Crew Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Crew Capital Management’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
2023 Q2	–	Sell	-10,090	Closed	-$247K	–	91
2023 Q1	$247K	Sell	10,090 -7,114	-41%	-$176K	0.36%	75
2022 Q4	$407K	Sell	17,204 -2,285	-12%	-$53.2K	0.58%	40
2022 Q3	$437K	Hold	19,489	–	–	0.6%	42
2022 Q2	$495K	Sell	19,489 -11,070	-36%	-$289K	0.62%	41
2022 Q1	$849K	Sell	30,559 -1,400	-4%	-$40.5K	0.82%	33
2021 Q4	$947K	Sell	31,959 -1,575	-5%	-$48.1K	0.8%	33
2021 Q3	$1.02M	Sell	33,534 -584	-2%	-$18.2K	0.95%	30
2021 Q2	$1.12M	Hold	34,118	–	–	1.05%	29
2021 Q1	$1.08M	Buy	+34,118	New	+$1.11M	1.08%	27

Other funds holding SCHE

CSIA

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

BCIM

Bishop & Co Investment Management Erie, Pennsylvania $325M AUM 17.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Crew Capital Management's SCHE Position: Q2 2023 in Review

Crew Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2023, closing a stake of 10,090 shares — an estimated $247K sold.

Crew Capital Management first reported a position in SCHE in Q1 2021 and held it in 9 quarters. The position peaked at $1.12M in Q2 2021. 705 funds tracked by Wall St. Rank hold SCHE as of Q2 2023.

Crew Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2023 after selling out during the quarter.
Crew Capital Management sold 10,090 Schwab Emerging Markets Equity ETF shares in Q2 2023, an estimated $247K.
Crew Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and held it in 9 quarters.
Crew Capital Management's Schwab Emerging Markets Equity ETF position peaked at $1.12M in Q2 2021.
705 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2023.

Based on Crew Capital Management's 13F filing for Q2 2023, filed 20 Jul 2023.