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Catalyst Private Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Catalyst Private Wealth’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-7,728
Closed -$111K – 239
2020
Q3 		$111K Buy
+7,728
New +$108K 0.11% 78

Other funds holding SCHG

Financial Engines Advisors
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APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Catalyst Private Wealth sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2020, closing a stake of 7,728 shares — an estimated $111K sold.

Catalyst Private Wealth first reported a position in SCHG in Q3 2020 and held it in 1 quarter. The position peaked at $111K in Q3 2020. 669 funds tracked by Wall St. Rank hold SCHG as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 7,728 Schwab US Large-Cap Growth ETF shares in Q4 2020, an estimated $111K.
  • Catalyst Private Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Schwab US Large-Cap Growth ETF position peaked at $111K in Q3 2020.
  • 669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2020.

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