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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 %
BBPWM
301
Blue Bell Private Wealth Management
Pennsylvania
$744K -$15.8K -704 -2%
ZIM
302
Zacks Investment Management
Illinois
$741K +$379K +16,918 +105%
ZF
303
Zhang Financial
Michigan
$739K +$245K +10,935 +50%
MFA
304
Morling Financial Advisors
California
$738K -$961K -42,937 -57%
WWM
305
WT Wealth Management
Arizona
$738K -$501K -22,374 -40%
FM
306
Foster & Motley
Ohio
$736K -$58.4K -2,609 -7%
BDFN
307
Bond & Devick Financial Network
Minnesota
$731K -$50.5K -2,255 -6%
TNA
308
True North Advisors
Texas
$719K +$217K +9,695 +43%
CWA
309
Carolina Wealth Advisors
South Carolina
$710K +$10.9K +487 +2%
WPC
310
Wedmont Private Capital
Pennsylvania
$708K +$398K +17,779 +129%
FPAS
311
Focus Partners Advisor Solutions
Missouri
$699K -$94.9K -4,236 -12%
PA
312
Planning Alternatives
Michigan
$696K -$16K -716 -2%
RDIA
313
RE Dickinson Investment Advisors
Iowa
$694K -$57K -2,543 -8%
CBFP
314
Cedar Brook Financial Partners
Ohio
$694K +$84.3K +3,764 +14%
SHGA
315
Sand Hill Global Advisors
California
$692K – – –
PTC
316
Private Trust Company
Ohio
$687K -$179 -8 -0%
APG
317
Abacus Planning Group
South Carolina
$681K +$3.74K +167 +0.6%
GW
318
GW & Wade
Massachusetts
$677K -$11.6K -518 -2%
JAG
319
Journey Advisory Group
Kentucky
$664K -$5.11K -228 -0.8%
ADL
320
Asset Dedication LLC
California
$661K +$661K +29,335 New
SPC
321
Sigma Planning Corp
Michigan
$660K -$4.77K -213 -0.7%
LWM
322
Laidlaw Wealth Management
New York
$655K -$41.3K -1,842 -6%
RJA
323
Raymond James & Associates
Florida
$650K +$3.58K +160 +0.6%
FG
324
Foster Group
Iowa
$640K +$10.3K +459 +2%
KLI
325
Kelman-Lazarov Inc
Tennessee
$634K +$138K +6,161 +28%
11 12
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