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Schwab U S Broad Market ETF shares owned by Catalyst Financial Partners

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Catalyst Financial Partners from 13F filings

Historical chart of Catalyst Financial Partners investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Catalyst Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Catalyst Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $526k 21k 25.71
2025-06-30 $594k 25k 23.83
2025-03-31 $696k 32k 21.53

More positions owned by Catalyst Financial Partners

Ishares Tr Core S&p500 Etf (IVV)
State Street Corporation (STT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Performant Finl (PHLT)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Catalyst Financial Partners

Top funds holding Schwab U S Broad Market ETF

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Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF