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Cutler Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cutler Capital Management’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
2023
Q4 		– Sell
-10,060
Closed -$183K – 111
2023
Q3 		$183K Sell
10,060
-480
-5% -$9.04K 0.08% 101
2023
Q2 		$197K Buy
+10,540
New +$181K 0.09% 93

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MG
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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cutler Capital Management's SCHG Position: Q4 2023 in Review

Cutler Capital Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2023, closing a stake of 10,060 shares — an estimated $183K sold.

Cutler Capital Management first reported a position in SCHG in Q2 2023 and held it in 2 quarters. The position peaked at $197K in Q2 2023. 1,096 funds tracked by Wall St. Rank hold SCHG as of Q4 2023.

  • Cutler Capital Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Cutler Capital Management sold 10,060 Schwab US Large-Cap Growth ETF shares in Q4 2023, an estimated $183K.
  • Cutler Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and held it in 2 quarters.
  • Cutler Capital Management's Schwab US Large-Cap Growth ETF position peaked at $197K in Q2 2023.
  • 1,096 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2023.

Based on Cutler Capital Management's 13F filing for Q4 2023, filed 13 Feb 2024.