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 $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.