Catalyst Financial Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Catalyst Financial Partners’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$786K	Sell	30,655 -560	-2%	-$15K	0.09%	131
2025 Q4	$840K	Sell	31,215 -535	-2%	-$14.3K	0.09%	116
2025 Q3	$836K	Sell	31,750 -4,040	-11%	-$103K	0.1%	107
2025 Q2	$875K	Sell	35,790 -4,080	-10%	-$92.2K	0.1%	92
2025 Q1	$880K	Buy	39,870 +13,080	+49%	+$304K	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%	+$13.1K	0.14%	101
2023 Q4	$491K	Hold	26,124	–	–	0.14%	95
2023 Q3	$441K	Buy	+26,124	New	+$458K	0.14%	107

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Catalyst Financial Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.8% in Q1 2026, selling an estimated $15K and leaving 30,655 shares worth $786K. The position accounts for 0.09% of the portfolio, ranked #131.

Catalyst Financial Partners first reported a position in SCHX in Q3 2023 and has held it in 11 quarters since. The position peaked at $880K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Catalyst Financial Partners held 30,655 shares of Schwab US Large- Cap ETF worth $786K as of Q1 2026.
Catalyst Financial Partners sold 560 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $15K.
Schwab US Large- Cap ETF made up 0.09% of Catalyst Financial Partners's portfolio in Q1 2026, its #131 holding.
Catalyst Financial Partners first reported a position in Schwab US Large- Cap ETF in Q3 2023 and has held it in 11 quarters since.
Catalyst Financial Partners's Schwab US Large- Cap ETF position peaked at $880K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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