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Cutter & Co Brokerage’s Schwab US Broad Market ETF SCHB Stock Holding History

Cutter & Co Brokerage’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-39,586
Closed -$852K – 139
2025
Q1 		$852K Buy
39,586
+5,537
+16% +$126K 0.2% 73
2024
Q4 		$773K Buy
34,049
+20,183
+146% +$461K 0.19% 72
2024
Q3 		$307K Buy
13,866
+756
+6% +$16.1K 0.07% 141
2024
Q2 		$275K Buy
13,110
+300
+2% +$6.08K 0.07% 156
2024
Q1 		$261K Buy
12,810
+456
+4% +$8.82K 0.06% 158
2023
Q4 		$229K Buy
+12,354
New +$213K 0.06% 164

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cutter & Co Brokerage's SCHB Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 39,586 shares — an estimated $852K sold.

Cutter & Co Brokerage first reported a position in SCHB in Q4 2023 and held it in 6 quarters. The position peaked at $852K in Q1 2025. 1,210 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Cutter & Co Brokerage reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 39,586 Schwab US Broad Market ETF shares in Q2 2025, an estimated $852K.
  • Cutter & Co Brokerage first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 6 quarters.
  • Cutter & Co Brokerage's Schwab US Broad Market ETF position peaked at $852K in Q1 2025.
  • 1,210 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.