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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

675 hedge funds and large institutions have $5.2B invested in Schwab Emerging Markets Equity ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 239 increasing their positions, 289 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-41
Holders Change %
-5.73%
% of All Funds
11.67%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.54%
New
44
Increased
239
Reduced
289
Closed
77
Calls
$1.76M
Puts
$258K
Net Calls
+$1.5M
Net Calls Change
-$1.07M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$36.6M
2
OMC
Old Mission Capital
Illinois
+$25M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$24.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23M
5
OIA
OneDigital Investment Advisors
Kansas
+$18.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$76.5M
2
TI
Tidal Investments
Wisconsin
-$55M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$48.5M
4
HWM
HB Wealth Management
Georgia
-$13.3M
5
MG
Mather Group
Illinois
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
276
First Manhattan
New York
$873K -$209K -9,348 -19%
BWP
277
BSW Wealth Partners
Colorado
$863K -$8.45K -377 -1%
GP
278
Greenline Partners
New York
$861K – – –
DWT
279
Dorsey & Whitney Trust
South Dakota
$861K +$205K +9,180 +31%
MCWS
280
McKinley Carter Wealth Services
West Virginia
$858K -$16.4K -733 -2%
VFIC
281
Valley Forge Investment Consultants
Pennsylvania
$856K +$39.6K +1,766 +5%
LJAC
282
L.J. Altfest & Co
New York
$849K +$33.2K +1,484 +4%
PRS
283
Pinkerton Retirement Specialists
Idaho
$844K +$45.2K +2,019 +6%
NF
284
Nikulski Financial
Iowa
$840K -$190K -8,472 -18%
CAN
285
Cetera Advisor Networks
California
$835K +$20.3K +908 +2%
FFG
286
Fullen Financial Group
Ohio
$832K – – –
WPWM
287
Windward Private Wealth Management
Kansas
$831K -$9.17K -409 -1%
BWM
288
BCS Wealth Management
Tennessee
$818K -$5.18K -231 -0.6%
MHR
289
Matthew Hamilton Rosenberg
$817K -$128K -5,730 -14%
AIS
290
American Investment Services
Massachusetts
$810K – – –
Lido Advisors
291
Lido Advisors
California
$796K -$8.73K -390 -1%
AIM
292
Athena Investment Management
California
$787K -$7.44K -332 -0.9%
FWI
293
Facet Wealth Inc
Maryland
$774K -$69.7K -3,042 -8%
MA
294
Modus Advisors
Minnesota
$769K – – –
JC
295
Jentner Corp
Ohio
$769K +$37.6K +1,680 +5%
GRP
296
Global Retirement Partners
California
$768K -$2.88K -133 -0.4%
AAS
297
Ameritas Advisory Services
Nebraska
$763K +$314K +14,015 +70%
FCH
298
Freestone Capital Holdings
Washington
$762K -$234K -10,426 -23%
EK
299
Evensky & Katz
Florida
$761K -$880K -39,264 -54%
WT
300
Whittier Trust
California
$752K -$7.72K -345 -1%
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