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
2025 Q3	$526K	Sell
2025 Q2	$594K	Sell
2025 Q1	$696K	Buy