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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 		$1K Buy
+600
New +$15.3K ﹤0.01% 2098
2023
Q3 		– Sell
-2,400
Closed -$2K – 4262
2023
Q2 		$2K Buy
+2,400
New +$54.1K ﹤0.01% 3103
2022
Q2 		– Sell
-2,100
Closed -$3K – 5583
2022
Q1 		$3K Buy
2,100
+600
+40% +$15K ﹤0.01% 4521
2021
Q4 		$3K Sell
1,500
-600
-29% -$16K ﹤0.01% 4570
2021
Q3 		$2K Buy
2,100
+300
+17% +$7.84K ﹤0.01% 5080
2021
Q2 		$3K Sell
1,800
-1,500
-45% -$38.7K ﹤0.01% 4824
2021
Q1 		$8K Sell
3,300
-300
-8% -$7.28K ﹤0.01% 4017
2020
Q4 		$8K Sell
3,600
-300
-8% -$6.26K ﹤0.01% 3362
2020
Q3 		$1K Buy
+3,900
New +$72.2K ﹤0.01% 4443
2020
Q1 		– Sell
-8,400
Closed -$10K – 4564
2019
Q4 		$10K Buy
8,400
+2,400
+40% +$46.5K ﹤0.01% 2653
2019
Q3 		$1K Sell
6,000
-8,100
-57% -$153K ﹤0.01% 3820
2019
Q2 		$4K Sell
14,100
-3,900
-22% -$73K ﹤0.01% 3256
2019
Q1 		$13K Buy
+18,000
New +$322K ﹤0.01% 2336
2018
Q4 		– Sell
-6,600
Closed -$4K – 4511
2018
Q3 		$4K Buy
+6,600
New +$126K ﹤0.01% 3210
2017
Q1 		– Sell
-1,800
Closed -$1K – 7114
2016
Q4 		$1K Buy
+1,800
New +$26.3K ﹤0.01% 6125

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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 $70.8B AUM 21.68% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return