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Catalyst Private Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Catalyst Private Wealth’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,683
Closed -$72K – 237
2020
Q3 		$72K Buy
+2,683
New +$71.7K 0.07% 98

Other funds holding SCHE

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Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Catalyst Private Wealth sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2020, closing a stake of 2,683 shares — an estimated $72K sold.

Catalyst Private Wealth first reported a position in SCHE in Q3 2020 and held it in 1 quarter. The position peaked at $72K in Q3 2020. 637 funds tracked by Wall St. Rank hold SCHE as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 2,683 Schwab Emerging Markets Equity ETF shares in Q4 2020, an estimated $72K.
  • Catalyst Private Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Schwab Emerging Markets Equity ETF position peaked at $72K in Q3 2020.
  • 637 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2020.

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