Catalyst Financial Partners LLC Schwab Strategic Tr Us Large C Transaction History

Catalyst Financial Partners LLC

  • $511 Billion
  • Q3 2024

A detailed history of Catalyst Financial Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Catalyst Financial Partners LLC holds 8,930 shares of SCHX stock, worth $201,371. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,930
Previous 8,930 -0.0%
Holding current value
$201,371
Previous $574 Million 5.6%
% of portfolio
0.12%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$55.41 - $62.08 $12,301 - $13,781
222 Added 2.55%
8,930 $530 Million
Q3 2023

Oct 26, 2023
BUY
$50.36 - $54.21 $438,534 - $472,060
8,708 New
8,708 $441 Million

Others Institutions Holding SCHX

# of Institutions
1,335
Shares Held
461M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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