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Cutler Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cutler Group’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-600
Closed -$15.3K – 3415
2023
Q4 		$15K Buy
+600
New +$13.7K ﹤0.01% 2143
2022
Q4 		– Sell
-297
Closed -$5K – 5107
2022
Q3 		$5K Sell
297
-900
-75% -$20.1K ﹤0.01% 3690
2022
Q2 		$25K Buy
+1,197
New +$27.6K ﹤0.01% 2498
2021
Q4 		– Sell
-1,497
Closed -$39.9K – 5977
2021
Q3 		$38K Hold
1,497
– – ﹤0.01% 2756
2021
Q2 		$39K Buy
+1,497
New +$38.7K ﹤0.01% 2710
2021
Q1 		– Sell
-597
Closed -$14.5K – 6194
2020
Q4 		$13K Sell
597
-1,500
-72% -$31.3K ﹤0.01% 3011
2020
Q3 		$38K Hold
2,097
– – ﹤0.01% 1986
2020
Q2 		$36K Buy
2,097
+1,800
+606% +$29.3K ﹤0.01% 1989
2020
Q1 		$4K Buy
+297
New +$5.44K ﹤0.01% 3223
2019
Q1 		– Sell
-1,497
Closed -$26.8K – 4666
2018
Q4 		$23K Buy
+1,497
New +$26.2K ﹤0.01% 2021
2018
Q3 		– Sell
-300
Closed -$5.72K – 4600
2018
Q2 		$5K Buy
+300
New +$5.43K ﹤0.01% 3133
2017
Q4 		– Sell
-1,800
Closed -$30K – 5802
2017
Q3 		$30K Sell
1,800
-900
-33% -$14.6K ﹤0.01% 2742
2017
Q2 		$43K Buy
2,700
+366
+16% +$5.82K ﹤0.01% 2654
2017
Q1 		$36K Buy
2,334
+1,200
+106% +$18.7K ﹤0.01% 2725
2016
Q4 		$17K Hold
1,134
– – ﹤0.01% 3645
2016
Q3 		$16K Sell
1,134
-8,511
-88% -$123K ﹤0.01% 3664
2016
Q2 		$135K Sell
9,645
-3,000
-24% -$41.3K 0.01% 1434
2016
Q1 		$171K Buy
12,645
+3,000
+31% +$37.9K 0.01% 1132
2015
Q4 		$128K Buy
+9,645
New +$131K 0.01% 1551

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cutler Group's SCHM Position: Q1 2024 in Review

Cutler Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2024, closing a stake of 600 shares — an estimated $15.3K sold.

Cutler Group first reported a position in SCHM in Q4 2015 and held it in 19 quarters. The position peaked at $171K in Q1 2016. 862 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

  • Cutler Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 600 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $15.3K.
  • Cutler Group first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and held it in 19 quarters.
  • Cutler Group's Schwab US Mid-Cap ETF position peaked at $171K in Q1 2016.
  • 862 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

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