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Cutler Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cutler Group’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,200
Closed -$28.9K – 4245
2023
Q3 		$28K Buy
+1,200
New +$29.7K ﹤0.01% 1814
2023
Q2 		– Sell
-1,700
Closed -$41K – 4115
2023
Q1 		$41K Buy
1,700
+600
+55% +$14.9K ﹤0.01% 1472
2022
Q4 		$26K Buy
+1,100
New +$25.6K ﹤0.01% 2038
2022
Q3 		– Sell
-1,000
Closed -$25K – 5436
2022
Q2 		$25K Buy
1,000
+100
+11% +$2.61K ﹤0.01% 2497
2022
Q1 		$24K Hold
900
– – ﹤0.01% 2901
2021
Q4 		$26K Buy
+900
New +$27.5K ﹤0.01% 2924
2021
Q3 		– Sell
-249
Closed -$8K – 6278
2021
Q2 		$8K Sell
249
-50
-17% -$1.62K ﹤0.01% 4106
2021
Q1 		$9K Buy
299
+200
+202% +$6.51K ﹤0.01% 3901
2020
Q4 		$3K Hold
99
– – ﹤0.01% 4005
2020
Q3 		$2K Sell
99
-3,000
-97% -$80.2K ﹤0.01% 4109
2020
Q2 		$75K Hold
3,099
– – 0.01% 1480
2020
Q1 		$64K Buy
3,099
+1,400
+82% +$35K ﹤0.01% 1583
2019
Q4 		$46K Buy
+1,699
New +$44.8K ﹤0.01% 1676
2017
Q3 		– Sell
-200
Closed -$4K – 6599
2017
Q2 		$4K Hold
200
– – ﹤0.01% 5071
2017
Q1 		$4K Buy
+200
New +$4.66K ﹤0.01% 4944
2016
Q3 		– Sell
-500
Closed -$10K – 7288
2016
Q2 		$10K Buy
+500
New +$10.3K ﹤0.01% 4167

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cutler Group's SCHE Position: Q4 2023 in Review

Cutler Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2023, closing a stake of 1,200 shares — an estimated $28.9K sold.

Cutler Group first reported a position in SCHE in Q2 2016 and held it in 16 quarters. The position peaked at $75K in Q2 2020. 736 funds tracked by Wall St. Rank hold SCHE as of Q4 2023.

  • Cutler Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 1,200 Schwab Emerging Markets Equity ETF shares in Q4 2023, an estimated $28.9K.
  • Cutler Group first reported a position in Schwab Emerging Markets Equity ETF in Q2 2016 and held it in 16 quarters.
  • Cutler Group's Schwab Emerging Markets Equity ETF position peaked at $75K in Q2 2020.
  • 736 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2023.

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