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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

675 hedge funds and large institutions have $6.03B invested in Schwab Emerging Markets Equity ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 291 increasing their positions, 237 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-18
Holders Change %
-2.6%
% of All Funds
11.85%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.76%
New
39
Increased
291
Reduced
237
Closed
48
Calls
$369K
Puts
–
Net Calls
+$369K
Net Calls Change
+$545K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$63.3M
2
OMC
Old Mission Capital
Illinois
+$37.2M
3
Creative Planning
Creative Planning
Kansas
+$30.6M
4
FWM
FFT Wealth Management
Pennsylvania
+$29.9M
5
MG
Mather Group
Illinois
+$22.4M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$64.7M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$27.5M
3
SCM
SCS Capital Management
Massachusetts
-$26.7M
4
Bank of America
Bank of America
North Carolina
-$14.5M
5
JIR
James Investment Research
Ohio
-$8.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
251
Everhart Financial Group
Ohio
$1.43M +$125K +4,091 +10%
BWP
252
BSW Wealth Partners
Colorado
$1.42M -$2.53K -83 -0.2%
FCA
253
FLC Capital Advisors
California
$1.42M -$3.93K -129 -0.3%
ICM
254
Islay Capital Management
Texas
$1.4M +$60.1K +1,971 +4%
BC
255
Bartlett & Co
Ohio
$1.39M -$1.34K -44 -0.1%
BCWM
256
Bartlett & Co Wealth Management
Ohio
$1.39M -$1.34K -44 -0.1%
TIM
257
Thompson Investment Management
Wisconsin
$1.35M -$19.3K -633 -1%
SWM
258
SeaCrest Wealth Management
New York
$1.33M -$187K -6,146 -12%
ACM
259
Armbruster Capital Management
New York
$1.31M -$80.9K -2,653 -6%
LFA
260
Landmark Financial Advisors
Kentucky
$1.3M +$61.8K +1,944 +5%
PFM
261
Peak Financial Management
Massachusetts
$1.28M +$58.3K +1,913 +5%
PGFC
262
Peapack-Gladstone Financial Corp
New Jersey
$1.28M +$171K +5,593 +15%
JIC
263
Johnson Investment Counsel
Ohio
$1.28M +$50.1K +1,643 +4%
BWM
264
BCS Wealth Management
Tennessee
$1.25M +$252K +8,255 +25%
IAS
265
IMA Advisory Services
Colorado
$1.25M -$3.08K -101 -0.2%
MHR
266
Matthew Hamilton Rosenberg
$1.22M +$6.68K +219 +0.5%
SBL
267
Sargent Bickham Lagudis
Colorado
$1.21M -$6.13K -201 -0.5%
AWM
268
AE Wealth Management
Kansas
$1.2M +$883K +28,978 +275%
AFP
269
Ausdal Financial Partners
Iowa
$1.18M +$99.1K +3,252 +9%
DWM
270
Destination Wealth Management
California
$1.18M -$7.89K -259 -0.7%
GP
271
Greenline Partners
New York
$1.17M – – –
FFG
272
Fullen Financial Group
Ohio
$1.15M – – –
FAG
273
Financial Advisory Group
Texas
$1.14M +$307K +10,075 +37%
GRP
274
Global Retirement Partners
California
$1.13M +$79K +2,592 +8%
ADL
275
Asset Dedication LLC
California
$1.13M -$8.17K -268 -0.7%
9 10
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