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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 		– Sell
-22,800
Closed -$1K – 3414
2023
Q4 		$1K Buy
22,800
+9,600
+73% +$186K ﹤0.01% 3432
2023
Q3 		$4K Buy
+13,200
New +$248K ﹤0.01% 3002
2023
Q2 		– Sell
-18,000
Closed -$4K – 4117
2023
Q1 		$4K Buy
18,000
+6,800
+61% +$103K ﹤0.01% 2862
2022
Q4 		$7K Buy
11,200
+3,200
+40% +$46K ﹤0.01% 2965
2022
Q3 		$9K Sell
8,000
-3,200
-29% -$50.1K ﹤0.01% 3210
2022
Q2 		$5K Sell
11,200
-21,200
-65% -$339K ﹤0.01% 3757
2022
Q1 		$3K Sell
32,400
-18,000
-36% -$328K ﹤0.01% 4520
2021
Q4 		$4K Buy
50,400
+13,600
+37% +$272K ﹤0.01% 4385
2021
Q3 		$4K Hold
36,800
– – ﹤0.01% 4665
2021
Q2 		$4K Buy
36,800
+12,000
+48% +$208K ﹤0.01% 4631
2021
Q1 		$3K Buy
24,800
+2,400
+11% +$39.1K ﹤0.01% 4755
2020
Q4 		$1K Buy
+22,400
New +$340K ﹤0.01% 4535
2020
Q3 		– Sell
-60,800
Closed -$9K – 5195
2020
Q2 		$9K Buy
60,800
+36,800
+153% +$429K ﹤0.01% 2965
2020
Q1 		$27K Buy
+24,000
New +$274K ﹤0.01% 2109
2019
Q4 		– Sell
-4,000
Closed -$1K – 4524
2019
Q3 		$1K Buy
+4,000
New +$42.2K ﹤0.01% 3819
2018
Q2 		– Sell
-3,200
Closed -$1K – 4783
2018
Q1 		$1K Buy
+3,200
New +$29.5K ﹤0.01% 4140

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.