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

Cutler Group’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$347K	Buy	16,800 +3,600	+27%	+$70.9K	0.11%	176
2023 Q4	$248K	Buy	13,200 +11,400	+633%	+$200K	0.02%	651
2023 Q3	$30K	Buy	+1,800	New	+$31.6K	﹤0.01%	1774
2022 Q2	–	Sell	-300	Closed	-$5K	–	5584
2022 Q1	$5K	Buy	+300	New	+$5.31K	﹤0.01%	4169
2021 Q2	–	Sell	-600	Closed	-$9K	–	6257
2021 Q1	$9K	Buy	+600	New	+$9.4K	﹤0.01%	3902
2018 Q1	–	Sell	-600	Closed	-$6K	–	5120
2017 Q4	$6K	Buy	+600	New	+$6.21K	﹤0.01%	3515
2017 Q1	–	Sell	-4,458	Closed	-$41.2K	–	7116
2016 Q4	$39K	Sell	4,458 -30,306	-87%	-$263K	﹤0.01%	2799
2016 Q3	$299K	Sell	34,764 -1,200	-3%	-$10.3K	0.01%	915
2016 Q2	$298K	Sell	35,964 -396	-1%	-$3.26K	0.02%	865
2016 Q1	$295K	Buy	36,360 +35,364	+3,551%	+$273K	0.02%	778
2015 Q4	$8K	Buy	+996	New	+$8.12K	﹤0.01%	4425

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cutler Group's SCHX Position: Q1 2024 in Review

Cutler Group increased its Schwab US Large- Cap ETF (SCHX) stake by 27% in Q1 2024, buying an estimated $70.9K and bringing the position to 16,800 shares worth $347K. The position accounts for 0.11% of the portfolio, ranked #176.

Cutler Group first reported a position in SCHX in Q4 2015 and has held it in 11 quarters since. 1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

Cutler Group held 16,800 shares of Schwab US Large- Cap ETF worth $347K as of Q1 2024.
Cutler Group bought 3,600 Schwab US Large- Cap ETF shares in Q1 2024, an estimated $70.9K.
Schwab US Large- Cap ETF made up 0.11% of Cutler Group's portfolio in Q1 2024, its #176 holding.
Cutler Group first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 11 quarters since.
1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.