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Catalyst Private Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Catalyst Private Wealth’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,665
Closed -$205K – 84
2021
Q4 		$205K Buy
+7,665
New +$204K 0.09% 79

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LWMT
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RJFSA
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Catalyst Private Wealth's SCHM Position: Q1 2022 in Review

Catalyst Private Wealth sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2022, closing a stake of 7,665 shares — an estimated $205K sold.

Catalyst Private Wealth first reported a position in SCHM in Q4 2021 and held it in 1 quarter. The position peaked at $205K in Q4 2021. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

  • Catalyst Private Wealth reported no remaining Schwab US Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Catalyst Private Wealth sold 7,665 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $205K.
  • Catalyst Private Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Catalyst Private Wealth's Schwab US Mid-Cap ETF position peaked at $205K in Q4 2021.
  • 758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

Based on Catalyst Private Wealth's 13F filing for Q1 2022, filed 18 Apr 2022.