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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 %
QCG
326
Quadrant Capital Group
Ohio
$820K -$66.4K -2,179 -7%
AAS
327
Avantax Advisory Services
Texas
$817K +$8.4K +275 +1%
PAS
328
Park Avenue Securities
New York
$809K +$393K +12,889 +94%
JAG
329
Journey Advisory Group
Kentucky
$805K +$35.6K +1,167 +5%
AIC
330
Ameritas Investment Company
Nebraska
$803K +$529K +17,335 +193%
Bessemer Group
331
Bessemer Group
New Jersey
$800K +$724K +23,752 +950%
HL
332
HeadInvest LLC
Maine
$799K -$50.3K -1,650 -6%
SPC
333
Sigma Planning Corp
Michigan
$781K -$5.91K -194 -0.8%
EAM
334
Evanson Asset Management
California
$775K – – –
PRS
335
Pinkerton Retirement Specialists
Idaho
$771K -$31.1K -1,020 -4%
CI
336
Cordant Inc
Oregon
$761K -$5.58K -183 -0.7%
SP
337
Successful Portfolios
Florida
$761K -$2.04K -67 -0.3%
JWM
338
Janiczek Wealth Management
Colorado
$750K +$26.6K +873 +4%
FA
339
Fortis Advisors
Pennsylvania
$742K -$218K -7,156 -23%
TC
340
Tatro Capital
Kentucky
$739K +$3.69K +121 +0.5%
SSWM
341
Sheets Smith Wealth Management
North Carolina
$738K +$9.75K +320 +1%
RW
342
REDW Wealth
New Mexico
$737K +$5.67K +186 +0.8%
KAS
343
Kestra Advisory Services
Texas
$734K +$309K +10,153 +73%
AIA
344
Armor Investment Advisors
North Carolina
$725K +$94.8K +3,108 +15%
CIAS
345
Capital Investment Advisory Services
North Carolina
$720K -$249K -8,177 -26%
CG
346
Colony Group
Massachusetts
$719K +$7.53K +247 +1%
EH
347
Equitable Holdings
New York
$716K +$61.1K +2,004 +9%
KJWM
348
Kiley Juergens Wealth Management
Washington
$714K +$130K +4,263 +22%
PCA
349
Personal Capital Advisors
California
$707K -$126K -4,119 -15%
IAN
350
Integrated Advisors Network
Texas
$699K -$219K -7,194 -24%
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