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Cutler Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Cutler Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,200
Closed -$124K – 4458
2023
Q3 		$119K Buy
+7,200
New +$125K 0.02% 1034
2023
Q1 		– Sell
-5,586
Closed -$87.3K – 4825
2022
Q4 		$83K Buy
+5,586
New +$84K 0.01% 1277
2022
Q3 		– Sell
-1,380
Closed -$21.5K – 5648
2022
Q2 		$20K Buy
+1,380
New +$22.1K ﹤0.01% 2682
2021
Q2 		– Sell
-2,400
Closed -$40.6K – 6524
2021
Q1 		$38K Buy
+2,400
New +$37.8K ﹤0.01% 2645
2019
Q3 		– Sell
-3,594
Closed -$42.5K – 4940
2019
Q2 		$42K Buy
3,594
+600
+20% +$6.93K 0.01% 1674
2019
Q1 		$33K Buy
2,994
+1,794
+150% +$19.6K ﹤0.01% 1708
2018
Q4 		$11K Buy
+1,200
New +$13K ﹤0.01% 2485
2017
Q3 		– Sell
-90
Closed – – 6811
2017
Q2 		$0 Hold
90
– – ﹤0.01% 7184
2017
Q1 		$0 Buy
90
+6
+7% +$56 ﹤0.01% 7318
2016
Q4 		$0 Buy
+84
New +$740 ﹤0.01% 7460

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return