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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 %
SWM
301
SeaCrest Wealth Management
New York
$1.01M +$15.1K +614 +2%
CWM
302
Congress Wealth Management
Massachusetts
$1.01M -$45.7K -1,857 -4%
FANJ
303
Financial Architects (New Jersey)
New Jersey
$1M +$4.83K +196 +0.5%
ACG
304
Allen Capital Group
Nebraska
$966K +$87.7K +3,561 +10%
ACM
305
Armbruster Capital Management
New York
$949K -$320 -13 -0%
GP
306
Greenline Partners
New York
$947K – – –
ES
307
Eagle Strategies
New York
$938K +$25.6K +1,038 +3%
AIM
308
Athena Investment Management
California
$895K -$3.03K -123 -0.3%
FM
309
Foster & Motley
Ohio
$881K +$14.1K +574 +2%
Baird Financial Group
310
Baird Financial Group
Wisconsin
$870K -$72K -2,923 -8%
Koshinski Asset Management
311
Koshinski Asset Management
Illinois
$850K -$206K -8,363 -19%
CWA
312
Carolina Wealth Advisors
South Carolina
$836K +$13K +527 +2%
FG
313
Foster Group
Iowa
$831K +$10.7K +436 +1%
WT
314
Whittier Trust
California
$827K – – –
MFA
315
Morling Financial Advisors
California
$827K -$2.78K -113 -0.3%
NL
316
NWAM LLC
Washington
$812K +$812K +32,976 New
FFA
317
Fragasso Financial Advisors
Pennsylvania
$812K +$2.24K +91 +0.3%
EW
318
Element Wealth
Mississippi
$801K -$1.87K -76 -0.2%
BDFN
319
Bond & Devick Financial Network
Minnesota
$800K +$14.3K +579 +2%
EFG
320
Everhart Financial Group
Ohio
$798K -$10.7K -436 -1%
FTS
321
Fifth Third Securities
Ohio
$794K +$39.7K +1,611 +5%
SIA
322
Soltis Investment Advisors
Utah
$793K -$1.85K -75 -0.2%
AIS
323
American Investment Services
Massachusetts
$786K +$493 +20 +0.1%
BBPWM
324
Blue Bell Private Wealth Management
Pennsylvania
$785K -$21.4K -867 -3%
GCP
325
GSA Capital Partners
United Kingdom
$783K -$448K -18,200 -36%
11 12
13
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