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

Catalyst Financial Partners LLC

$829 Billion
Q3 2025

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 31,750 shares of SCHX stock, worth $842,645. This represents 0.1% of its overall portfolio holdings.

Number of Shares

31,750

Previous 35,790 11.29%

Holding current value

$842,645

Previous $875 Million 4.39%

% of portfolio

0.1%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$24.46 - $26.5 $98,818 - $107,060	-4,040 Reduced 11.29%	31,750 $836 Million
Q2 2025 Aug 14, 2025	SELL	$19.6 - $24.44 $79,968 - $99,715	-4,080 Reduced 10.23%	35,790 $875 Million
Q1 2025 May 01, 2025	BUY	$21.75 - $24.28 $284,490 - $317,582	13,080 Added 48.82%	39,870 $880 Million
Q4 2024 Jan 29, 2025	BUY	$22.4 - $68.28 $400,064 - $1.22 Million	17,860 Added 200.0%	26,790 $621 Million
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

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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About SCHWAB STRATEGIC TR US LARGE-C

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