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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

704 hedge funds and large institutions have $6.09B invested in Schwab Emerging Markets Equity ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 279 increasing their positions, 277 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+10
Holders Change %
+1.44%
% of All Funds
11.1%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.58%
New
54
Increased
279
Reduced
277
Closed
36
Calls
$675K
Puts
–
Net Calls
+$675K
Net Calls Change
-$789K

Top Buyers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
+$125M
2
CSIA
Charles Schwab Investment Advisory
California
+$35M
3
TCM
Tradewinds Capital Management
Washington
+$27.3M
4
DS
DRW Securities
Illinois
+$14.8M
5
TC
Trilogy Capital
California
+$12.3M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$108M
2
Citadel Advisors
Citadel Advisors
Florida
-$81.9M
3
HC
Hamilton Capital
Ohio
-$57.6M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$42.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWMA
226
Ironwood Wealth Management (Arizona)
Arizona
$1.89M -$11.5K -467 -0.6%
IFS
227
Ifrah Financial Services
Arkansas
$1.88M +$46.9K +1,904 +3%
GC
228
Grimes & Company
Massachusetts
$1.88M -$215K -8,747 -10%
QIM
229
Quantitative Investment Management
Virginia
$1.87M +$1.87M +75,969 New
CPIG
230
Chicago Partners Investment Group
Illinois
$1.87M +$300K +11,903 +19%
FNC
231
First National Corp
Massachusetts
$1.84M +$1.84M +74,736 New
SS
232
Sunbelt Securities
Texas
$1.81M +$99.2K +4,028 +6%
FPCP
233
Fort Point Capital Partners
California
$1.78M +$45.1K +1,831 +3%
GG
234
Gleason Group
Kentucky
$1.72M -$57.8K -2,347 -3%
VCM
235
Vivaldi Capital Management
Illinois
$1.72M +$119K +4,827 +7%
VA
236
Valmark Advisers
Ohio
$1.72M +$37.7K +1,532 +2%
LPAM
237
Lodestar Private Asset Management
California
$1.71M -$67.7K -2,750 -4%
JCIA
238
Jackson Creek Investment Advisors
Colorado
$1.71M -$3.06K -124 -0.2%
MCM
239
MAI Capital Management
Ohio
$1.71M -$152K -6,174 -8%
HCA
240
Horan Capital Advisors
Ohio
$1.71M +$8.82K +358 +0.5%
PGFC
241
Peapack-Gladstone Financial Corp
New Jersey
$1.71M +$73K +2,963 +4%
MFGP
242
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.71M -$93.3K -3,787 -5%
LNWWM
243
Laird Norton Wetherby Wealth Management
California
$1.69M -$87.2K -3,540 -5%
B
244
Bensler
Washington
$1.69M -$284K -11,521 -14%
DAS
245
Dynamic Advisor Solutions
Arizona
$1.69M +$1.18M +48,087 +235%
GFPC
246
Global Financial Private Client
Florida
$1.68M -$285K -11,481 -14%
Janney Montgomery Scott
247
Janney Montgomery Scott
Pennsylvania
$1.68M -$147K -5,963 -8%
TA
248
Trellis Advisors
Washington
$1.68M +$18.4K +747 +1%
Citadel Advisors
249
Citadel Advisors
Florida
$1.64M -$81.9M -3,326,870 -98%
CCWA
250
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.62M -$34.5K -1,399 -2%
8 9
10
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