Crew Capital Management’s Schwab International Equity ETF SCHF Stock Holding History

Crew Capital Management’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-19,966	Closed	-$322K	–	96
2022 Q4	$322K	Sell	19,966 -2,828	-12%	-$44.2K	0.46%	58
2022 Q3	$321K	Sell	22,794 -2,000	-8%	-$31.4K	0.44%	59
2022 Q2	$390K	Sell	24,794 -850	-3%	-$14.5K	0.49%	53
2022 Q1	$471K	Hold	25,644	–	–	0.45%	50
2021 Q4	$498K	Hold	25,644	–	–	0.42%	49
2021 Q3	$496K	Sell	25,644 -928	-3%	-$18.5K	0.46%	48
2021 Q2	$524K	Sell	26,572 -1,000	-4%	-$19.8K	0.49%	46
2021 Q1	$519K	Buy	+27,572	New	+$514K	0.52%	46

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

CSIA

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

Crew Capital Management's SCHF Position: Q1 2023 in Review

Crew Capital Management sold out of Schwab International Equity ETF (SCHF) in Q1 2023, closing a stake of 19,966 shares — an estimated $322K sold.

Crew Capital Management first reported a position in SCHF in Q1 2021 and held it in 8 quarters. The position peaked at $524K in Q2 2021. 996 funds tracked by Wall St. Rank hold SCHF as of Q1 2023.

Crew Capital Management reported no remaining Schwab International Equity ETF position as of Q1 2023 after selling out during the quarter.
Crew Capital Management sold 19,966 Schwab International Equity ETF shares in Q1 2023, an estimated $322K.
Crew Capital Management first reported a position in Schwab International Equity ETF in Q1 2021 and held it in 8 quarters.
Crew Capital Management's Schwab International Equity ETF position peaked at $524K in Q2 2021.
996 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2023.

Based on Crew Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.