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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
Q2 		– Sell
-9,000
Closed -$4K – 4114
2023
Q1 		$4K Buy
+9,000
New +$141K ﹤0.01% 2861
2022
Q2 		– Sell
-16,200
Closed -$1K – 5580
2022
Q1 		$1K Sell
16,200
-4,800
-23% -$84.3K ﹤0.01% 5059
2021
Q4 		$3K Buy
21,000
+16,200
+338% +$298K ﹤0.01% 4569
2021
Q3 		$1K Buy
+4,800
New +$85.4K ﹤0.01% 5411
2020
Q2 		– Sell
-4,200
Closed -$5K – 4806
2020
Q1 		$5K Buy
+4,200
New +$50.8K ﹤0.01% 3104
2019
Q2 		– Sell
-10,200
Closed -$1K – 4725
2019
Q1 		$1K Buy
10,200
+7,200
+240% +$78.6K ﹤0.01% 3787
2018
Q4 		$3K Buy
+3,000
New +$32.4K ﹤0.01% 3218
2016
Q3 		– Sell
-19,800
Closed -$1K – 7287
2016
Q2 		$1K Buy
+19,800
New +$164K ﹤0.01% 6232

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 $15.5B AUM 18.35% 1-Year Est. Return