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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
2024
Q1 		$33K Sell
28,200
-30,900
-52% -$598K 0.01% 837
2023
Q4 		$39K Buy
+59,100
New +$1.02M ﹤0.01% 1595
2023
Q3 		– Sell
-5,400
Closed -$1K – 4260
2023
Q2 		$1K Buy
+5,400
New +$88K ﹤0.01% 3390
2022
Q3 		– Sell
-18,300
Closed -$6K – 5432
2022
Q2 		$6K Sell
18,300
-300
-2% -$4.82K ﹤0.01% 3615
2022
Q1 		$6K Buy
18,600
+16,200
+675% +$284K ﹤0.01% 4045
2021
Q4 		$1K Buy
+2,400
New +$44.2K ﹤0.01% 5123
2021
Q2 		– Sell
-3,000
Closed -$3K – 6254
2021
Q1 		$3K Hold
3,000
– – ﹤0.01% 4754
2020
Q4 		$3K Sell
3,000
-26,400
-90% -$376K ﹤0.01% 4004
2020
Q3 		$12K Sell
29,400
-12,000
-29% -$158K ﹤0.01% 2867
2020
Q2 		$15K Buy
+41,400
New +$477K ﹤0.01% 2595
2020
Q1 		– Sell
-3,000
Closed -$2K – 4561
2019
Q4 		$2K Buy
+3,000
New +$36.8K ﹤0.01% 3491
2019
Q3 		– Sell
-13,200
Closed -$4K – 4613
2019
Q2 		$4K Sell
13,200
-78,000
-86% -$901K ﹤0.01% 3255
2019
Q1 		$24K Buy
+91,200
New +$996K ﹤0.01% 1916
2017
Q1 		– Sell
-55,200
Closed -$9K – 7108
2016
Q4 		$9K Buy
55,200
+45,600
+475% +$402K ﹤0.01% 4341
2016
Q3 		$5K Sell
9,600
-6,000
-38% -$52.1K ﹤0.01% 4979
2016
Q2 		$4K Sell
15,600
-24,000
-61% -$199K ﹤0.01% 5183
2016
Q1 		$1K Sell
39,600
-55,800
-58% -$434K ﹤0.01% 6105
2015
Q4 		$8K Buy
+95,400
New +$787K ﹤0.01% 4424

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cutler Group's SCHB Position: Q4 2023 in Review

Cutler Group sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 7,200 shares — an estimated $124K sold.

Cutler Group first reported a position in SCHB in Q4 2016 and held it in 10 quarters. The position peaked at $119K in Q3 2023. 1,036 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

  • Cutler Group reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 7,200 Schwab US Broad Market ETF shares in Q4 2023, an estimated $124K.
  • Cutler Group first reported a position in Schwab US Broad Market ETF in Q4 2016 and held it in 10 quarters.
  • Cutler Group's Schwab US Broad Market ETF position peaked at $119K in Q3 2023.
  • 1,036 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.