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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 %
MWM
251
Mission Wealth Management
California
$1.58M -$52.6K -2,136 -3%
KC
252
Kades & Cheifetz
Pennsylvania
$1.58M +$12.4K +504 +0.8%
CFO
253
CVA Family Office
Colorado
$1.57M +$369 +15 +0%
FWS
254
FinDec Wealth Services
California
$1.57M -$147K -5,950 -9%
CWM
255
Chesapeake Wealth Management
Virginia
$1.54M +$7.61K +309 +0.5%
B
256
Bailard
California
$1.53M -$95K -3,858 -6%
BIA
257
Bell Investment Advisors
California
$1.52M -$3.6K -146 -0.2%
PCM
258
Passive Capital Management
Maryland
$1.49M +$32.7K +1,328 +2%
NSG
259
Nalls Sherbakoff Group
Tennessee
$1.48M +$26.6K +1,125 +2%
RRC
260
Relaxing Retirement Coach
Massachusetts
$1.47M +$2.81K +114 +0.2%
Truist Financial
261
Truist Financial
North Carolina
$1.43M -$27.4K -1,111 -2%
NIC
262
Northwest Investment Counselors
Oregon
$1.41M -$72.6K -2,948 -5%
ACM
263
Alpha Capital Management
Texas
$1.4M – – –
PRS
264
Pinkerton Retirement Specialists
Idaho
$1.39M +$142K +5,752 +11%
CNWM
265
Clay Northam Wealth Management
California
$1.38M – – –
IWC
266
Integrated Wealth Concepts
Massachusetts
$1.35M -$21.5K -874 -2%
Lido Advisors
267
Lido Advisors
California
$1.33M +$340K +13,787 +34%
MWM
268
Modera Wealth Management
New Jersey
$1.31M +$1.31M +53,061 New
RJA
269
Raymond James & Associates
Florida
$1.28M +$896K +36,397 +234%
CHA
270
Carmichael Hill & Associates
Maryland
$1.28M +$28.9K +1,175 +2%
RRCM
271
Rappaport Reiches Capital Management
Illinois
$1.27M -$6.97K -283 -0.5%
IA
272
IFP Advisors
Florida
$1.27M -$1.97M -80,155 -61%
WPWM
273
Windward Private Wealth Management
Kansas
$1.27M -$9.43K -383 -0.7%
CW
274
CIC Wealth
Maryland
$1.25M -$3.87K -157 -0.3%
LBC
275
Lowe Brockenbrough & Co
Virginia
$1.23M +$14.3K +581 +1%
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