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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 %
VF
326
Vawter Financial
Ohio
$780K +$374K +15,184 +92%
ZF
327
Zhang Financial
Michigan
$769K -$199K -8,080 -21%
BWP
328
BSW Wealth Partners
Colorado
$765K +$3.57K +145 +0.5%
SHGA
329
Sand Hill Global Advisors
California
$761K – – –
GRP
330
Global Retirement Partners
California
$752K -$14K -569 -2%
CA
331
Cetera Advisors
Colorado
$729K +$27.6K +1,120 +4%
ADL
332
Asset Dedication LLC
California
$724K +$4.97K +201 +0.7%
Goldman Sachs
333
Goldman Sachs
New York
$724K -$10K -408 -1%
IP
334
Ignite Planners
California
$723K +$30K +1,222 +4%
EAM
335
Evanson Asset Management
California
$719K +$140K +5,664 +24%
CFA
336
Cahill Financial Advisors
Minnesota
$716K +$2.91K +118 +0.4%
SPC
337
Sigma Planning Corp
Michigan
$709K +$14.4K +586 +2%
JC
338
Jentner Corp
Ohio
$708K -$18K -732 -2%
DWT
339
Dorsey & Whitney Trust
South Dakota
$703K – – –
RF
340
Rollins Financial
Georgia
$698K -$7.96K -323 -1%
APG
341
Abacus Planning Group
South Carolina
$697K -$66.8K -2,712 -9%
KJWM
342
Kiley Juergens Wealth Management
Washington
$693K +$15.2K +618 +2%
RW
343
REDW Wealth
New Mexico
$687K -$8.62K -350 -1%
BCI
344
Brinker Capital Investments
Pennsylvania
$684K +$72.7K +2,953 +12%
OPS
345
Orion Portfolio Solutions
Nebraska
$684K +$72.7K +2,953 +12%
FAM
346
Frontier Asset Management
Wyoming
$684K +$5.62K +228 +0.8%
KFS
347
Kaizen Financial Strategies
California
$679K -$8.35K -330 -1%
CBFP
348
Cedar Brook Financial Partners
Ohio
$666K +$12.9K +525 +2%
AIP
349
Ameritas Investment Partners
Nebraska
$656K -$35K -1,422 -5%
MAS
350
Madden Advisory Services
Florida
$655K +$30.3K +1,231 +5%
12 13
14
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