CATALYST FINANCIAL PARTNERS LLC

Position in SCHW — Schwab Charles Corp

CIK 1927537 BOSTON, MA

Position in SCHW

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,239,462

-$30,489 QoQ

Shares Held

13,433

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,117

of 2,304 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $6,198,960 across 6 Capital Markets names. SCHW ranks #3 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,759	$1,778,999
2	MS	Morgan Stanley	8,193	$1,712,664
3	SCHW	Schwab Charles Corp This page	13,433	$1,239,462
4	JEF	Jefferies Financial Group Inc.	14,423	$720,861
5	TW	Tradeweb Markets Inc.	5,031	$501,389
6	HOOD	Robinhood Markets, Inc.	2,449	$245,585

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,239,462	13,433	-0.6%	Shares	Sole	2026-07-30
2026-03-31	$1,269,951	13,513	+0.9%	Shares	Sole	2026-05-12
2025-12-31	$1,337,595	13,388	-0.9%	Shares	Sole	2026-02-04
2025-09-30	$1,289,322	13,505	+3.6%	Shares	Sole	2025-11-12
2025-06-30	$1,189,678	13,039	+2.7%	Shares	Sole	2025-08-14
2025-03-31	$994,234	12,701	+3.5%	Shares	Sole	2025-05-02
2024-12-31	$907,954	12,268	+0.6%	Shares	Sole	2025-01-30
2024-09-30	$790,552	12,198	-3.4%	Shares	Sole	2024-10-28
2024-06-30	$930,483	12,627	-0.2%	Shares	Sole	2024-07-25
2024-03-31	$914,883	12,647	-0.4%	Shares	Sole	2024-04-23
2023-12-31	$873,278	12,693	-14.0%	Shares	Sole	2024-02-07
2023-09-30	$809,939	14,753	+5.7%	Shares	Sole	2023-10-26
2023-06-30	$791,082	13,957	+64.3%	Shares	Sole	2023-08-02
2023-03-31	$445,020	8,496	+28.7%	Shares	Sole	2023-04-11
2022-12-31	$549,765	6,603	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.