Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$265,368
+$14,160 QoQ
Shares Held
2,876
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,812
of 2,304 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Catalyst Investment Management LLC holds $1,218,799 across 2 Capital Markets names. SCHW ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
4,561 | $953,431 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
2,876 | $265,368 |
All Filings in SCHW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,368 | 2,876 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $251,208 | 2,673 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $313,417 | 3,137 | Shares | Sole | 2026-02-20 | |
| No filing history on record for this holder in this stock. | ||||||