CCM
SCHV

Cutler Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cutler Capital Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,308
Closed -$180K – 114
2024
Q2 		$180K Sell
7,308
-1,593
-18% -$39.4K 0.07% 100
2024
Q1 		$225K Sell
8,901
-2,100
-19% -$50.3K 0.09% 95
2023
Q4 		$257K Hold
11,001
– – 0.11% 91
2023
Q3 		$236K Sell
11,001
-273
-2% -$6.13K 0.11% 94
2023
Q2 		$252K Buy
+11,274
New +$246K 0.12% 89

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Cutler Capital Management's SCHV Position: Q3 2024 in Review

Cutler Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2024, closing a stake of 7,308 shares — an estimated $180K sold.

Cutler Capital Management first reported a position in SCHV in Q2 2023 and held it in 5 quarters. The position peaked at $257K in Q4 2023. 785 funds tracked by Wall St. Rank hold SCHV as of Q3 2024.

  • Cutler Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Cutler Capital Management sold 7,308 Schwab US Large-Cap Value ETF shares in Q3 2024, an estimated $180K.
  • Cutler Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2023 and held it in 5 quarters.
  • Cutler Capital Management's Schwab US Large-Cap Value ETF position peaked at $257K in Q4 2023.
  • 785 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2024.

Based on Cutler Capital Management's 13F filing for Q3 2024, filed 13 Nov 2024.