Catalyst Financial Partners LLC Schwab Strategic Tr Us Broad M Transaction History
Catalyst Financial Partners LLC
- $543 Billion
- Q1 2025
A detailed history of Catalyst Financial Partners LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Catalyst Financial Partners LLC holds 32,324 shares of SCHB stock, worth $690,117. This represents 0.13% of its overall portfolio holdings.
Number of Shares
32,324Holding current value
$690,117% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,279Shares Held
478MCall Options Held
337KPut Options Held
32.6K-
Wealthfront Advisers LLC58.4MShares$1.25 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.8MShares$379 Million0.97% of portfolio
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Rebalance, LLC Palo Alto, CA11.9MShares$255 Million18.94% of portfolio
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Scs Capital Management LLC Boston, MA10.2MShares$218 Million4.78% of portfolio
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Evensky & Katz LLC9.33MShares$199 Million13.85% of portfolio