CCM
SCHE icon

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

Cribstone 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
2022
Q4 		– Sell
-185
Closed -$4K – 454
2022
Q3 		$4K Hold
185
– – ﹤0.01% 317
2022
Q2 		$5K Hold
185
– – ﹤0.01% 306
2022
Q1 		$5K Buy
185
+22
+13% +$637 ﹤0.01% 316
2021
Q4 		$5K Hold
163
– – ﹤0.01% 317
2021
Q3 		$5K Buy
+163
New +$5.09K ﹤0.01% 298

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

Cribstone Capital Management's SCHE Position: Q4 2022 in Review

Cribstone Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 185 shares — an estimated $4K sold.

Cribstone Capital Management first reported a position in SCHE in Q3 2021 and held it in 5 quarters. The position peaked at $5K in Q2 2022. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

  • Cribstone Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Cribstone Capital Management sold 185 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $4K.
  • Cribstone Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2021 and held it in 5 quarters.
  • Cribstone Capital Management's Schwab Emerging Markets Equity ETF position peaked at $5K in Q2 2022.
  • 712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on Cribstone Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.