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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 %
AWM
276
Axxcess Wealth Management
California
$1.21M +$700K +28,423 +138%
HWM
277
HB Wealth Management
Georgia
$1.2M -$72.8K -2,954 -6%
PFM
278
Peak Financial Management
Massachusetts
$1.19M -$137K -5,569 -10%
SCM
279
Sebold Capital Management
Illinois
$1.19M -$71.8K -2,915 -6%
DSA
280
Droms Strauss Advisors
Missouri
$1.17M +$5.27K +213 +0.5%
KIG
281
Kowal Investment Group
Wisconsin
$1.16M +$618K +25,080 +115%
MMHP
282
Murphy Middleton Hinkle & Parker
Georgia
$1.15M -$22.6K -918 -2%
AWA
283
Arete Wealth Advisors
Illinois
$1.14M +$561K +22,787 +97%
TIM
284
Thompson Investment Management
Wisconsin
$1.14M -$3.4K -138 -0.3%
NFW
285
Noble Family Wealth
Florida
$1.13M -$47.1K -1,913 -4%
Bank of Montreal
286
Bank of Montreal
Ontario, Canada
$1.12M -$250K -9,822 -18%
JF
287
Joule Financial
Kentucky
$1.12M +$735K +29,846 +189%
AOWM
288
Alpha Omega Wealth Management
Virginia
$1.11M +$1.63K +66 +0.1%
FCM
289
Firestone Capital Management
Florida
$1.11M -$64.4K -2,532 -5%
RPG
290
Resource Planning Group
Georgia
$1.09M -$68.7K -2,789 -6%
SFG
291
Sunburst Financial Group
Alabama
$1.08M +$155K +6,287 +17%
CAG
292
Curtis Advisory Group
California
$1.07M +$113K +4,574 +12%
GFS
293
GYL Financial Synergies
Connecticut
$1.06M +$37.8K +1,533 +4%
WPW
294
Watershed Private Wealth
Illinois
$1.06M – – –
LJAC
295
L.J. Altfest & Co
New York
$1.05M -$19.1K -776 -2%
RF
296
RHS Financial
California
$1.04M -$171K -6,952 -14%
CAN
297
Cetera Advisor Networks
California
$1.04M -$65.3K -2,651 -6%
WH
298
Whitcomb & Hess
Ohio
$1.03M +$6.18K +251 +0.6%
RBC
299
Roble Belko & Company
Pennsylvania
$1.03M -$683K -27,718 -40%
CFD
300
Creative Financial Designs
Indiana
$1.02M +$114K +4,615 +13%
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