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Crowley Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Crowley Wealth 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
2025
Q1 		– Sell
-3,760
Closed -$100K – 434
2024
Q4 		$100K Buy
+3,760
New +$106K 0.09% 102

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM

Crowley Wealth Management's SCHE Position: Q1 2025 in Review

Crowley Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 3,760 shares — an estimated $100K sold.

Crowley Wealth Management first reported a position in SCHE in Q4 2024 and held it in 1 quarter. The position peaked at $100K in Q4 2024. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

  • Crowley Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 3,760 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $100K.
  • Crowley Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and held it in 1 quarter.
  • Crowley Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $100K in Q4 2024.
  • 761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Crowley Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.