SCHE icon

Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

672 hedge funds and large institutions have $5.68B invested in Schwab Emerging Markets Equity ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 230 increasing their positions, 303 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-32
Holders Change %
-4.55%
% of All Funds
10.71%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
39
Increased
230
Reduced
303
Closed
57
Calls
$1.02M
Puts
$7K
Net Calls
+$1.01M
Net Calls Change
+$333K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$38.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$35.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$29.2M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$16.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$13.3M

Top Sellers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
-$130M
2
TCM
Tradewinds Capital Management
Washington
-$26.5M
3
KOC
Koss-Olinger Consulting
Florida
-$24.8M
4
FTUS
Flow Traders U.S.
New York
-$23.2M
5
OMC
Old Mission Capital
Illinois
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
326
Baird Financial Group
Wisconsin
$731K -$114K -4,779 -14%
KJWM
327
Kiley Juergens Wealth Management
Washington
$716K +$42.4K +1,769 +6%
FAM
328
Frontier Asset Management
Wyoming
$707K +$42.1K +1,760 +6%
ZF
329
Zhang Financial
Michigan
$702K -$45.9K -1,915 -6%
GRP
330
Global Retirement Partners
California
$701K -$15.4K -656 -2%
IP
331
Ignite Planners
California
$699K +$6.63K +282 +1%
First Manhattan
332
First Manhattan
New York
$695K +$61.3K +2,560 +10%
CFA
333
Cahill Financial Advisors
Minnesota
$694K -$1.2K -50 -0.2%
OPS
334
Orion Portfolio Solutions
Nebraska
$691K +$25.4K +1,062 +4%
BCI
335
Brinker Capital Investments
Pennsylvania
$691K +$25.4K +1,062 +4%
SPC
336
Sigma Planning Corp
Michigan
$688K -$1.56K -65 -0.2%
ADL
337
Asset Dedication LLC
California
$686K -$18.6K -775 -3%
JC
338
Jentner Corp
Ohio
$676K -$12.3K -513 -2%
APG
339
Abacus Planning Group
South Carolina
$675K -$2.61K -109 -0.4%
RW
340
REDW Wealth
New Mexico
$658K -$9.53K -398 -1%
CWM
341
Congress Wealth Management
Massachusetts
$643K -$338K -14,099 -34%
AFAS
342
Acorn Financial Advisory Services
Virginia
$642K +$154K +6,464 +32%
GSIS
343
Global Strategic Investment Solutions
Arizona
$627K +$27.9K +1,166 +5%
HWA
344
HHM Wealth Advisors
Tennessee
$620K -$3.14K -131 -0.5%
FWP
345
Falcon Wealth Planning
California
$618K -$7.97K -333 -1%
JWM
346
Janiczek Wealth Management
Colorado
$618K -$335 -14 -0.1%
AIP
347
Ameritas Investment Partners
Nebraska
$616K -$21.4K -895 -3%
RPGK
348
Retirement Planning Group (Kansas)
Kansas
$612K -$22.8K -953 -4%
FMWA
349
Forvis Mazars Wealth Advisors
Missouri
$595K +$14.6K +611 +3%
PTC
350
Private Trust Company
Ohio
$584K -$28.1K -1,174 -5%
12 13
14
15 16