Crew Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-16,292	Closed	-$314K	–	97
2022 Q4	$314K	Sell	16,292 -1,915	-11%	-$36.9K	0.45%	61
2022 Q3	$340K	Hold	18,207	–	–	0.46%	54
2022 Q2	$384K	Sell	18,207 -120	-0.7%	-$2.76K	0.48%	56
2022 Q1	$456K	Sell	18,327 -467	-2%	-$11.3K	0.44%	52
2021 Q4	$495K	Hold	18,794	–	–	0.42%	51
2021 Q3	$429K	Sell	18,794 -660	-3%	-$15.7K	0.4%	52
2021 Q2	$445K	Hold	19,454	–	–	0.42%	54
2021 Q1	$400K	Buy	+19,454	New	+$381K	0.4%	60

Other funds holding SCHH

CSIA

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Crew Capital Management sold out of Schwab US REIT ETF (SCHH) in Q1 2023, closing a stake of 16,292 shares — an estimated $314K sold.

Crew Capital Management first reported a position in SCHH in Q1 2021 and held it in 8 quarters. The position peaked at $495K in Q4 2021. 472 funds tracked by Wall St. Rank hold SCHH as of Q1 2023.

Crew Capital Management reported no remaining Schwab US REIT ETF position as of Q1 2023 after selling out during the quarter.
Crew Capital Management sold 16,292 Schwab US REIT ETF shares in Q1 2023, an estimated $314K.
Crew Capital Management first reported a position in Schwab US REIT ETF in Q1 2021 and held it in 8 quarters.
Crew Capital Management's Schwab US REIT ETF position peaked at $495K in Q4 2021.
472 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2023.

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