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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17,001
Closed -$446K – 385
2025
Q4 		$446K Sell
17,001
-3,465
-17% -$90.2K 0.05% 195
2025
Q3 		$526K Sell
20,466
-4,458
-18% -$110K 0.06% 159
2025
Q2 		$594K Sell
24,924
-7,400
-23% -$163K 0.06% 143
2025
Q1 		$696K Buy
+32,324
New +$735K 0.13% 105

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R
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SCM
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UBS AM
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HighTower Advisors
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SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Catalyst Financial Partners's SCHB Position: Q1 2026 in Review

Catalyst Financial Partners sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 17,001 shares — an estimated $446K sold.

Catalyst Financial Partners first reported a position in SCHB in Q1 2025 and held it in 4 quarters. The position peaked at $696K in Q1 2025. 1,321 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Catalyst Financial Partners reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Catalyst Financial Partners sold 17,001 Schwab US Broad Market ETF shares in Q1 2026, an estimated $446K.
  • Catalyst Financial Partners first reported a position in Schwab US Broad Market ETF in Q1 2025 and held it in 4 quarters.
  • Catalyst Financial Partners's Schwab US Broad Market ETF position peaked at $696K in Q1 2025.
  • 1,321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.