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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 %
AIM
326
Aspen Investment Management
Michigan
$629K -$8.51K -380 -1%
BCM
327
Bourgeon Capital Management
Connecticut
$623K +$42K +1,872 +7%
IWC
328
Integrated Wealth Concepts
Massachusetts
$618K -$1.12M -50,190 -65%
CFA
329
Cahill Financial Advisors
Minnesota
$618K -$5.67K -253 -0.9%
AWA
330
Alaska Wealth Advisors
Alaska
$611K +$32.6K +1,455 +6%
FWP
331
Falcon Wealth Planning
California
$605K -$45.2K -2,019 -7%
KJWM
332
Kiley Juergens Wealth Management
Washington
$604K +$28.6K +1,276 +5%
GCP
333
Gill Capital Partners
Colorado
$597K +$597K +26,660 New
TFS
334
TrustCore Financial Services
Tennessee
$594K -$17K -758 -3%
CAG
335
Curtis Advisory Group
California
$585K -$8.8K -393 -1%
Brown Advisory
336
Brown Advisory
Maryland
$585K +$129K +5,755 +28%
HWA
337
HHM Wealth Advisors
Tennessee
$579K – – –
MAS
338
Madden Advisory Services
Florida
$578K +$19.7K +880 +4%
JWM
339
Janiczek Wealth Management
Colorado
$563K -$21.4K -949 -4%
BCM
340
Brookstone Capital Management
Illinois
$554K +$245K +11,050 +79%
CIAS
341
Capital Investment Advisory Services
North Carolina
$553K -$12.7K -567 -2%
SFG
342
Sunburst Financial Group
Alabama
$549K +$10.7K +476 +2%
BBW
343
Blue Barn Wealth
Utah
$542K -$13.5K -604 -2%
SFP
344
Sterling Financial Planning
New Jersey
$537K +$131K +5,859 +32%
WFA
345
Wade Financial Advisory
California
$533K -$4.88K -218 -0.9%
BIP
346
Blueprint Investment Partners
North Carolina
$528K +$45.4K +2,027 +9%
AAS
347
Avantax Advisory Services
Texas
$527K +$31.8K +1,420 +6%
EAM
348
Evanson Asset Management
California
$526K +$3.3K +147 +0.6%
FTS
349
Fifth Third Securities
Ohio
$523K +$48.4K +2,158 +10%
CMBA
350
C.M. Bidwell & Associates
Hawaii
$518K -$68K -3,035 -12%
12 13
14
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