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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
2020
Q2 		– Sell
-300
Closed -$1K – 4808
2020
Q1 		$1K Buy
+300
New +$5.49K ﹤0.01% 3787
2019
Q2 		– Sell
-6,300
Closed -$1K – 4728
2019
Q1 		$1K Buy
6,300
+3,900
+163% +$69.7K ﹤0.01% 3789
2018
Q4 		$7K Buy
+2,400
New +$41.9K ﹤0.01% 2764
2018
Q3 		– Sell
-900
Closed -$1K – 4601
2018
Q2 		$1K Buy
+900
New +$16.3K ﹤0.01% 3923

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.