SCHE icon

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
+$85.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$51.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$36.8M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$29M
5
MG
Mather Group
Illinois
+$22.9M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$52.7M
2
Charles Schwab
Charles Schwab
California
-$35.8M
3
TCM
Tradewinds Capital Management
Washington
-$20.1M
4
AG
Appleton Group
Wisconsin
-$7.58M
5
GSIS
Global Strategic Investment Solutions
Arizona
-$6.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
301
Carmichael Hill & Associates
Maryland
$1.01M +$46.9K +1,476 +5%
FA
302
Fortis Advisors
Pennsylvania
$1M +$474K +18,998 +90%
BDFN
303
Bond & Devick Financial Network
Minnesota
$1M +$14.3K +450 +1%
NFG
304
Nations Financial Group
Iowa
$991K +$40.2K +1,265 +4%
BWM
305
BCS Wealth Management
Tennessee
$991K +$52.2K +1,642 +6%
IAN
306
Integrated Advisors Network
Texas
$982K +$40.3K +1,267 +4%
JC
307
Jentner Corp
Ohio
$978K -$100K -3,153 -9%
AFP
308
Ausdal Financial Partners
Iowa
$969K +$158K +4,972 +19%
QCG
309
Quadrant Capital Group
Ohio
$946K +$4.32K +136 +0.5%
PCA
310
Personal Capital Advisors
California
$929K +$54.4K +1,712 +6%
AIM
311
Aspen Investment Management
Michigan
$921K -$6.36K -200 -0.7%
AAS
312
Annex Advisory Services
Wisconsin
$903K -$61K -1,920 -6%
WPWM
313
Windward Private Wealth Management
Kansas
$901K +$330K +10,388 +58%
FWP
314
Falcon Wealth Planning
California
$898K -$40.6K -1,277 -4%
ACA
315
Atlas Capital Advisors
Wyoming
$884K -$162K -5,110 -16%
AWS
316
AJ Wealth Strategies
New York
$881K +$575K +18,102 +188%
FAIM
317
Financial Advocates Investment Management
Washington
$874K -$194K -6,090 -18%
CFA
318
Cahill Financial Advisors
Minnesota
$871K -$6.23K -196 -0.7%
HL
319
HeadInvest LLC
Maine
$871K +$165K +5,210 +23%
MCM
320
MAI Capital Management
Ohio
$867K +$51.9K +1,635 +6%
FAG
321
Financial Advisory Group
Texas
$866K -$270K -8,501 -24%
RW
322
REDW Wealth
New Mexico
$863K +$11.5K +361 +1%
IA
323
IFP Advisors
Florida
$861K -$328K -10,324 -28%
CAG
324
Curtis Advisory Group
California
$851K -$1.84K -58 -0.2%
RFA
325
Reilly Financial Advisors
California
$850K +$69K +2,172 +9%
11 12
13
14 15