CG
SCHV

Cutler Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cutler Group’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,100
Closed -$45.5K – 5108
2022
Q3 		$40K Buy
+2,100
New +$45.2K ﹤0.01% 2073
2021
Q1 		– Sell
-5,697
Closed -$119K – 6195
2020
Q4 		$113K Buy
5,697
+5,400
+1,818% +$101K 0.01% 1443
2020
Q3 		$5K Sell
297
-900
-75% -$15.7K ﹤0.01% 3529
2020
Q2 		$19K Sell
1,197
-1,500
-56% -$24.5K ﹤0.01% 2429
2020
Q1 		$39K Buy
+2,697
New +$49.4K ﹤0.01% 1888
2017
Q4 		– Sell
-3,129
Closed -$54K – 5803
2017
Q3 		$54K Buy
3,129
+3,000
+2,326% +$50.8K ﹤0.01% 2175
2017
Q2 		$2K Sell
129
-13,890
-99% -$231K ﹤0.01% 5602
2017
Q1 		$232K Buy
+14,019
New +$230K 0.01% 1084
2016
Q3 		– Sell
-1,236
Closed -$18.8K – 7289
2016
Q2 		$18K Hold
1,236
– – ﹤0.01% 3488
2016
Q1 		$17K Sell
1,236
-6,000
-83% -$82.1K ﹤0.01% 3477
2015
Q4 		$102K Buy
+7,236
New +$103K 0.01% 1754

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cutler Group's SCHV Position: Q4 2022 in Review

Cutler Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2022, closing a stake of 2,100 shares — an estimated $45.5K sold.

Cutler Group first reported a position in SCHV in Q4 2015 and held it in 11 quarters. The position peaked at $232K in Q1 2017. 698 funds tracked by Wall St. Rank hold SCHV as of Q4 2022.

  • Cutler Group reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Cutler Group sold 2,100 Schwab US Large-Cap Value ETF shares in Q4 2022, an estimated $45.5K.
  • Cutler Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2015 and held it in 11 quarters.
  • Cutler Group's Schwab US Large-Cap Value ETF position peaked at $232K in Q1 2017.
  • 698 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2022.

Based on Cutler Group's 13F filing for Q4 2022, filed 7 Feb 2023.