Cutler Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cutler Group’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,800	Closed	-$89K	–	3411
2023 Q4	$89K	Buy	3,800 +3,600	+1,800%	+$75.9K	0.01%	1118
2023 Q3	$4K	Buy	+200	New	+$4.39K	﹤0.01%	3001
2023 Q2	–	Sell	-1,000	Closed	-$20.8K	–	4113
2023 Q1	$20K	Buy	1,000 +600	+150%	+$12.9K	﹤0.01%	1927
2022 Q4	$8K	Buy	+400	New	+$8.2K	﹤0.01%	2873
2021 Q2	–	Sell	-1,396	Closed	-$35.7K	–	6252
2021 Q1	$34K	Buy	+1,396	New	+$34.3K	﹤0.01%	2733
2019 Q2	–	Sell	-400	Closed	-$7.07K	–	4724
2019 Q1	$6K	Hold	400	–	–	﹤0.01%	2825
2018 Q4	$6K	Buy	+400	New	+$6.76K	﹤0.01%	2853
2018 Q2	–	Sell	-144	Closed	-$2K	–	4781
2018 Q1	$2K	Buy	+144	New	+$2.54K	﹤0.01%	3820
2017 Q2	–	Sell	-5,244	Closed	-$82.8K	–	6983
2017 Q1	$82K	Buy	5,244 +5,200	+11,818%	+$81.4K	﹤0.01%	1925
2016 Q4	$0	Buy	+44	New	+$647	﹤0.01%	7209

Other funds holding SCHA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cutler Group's SCHA Position: Q1 2024 in Review

Cutler Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2024, closing a stake of 3,800 shares — an estimated $89K sold.

Cutler Group first reported a position in SCHA in Q4 2016 and held it in 10 quarters. The position peaked at $89K in Q4 2023. 1,051 funds tracked by Wall St. Rank hold SCHA as of Q1 2024.

Cutler Group reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2024 after selling out during the quarter.
Cutler Group sold 3,800 Schwab U.S Small- Cap ETF shares in Q1 2024, an estimated $89K.
Cutler Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and held it in 10 quarters.
Cutler Group's Schwab U.S Small- Cap ETF position peaked at $89K in Q4 2023.
1,051 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.