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Cutler Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cutler Group’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$40K Sell
14,000
-176,800
-93% -$3.91M 0.01% 767
2023
Q4 		$128K Buy
190,800
+173,600
+1,009% +$3.36M 0.01% 942
2023
Q3 		$10K Buy
17,200
+1,600
+10% +$30.1K ﹤0.01% 2486
2023
Q2 		$24K Buy
15,600
+10,000
+179% +$171K ﹤0.01% 1753
2023
Q1 		$5K Sell
5,600
-4,400
-44% -$66.8K ﹤0.01% 2753
2022
Q4 		$1K Buy
+10,000
New +$144K ﹤0.01% 4145
2022
Q3 		– Sell
-10,400
Closed -$2K – 5437
2022
Q2 		$2K Buy
10,400
+5,200
+100% +$83.1K ﹤0.01% 4358
2022
Q1 		$2K Buy
+5,200
New +$94.8K ﹤0.01% 4756
2021
Q4 		– Sell
-8,800
Closed -$3K – 5973
2021
Q3 		$3K Buy
8,800
+800
+10% +$15.2K ﹤0.01% 4857
2021
Q2 		$4K Sell
8,000
-12,800
-62% -$221K ﹤0.01% 4630
2021
Q1 		$16K Buy
20,800
+9,600
+86% +$156K ﹤0.01% 3397
2020
Q4 		$33K Sell
11,200
-4,000
-26% -$60.7K ﹤0.01% 2303
2020
Q3 		$24K Buy
15,200
+6,400
+73% +$89.2K ﹤0.01% 2332
2020
Q2 		$7K Buy
+8,800
New +$103K ﹤0.01% 3118
2020
Q1 		– Sell
-2,400
Closed -$2K – 4563
2019
Q4 		$2K Buy
+2,400
New +$26.5K ﹤0.01% 3492
2017
Q3 		– Sell
-11,200
Closed -$4K – 6602
2017
Q2 		$4K Buy
+11,200
New +$87.3K ﹤0.01% 5072
2016
Q4 		– Sell
-17,600
Closed -$1K – 7212
2016
Q3 		$1K Sell
17,600
-5,600
-24% -$38.5K ﹤0.01% 6262
2016
Q2 		$1K Buy
23,200
+8,800
+61% +$57.8K ﹤0.01% 6233
2016
Q1 		$1K Buy
+14,400
New +$89.3K ﹤0.01% 6106

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cutler Group's SCHG Position: Q1 2024 in Review

Cutler Group opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q1 2024: 7,600 shares worth $176K. The stake represents 0.06% of the portfolio and ranks #312 among its holdings. This is a return to the name: Cutler Group previously reported a position in SCHG as recently as Q2 2023.

Cutler Group first reported a position in SCHG in Q3 2016 and has held it in 15 quarters since. 1,134 funds tracked by Wall St. Rank hold SCHG as of Q1 2024.

  • Cutler Group held 7,600 shares of Schwab US Large-Cap Growth ETF worth $176K as of Q1 2024.
  • Schwab US Large-Cap Growth ETF was a new Cutler Group position in Q1 2024.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Cutler Group's portfolio in Q1 2024, its #312 holding.
  • Cutler Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2016 and has held it in 15 quarters since.
  • 1,134 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.