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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 		$4K Sell
4,000
-8,800
-69% -$206K ﹤0.01% 1651
2023
Q4 		$19K Buy
12,800
+8,400
+191% +$177K ﹤0.01% 2013
2023
Q3 		$2K Buy
+4,400
New +$96.6K ﹤0.01% 3333
2022
Q3 		– Sell
-8,400
Closed -$1K – 5431
2022
Q2 		$1K Sell
8,400
-10,200
-55% -$218K ﹤0.01% 4710
2022
Q1 		$10K Buy
+18,600
New +$439K ﹤0.01% 3629
2021
Q4 		– Sell
-32,800
Closed -$17K – 5972
2021
Q3 		$17K Sell
32,800
-1,600
-5% -$40.6K ﹤0.01% 3504
2021
Q2 		$37K Sell
34,400
-10,800
-24% -$276K ﹤0.01% 2752
2021
Q1 		$37K Buy
45,200
+34,400
+319% +$846K ﹤0.01% 2673
2020
Q4 		$23K Sell
10,800
-12,000
-53% -$239K ﹤0.01% 2584
2020
Q3 		$13K Buy
+22,800
New +$393K ﹤0.01% 2794
2020
Q1 		– Sell
-17,600
Closed -$11K – 4560
2019
Q4 		$11K Buy
+17,600
New +$318K ﹤0.01% 2600
2017
Q4 		– Sell
-4,000
Closed -$1K – 5797
2017
Q3 		$1K Buy
+4,000
New +$64.3K ﹤0.01% 5532
2017
Q1 		– Sell
-11,600
Closed -$4K – 7107
2016
Q4 		$4K Sell
11,600
-44,000
-79% -$647K ﹤0.01% 5126
2016
Q3 		$28K Buy
55,600
+2,000
+4% +$28.4K ﹤0.01% 3088
2016
Q2 		$11K Buy
53,600
+41,600
+347% +$552K ﹤0.01% 4038
2016
Q1 		$3K Buy
12,000
+2,400
+25% +$29.1K ﹤0.01% 5326
2015
Q4 		$4K Buy
+9,600
New +$128K ﹤0.01% 5110

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 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. 1,047 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.
  • 1,047 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.