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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

694 hedge funds and large institutions have $6.07B invested in Schwab Emerging Markets Equity ETF in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 250 increasing their positions, 292 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-18
Holders Change %
-2.53%
% of All Funds
11.11%
Holding in Top 10
38
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.63%
% of All Funds
0.61%
New
50
Increased
250
Reduced
292
Closed
54
Calls
$1.47M
Puts
$2K
Net Calls
+$1.46M
Net Calls Change
-$141K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$83.2M
2
KOC
2
Koss-Olinger Consulting
Florida
$24.9M
3
HC
3
Hamilton Capital
Ohio
$68.6M
4
EWA
4
EP Wealth Advisors
California
$24.3M
5
SAG
5
SageView Advisory Group
California
$51.6M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$51.1M
2
Jane Street
2
Jane Street
New York
$28.5M
3
FTUS
3
Flow Traders U.S.
New York
$22.1M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$14.6M
5
Creative Planning
5
Creative Planning
Kansas
$635M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
251
Bailard
California
$1.61M +$169K +6,912 +12%
VCM
252
Vivaldi Capital Management
Illinois
$1.59M +$16K +651 +1%
CFO
253
CVA Family Office
Colorado
$1.57M -$328K -13,357 -17%
KC
254
Kades & Cheifetz
Pennsylvania
$1.56M +$431K +17,591 +38%
CWM
255
Chesapeake Wealth Management
Virginia
$1.53M -$26.6K -1,084 -2%
NSG
256
Nalls Sherbakoff Group
Tennessee
$1.52M +$1.52M +61,605 New
BIA
257
Bell Investment Advisors
California
$1.51M -$29.9K -1,220 -2%
CPIG
258
Chicago Partners Investment Group
Illinois
$1.5M +$41.9K +1,734 +3%
CL
259
Choreo LLC
Illinois
$1.5M +$1.5M +61,023 New
NIC
260
Northwest Investment Counselors
Oregon
$1.48M +$8.9K +363 +0.6%
RRC
261
Relaxing Retirement Coach
Massachusetts
$1.46M -$86.1K -3,510 -6%
Truist Financial
262
Truist Financial
North Carolina
$1.45M +$140K +5,717 +11%
PCM
263
Passive Capital Management
Maryland
$1.45M -$51.4K -2,097 -3%
ACM
264
Alpha Capital Management
Texas
$1.4M – – –
CNWM
265
Clay Northam Wealth Management
California
$1.38M -$5.52K -225 -0.4%
IWC
266
Integrated Wealth Concepts
Massachusetts
$1.37M +$708K +28,871 +107%
SA
267
Sunesis Advisors
Kansas
$1.33M -$227K -9,239 -15%
Bank of Montreal
268
Bank of Montreal
Ontario, Canada
$1.33M -$109K -4,448 -8%
PFM
269
Peak Financial Management
Massachusetts
$1.32M +$49.9K +2,035 +4%
RRCM
270
Rappaport Reiches Capital Management
Illinois
$1.28M -$11.9K -487 -0.9%
WPWM
271
Windward Private Wealth Management
Kansas
$1.27M -$8.83K -360 -0.7%
HWM
272
HB Wealth Management
Georgia
$1.27M -$44.3K -1,807 -3%
BAM
273
Baldrige Asset Management
Pennsylvania
$1.26M +$79.6K +3,247 +7%
SCM
274
Sebold Capital Management
Illinois
$1.25M -$14.5K -593 -1%
CW
275
CIC Wealth
Maryland
$1.24M +$230K +9,379 +23%
9 10
11
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