Catalyst Financial Partners LLC Schwab Strategic Tr Us Broad M Transaction History

Catalyst Financial Partners LLC

  • $829 Billion
  • Q3 2025

A detailed history of Catalyst Financial Partners LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Catalyst Financial Partners LLC holds 20,466 shares of SCHB stock, worth $528,432. This represents 0.06% of its overall portfolio holdings.

Number of Shares
20,466
Previous 24,924 17.89%
Holding current value
$528,432
Previous $594 Million 11.41%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$23.82 - $25.84 $106,189 - $115,194
-4,458 Reduced 17.89%
20,466 $526 Million
Q2 2025

Aug 14, 2025
SELL
$19.1 - $23.83 $141,340 - $176,342
-7,400 Reduced 22.89%
24,924 $594 Million
Q1 2025

May 01, 2025
BUY
$21.23 - $23.75 $686,238 - $767,695
32,324 New
32,324 $696 Million

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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