SCHE icon

Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

675 hedge funds and large institutions have $6.03B invested in Schwab Emerging Markets Equity ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 291 increasing their positions, 237 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-18
Holders Change %
-2.6%
% of All Funds
11.85%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.76%
New
39
Increased
291
Reduced
237
Closed
48
Calls
$369K
Puts
–
Net Calls
+$369K
Net Calls Change
+$545K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$63.3M
2
OMC
Old Mission Capital
Illinois
+$37.2M
3
Creative Planning
Creative Planning
Kansas
+$30.6M
4
FWM
FFT Wealth Management
Pennsylvania
+$29.9M
5
MG
Mather Group
Illinois
+$22.4M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$64.7M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$27.5M
3
SCM
SCS Capital Management
Massachusetts
-$26.7M
4
Bank of America
Bank of America
North Carolina
-$14.5M
5
JIR
James Investment Research
Ohio
-$8.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
301
RHS Financial
California
$973K +$32.4K +1,064 +3%
IA
302
IFP Advisors
Florida
$959K +$121K +3,891 +15%
RFA
303
Reilly Financial Advisors
California
$956K +$71.2K +2,336 +8%
GI
304
GS Investments
Minnesota
$956K +$956K +31,354 New
SHGA
305
Sand Hill Global Advisors
California
$942K +$942K +30,898 New
HWA
306
HHM Wealth Advisors
Tennessee
$932K – – –
BIP
307
Blueprint Investment Partners
North Carolina
$922K -$136K -4,468 -13%
JC
308
Jentner Corp
Ohio
$910K -$56.1K -1,839 -6%
FM
309
Foster & Motley
Ohio
$898K +$48.8K +1,600 +6%
CAG
310
Curtis Advisory Group
California
$885K +$35K +1,149 +4%
VFIC
311
Valley Forge Investment Consultants
Pennsylvania
$884K -$144K -4,739 -14%
TFS
312
TrustCore Financial Services
Tennessee
$877K -$95K -3,118 -10%
AIM
313
Aspen Investment Management
Michigan
$866K -$17.2K -565 -2%
MAS
314
Madden Advisory Services
Florida
$863K +$128K +4,192 +17%
WPWM
315
Windward Private Wealth Management
Kansas
$861K +$198K +6,480 +30%
FWP
316
Falcon Wealth Planning
California
$860K -$1.22K -40 -0.1%
BBW
317
Blue Barn Wealth
Utah
$860K +$13.9K +455 +2%
CBFP
318
Cedar Brook Financial Partners
Ohio
$855K +$136K +4,467 +19%
FAIM
319
Financial Advocates Investment Management
Washington
$848K -$16.5K -539 -2%
AAS
320
Annex Advisory Services
Wisconsin
$847K -$10.7K -350 -1%
CK
321
Cohen Klingenstein
New York
$840K -$365K -11,968 -30%
CFA
322
Cahill Financial Advisors
Minnesota
$833K – – –
First Manhattan
323
First Manhattan
New York
$832K +$27.4K +900 +3%
CWA
324
Carolina Wealth Advisors
South Carolina
$824K +$17.6K +576 +2%
SWA
325
Stratos Wealth Advisors
Ohio
$821K -$74.1K -2,429 -8%
11 12
13
14 15