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Catalyst Capital Advisors LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Catalyst Capital Advisors LLC on SCHW, newest first. How the timeline and the estimate are built.

Catalyst Capital Advisors LLC held 935 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 935 shares
    Change vs previous 13F -16 shares

    <0.01% of the 13F portfolio, value $86,272.

    13F-HR 0001580642-26-004574 filed by Catalyst Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 951 shares
    Change vs previous 13F +446 shares

    <0.01% of the 13F portfolio, value $89,375.

    13F-HR 0001580642-26-002983 filed by Catalyst Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 505 shares
    Change vs previous 13F -364 shares

    <0.01% of the 13F portfolio, value $50,455.

    13F-HR 0001580642-26-000952 filed by Catalyst Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 869 shares
    Change vs previous 13F -491 shares

    <0.01% of the 13F portfolio, value $82,963.

    13F-HR 0001580642-25-007220 filed by Catalyst Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,360 shares
    Change vs previous 13F -220 shares

    <0.01% of the 13F portfolio, value $124,086.

    13F-HR 0001162044-25-000769 filed by Catalyst Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,580 shares
    Change vs previous 13F -234 shares

    <0.01% of the 13F portfolio, value $123,682.

    13F-HR 0001162044-25-000454 filed by Catalyst Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,814 shares
    Change vs previous 13F -1,090 shares

    <0.01% of the 13F portfolio, value $134,254.

    13F-HR 0001162044-25-000113 filed by Catalyst Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,904 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $188,208.

    13F-HR 0001162044-24-001179 filed by Catalyst Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).