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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 %
FCM
276
Fortis Capital Management
Washington
$1.18M +$149K +4,686 +14%
DWP
277
Destiny Wealth Partners
Florida
$1.16M -$66.3K -2,086 -5%
MA
278
Modus Advisors
Minnesota
$1.16M -$21.1K -665 -2%
DWT
279
Dorsey & Whitney Trust
South Dakota
$1.15M +$561K +17,650 +95%
Lido Advisors
280
Lido Advisors
California
$1.14M +$63.7K +2,004 +6%
AIS
281
American Investment Services
Massachusetts
$1.14M -$82.5K -2,595 -7%
GRP
282
Global Retirement Partners
California
$1.13M +$4.13K +130 +0.4%
JPLA
283
Joseph P. Lucia & Associates
New York
$1.13M +$136K +4,264 +14%
DSA
284
Droms Strauss Advisors
Missouri
$1.11M -$603 -19 -0.1%
APG
285
Abacus Planning Group
South Carolina
$1.11M -$49.5K -1,557 -4%
BIP
286
Blueprint Investment Partners
North Carolina
$1.11M +$1.1M +34,748 +77,218%
IAP
287
Indie Asset Partners
Indiana
$1.09M +$1.09M +34,375 New
CCM
288
Crew Capital Management
Ohio
$1.08M +$1.08M +34,118 New
BBPWM
289
Blue Bell Private Wealth Management
Pennsylvania
$1.08M +$27.3K +858 +3%
WT
290
Whittier Trust
California
$1.08M +$9.08K +286 +0.9%
LJAC
291
L.J. Altfest & Co
New York
$1.05M -$2.48K -78 -0.2%
MMHP
292
Murphy Middleton Hinkle & Parker
Georgia
$1.05M +$490K +15,414 +87%
PGFC
293
Peapack-Gladstone Financial Corp
New Jersey
$1.05M +$1.05M +33,015 New
KFS
294
Kaizen Financial Strategies
California
$1.05M +$1.05M +32,907 New
TFS
295
TrustCore Financial Services
Tennessee
$1.04M -$103K -3,242 -9%
BC
296
Burleson & Co
California
$1.04M -$172K -5,408 -14%
NWS
297
Newport Wealth Strategies
California
$1.04M +$1.04M +32,604 New
OCG
298
Opus Capital Group
Ohio
$1.02M -$4K -126 -0.4%
RF
299
RHS Financial
California
$1.01M -$195K -6,124 -16%
PA
300
Procyon Advisors
Connecticut
$1.01M +$17.5K +549 +2%
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