Catalyst Financial Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Sell |
35,790
-4,080
| -10% | -$99.7K | 0.1% | 92 |
|
|
2025
Q1 | $880K | Buy |
39,870
+13,080
| +49% | +$289K | 0.16% | 77 |
|
|
2024
Q4 | $621K | Hold |
26,790
| – | – | 0.12% | 113 |
|
|
2024
Q3 | $606K | Hold |
26,790
| – | – | 0.12% | 117 |
|
|
2024
Q2 | $574K | Hold |
26,790
| – | – | 0.13% | 105 |
|
|
2024
Q1 | $530K | Buy |
26,790
+666
| +3% | +$13.2K | 0.14% | 101 |
|
|
2023
Q4 | $491K | Hold |
26,124
| – | – | 0.14% | 95 |
|
|
2023
Q3 | $441K | Buy |
+26,124
| New | +$441K | 0.14% | 107 |
|