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Cutter & Co Brokerage’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cutter & Co Brokerage’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-8,216
Closed -$210K – 268
2021
Q4 		$210K Buy
+8,216
New +$213K 0.06% 244

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cutter & Co Brokerage's SCHA Position: Q1 2022 in Review

Cutter & Co Brokerage sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2022, closing a stake of 8,216 shares — an estimated $210K sold.

Cutter & Co Brokerage first reported a position in SCHA in Q4 2021 and held it in 1 quarter. The position peaked at $210K in Q4 2021. 940 funds tracked by Wall St. Rank hold SCHA as of Q1 2022.

  • Cutter & Co Brokerage reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Cutter & Co Brokerage sold 8,216 Schwab U.S Small- Cap ETF shares in Q1 2022, an estimated $210K.
  • Cutter & Co Brokerage first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 1 quarter.
  • Cutter & Co Brokerage's Schwab U.S Small- Cap ETF position peaked at $210K in Q4 2021.
  • 940 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2022.

Based on Cutter & Co Brokerage's 13F filing for Q1 2022, filed 3 May 2022.