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Crestwood Advisors Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Crestwood Advisors Group’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,856
Closed -$243K – 281
2022
Q3 		$243K Buy
10,856
+1,196
+12% +$29.6K 0.01% 236
2022
Q2 		$245K Sell
9,660
-146
-1% -$3.81K 0.01% 235
2022
Q1 		$272K Sell
9,806
-1,378
-12% -$39.9K 0.01% 247
2021
Q4 		$331K Buy
11,184
+2,124
+23% +$64.9K 0.01% 244
2021
Q3 		$276K Buy
9,060
+597
+7% +$18.7K 0.01% 237
2021
Q2 		$278K Buy
8,463
+108
+1% +$3.5K 0.01% 235
2021
Q1 		$266K Sell
8,355
-149
-2% -$4.85K 0.01% 229
2020
Q4 		$261K Sell
8,504
-7,111
-46% -$206K 0.01% 234
2020
Q3 		$418K Buy
15,615
+258
+2% +$6.89K 0.02% 176
2020
Q2 		$374K Buy
15,357
+336
+2% +$7.63K 0.02% 184
2020
Q1 		$311K Buy
15,021
+6,283
+72% +$157K 0.02% 182
2019
Q4 		$239K Buy
8,738
+748
+9% +$19.7K 0.01% 232
2019
Q3 		$201K Sell
7,990
-440
-5% -$11.2K 0.01% 242
2019
Q2 		$221K Buy
8,430
+232
+3% +$6.01K 0.01% 219
2019
Q1 		$213K Buy
+8,198
New +$208K 0.02% 160
2017
Q2 		– Sell
-5,575
Closed -$137K – 375
2017
Q1 		$137K Buy
+5,575
New +$130K 0.01% 167

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Crestwood Advisors Group's SCHE Position: Q4 2022 in Review

Crestwood Advisors Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 10,856 shares — an estimated $243K sold.

Crestwood Advisors Group first reported a position in SCHE in Q1 2017 and held it in 16 quarters. The position peaked at $418K in Q3 2020. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

  • Crestwood Advisors Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Crestwood Advisors Group sold 10,856 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $243K.
  • Crestwood Advisors Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2017 and held it in 16 quarters.
  • Crestwood Advisors Group's Schwab Emerging Markets Equity ETF position peaked at $418K in Q3 2020.
  • 712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on Crestwood Advisors Group's 13F filing for Q4 2022, filed 14 Feb 2023.