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Catalyst Private Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Catalyst Private Wealth’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-792
Closed -$11K – 234
2020
Q3 		$11K Buy
+792
New +$10.4K 0.01% 205

Other funds holding SCHB

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MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Catalyst Private Wealth's SCHB Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Schwab US Broad Market ETF (SCHB) in Q4 2020, closing a stake of 792 shares — an estimated $11K sold.

Catalyst Private Wealth first reported a position in SCHB in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 733 funds tracked by Wall St. Rank hold SCHB as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Schwab US Broad Market ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 792 Schwab US Broad Market ETF shares in Q4 2020, an estimated $11K.
  • Catalyst Private Wealth first reported a position in Schwab US Broad Market ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Schwab US Broad Market ETF position peaked at $11K in Q3 2020.
  • 733 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.