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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
2018
Q2 		– Sell
-9,400
Closed -$29K – 4782
2018
Q1 		$29K Buy
+9,400
New +$275K ﹤0.01% 2024
2016
Q2 		– Sell
-1,500
Closed -$4K – 7200
2016
Q1 		$4K Buy
+1,500
New +$28.2K ﹤0.01% 5084

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.