CPW
SCHC icon

Catalyst Private Wealth’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Catalyst Private Wealth’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-223
Closed -$7K – 235
2020
Q3 		$7K Buy
+223
New +$7.12K 0.01% 230

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Catalyst Private Wealth sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2020, closing a stake of 223 shares — an estimated $7K sold.

Catalyst Private Wealth first reported a position in SCHC in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 289 funds tracked by Wall St. Rank hold SCHC as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 223 Schwab International Small-Cap Equity ETF shares in Q4 2020, an estimated $7K.
  • Catalyst Private Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Schwab International Small-Cap Equity ETF position peaked at $7K in Q3 2020.
  • 289 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2020.

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