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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 $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.