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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

666 hedge funds and large institutions have $5.95B invested in Schwab Emerging Markets Equity ETF in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 286 increasing their positions, 232 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+30
Holders Change %
+4.72%
% of All Funds
11.73%
Holding in Top 10
43
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.44%
% of All Funds
0.76%
New
73
Increased
286
Reduced
232
Closed
38
Calls
$508K
Puts
$1.07M
Net Calls
-$557K
Net Calls Change
+$415K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.84B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$51.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$62M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$78.7M
5
MG
Mather Group
Illinois
$212M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$731M
2
Charles Schwab
Charles Schwab
California
$212M
3
TCM
Tradewinds Capital Management
Washington
$121K
4
AG
Appleton Group
Wisconsin
$569K
5
GSIS
Global Strategic Investment Solutions
Arizona
$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
251
Focused Wealth Management
New York
$1.43M -$190K -5,976 -12%
BWP
252
BSW Wealth Partners
Colorado
$1.41M -$922 -29 -0.1%
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$1.4M – – –
TIM
254
Thompson Investment Management
Wisconsin
$1.39M +$2.96K +93 +0.2%
EFG
255
Everhart Financial Group
Ohio
$1.38M -$13.4K -422 -1%
RWM
256
Reston Wealth Management
Virginia
$1.38M +$17.7K +558 +1%
NF
257
Nikulski Financial
Iowa
$1.38M +$817K +25,731 +145%
MHR
258
Matthew Hamilton Rosenberg
$1.36M -$95 -3 -0%
PWM
259
Perigon Wealth Management
California
$1.33M +$94.6K +2,977 +8%
CFO
260
Collective Family Office
Pennsylvania
$1.32M +$674K +21,199 +104%
WS
261
Wedbush Securities
California
$1.32M -$9.82K -309 -0.7%
JIC
262
Johnson Investment Counsel
Ohio
$1.3M +$54.5K +1,715 +4%
LFA
263
Landmark Financial Advisors
Kentucky
$1.3M -$615K -19,354 -32%
LWM
264
Laidlaw Wealth Management
New York
$1.29M -$617K -19,425 -32%
FWI
265
Facet Wealth Inc
Maryland
$1.29M -$16.6K -522 -1%
BA
266
Bristlecone Advisors
Washington
$1.28M +$70.4K +2,216 +6%
ACP
267
Arcus Capital Partners
Georgia
$1.28M -$11.3K -357 -0.9%
Luther King Capital Management (LKCM)
268
Luther King Capital Management (LKCM)
Texas
$1.27M -$1.22M – –
CK
269
Cohen Klingenstein
New York
$1.26M – – –
IAS
270
IMA Advisory Services
Colorado
$1.25M -$18K -566 -1%
CIAS
271
Capital Investment Advisory Services
North Carolina
$1.24M -$78.3K -2,463 -6%
PFM
272
Peak Financial Management
Massachusetts
$1.23M +$14.9K +469 +1%
DWM
273
Destination Wealth Management
California
$1.22M -$55.1K -1,735 -4%
FFG
274
Fullen Financial Group
Ohio
$1.22M – – –
ADL
275
Asset Dedication LLC
California
$1.22M -$50.6K -1,598 -4%
9 10
11
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