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Catalyst Financial Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Catalyst Financial Partners’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$594K Sell
24,924
-7,400
-23% -$176K 0.06% 143
2025
Q1 		$696K Buy
+32,324
New +$696K 0.13% 105