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 $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $85.7B AUM 24.21% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return