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
2024
Q1 		– Sell
-900
Closed -$1K – 3416
2023
Q4 		$1K Buy
+900
New +$19.7K ﹤0.01% 3433
2022
Q1 		– Sell
-2,400
Closed -$1K – 5950
2021
Q4 		$1K Buy
+2,400
New +$56.8K ﹤0.01% 5124
2017
Q3 		– Sell
-7,200
Closed -$3K – 6605
2017
Q2 		$3K Hold
7,200
– – ﹤0.01% 5295
2017
Q1 		$2K Sell
7,200
-16,800
-70% -$276K ﹤0.01% 5533
2016
Q4 		$8K Buy
+24,000
New +$372K ﹤0.01% 4469

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