CG
SCHX icon

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
2021
Q1 		– Sell
-6,600
Closed -$2K – 6196
2020
Q4 		$2K Buy
+6,600
New +$94.4K ﹤0.01% 4234
2020
Q3 		– Sell
-6,000
Closed -$2K – 5198
2020
Q2 		$2K Sell
6,000
-3,000
-33% -$35K ﹤0.01% 3827
2020
Q1 		$12K Buy
+9,000
New +$109K ﹤0.01% 2630
2016
Q1 		– Sell
-19,800
Closed -$2K – 7106
2015
Q4 		$2K Buy
+19,800
New +$161K ﹤0.01% 5629

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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.