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Catalyst Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Catalyst Investment Management’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
Q2 		$847K Buy
+28,770
New +$822K 0.77% 30
2026
Q1 		– Sell
-29,218
Closed -$786K – 73
2025
Q4 		$786K Buy
+29,218
New +$780K 0.74% 35

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Catalyst Investment Management's SCHX Position: Q2 2026 in Review

Catalyst Investment Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 28,770 shares worth $847K. The stake represents 0.77% of the portfolio and ranks #30 among its holdings. This is a return to the name: Catalyst Investment Management previously reported a position in SCHX as recently as Q4 2025.

Catalyst Investment Management first reported a position in SCHX in Q4 2025 and has held it in 2 quarters since. 1,597 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Catalyst Investment Management held 28,770 shares of Schwab US Large- Cap ETF worth $847K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Catalyst Investment Management position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.77% of Catalyst Investment Management's portfolio in Q2 2026, its #30 holding.
  • Catalyst Investment Management first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,597 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Catalyst Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.