SCHE icon

Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

666 hedge funds and large institutions have $5.95B invested in Schwab Emerging Markets Equity ETF in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 286 increasing their positions, 232 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+30
Holders Change %
+4.72%
% of All Funds
11.73%
Holding in Top 10
43
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.44%
% of All Funds
0.76%
New
73
Increased
286
Reduced
232
Closed
38
Calls
$508K
Puts
$1.07M
Net Calls
-$557K
Net Calls Change
+$415K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$85.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$51.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$36.8M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$29M
5
MG
Mather Group
Illinois
+$22.9M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$52.7M
2
Charles Schwab
Charles Schwab
California
-$35.8M
3
TCM
Tradewinds Capital Management
Washington
-$20.1M
4
AG
Appleton Group
Wisconsin
-$7.58M
5
GSIS
Global Strategic Investment Solutions
Arizona
-$6.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
351
Sheets Smith Wealth Management
North Carolina
$719K +$3.31K +104 +0.5%
EVC
352
Eidelman Virant Capital
Missouri
$719K +$300K +9,353 +72%
CCM
353
Ciovacco Capital Management
Georgia
$712K +$712K +22,424 New
RPCA
354
Running Point Capital Advisors
California
$709K – – –
AA
355
Alesco Advisors
New York
$701K -$16.1K -507 -2%
VFIC
356
Valley Forge Investment Consultants
Pennsylvania
$700K +$96.7K +3,042 +16%
SPIA
357
Steward Partners Investment Advisory
New York
$696K +$75.9K +2,388 +12%
CC
358
Callan Capital
California
$694K -$17.6K -554 -2%
GT
359
Greenleaf Trust
Michigan
$693K +$19.1K +600 +3%
FWM
360
Filbrandt Wealth Management
Wisconsin
$688K -$5.05K -159 -0.7%
TC
361
Tatro Capital
Kentucky
$685K +$147K +4,620 +27%
YIH
362
Y-Intercept (HK)
Hong Kong
$682K +$682K +21,553 New
WCFA
363
Walkner Condon Financial Advisors
Wisconsin
$680K +$89.7K +2,823 +15%
JWM
364
Janiczek Wealth Management
Colorado
$677K -$67.1K -2,110 -9%
WDL
365
Well Done LLC
Michigan
$674K -$48.3K -1,519 -7%
SFG
366
StrategIQ Financial Group
Indiana
$668K +$3.18K +100 +0.5%
WFA
367
Wade Financial Advisory
California
$663K -$32.7K -1,029 -5%
MCIA
368
Mountain Capital Investment Advisors
Colorado
$659K +$446K +14,104 +210%
BCM
369
Bourgeon Capital Management
Connecticut
$655K +$8.7K +274 +1%
EP
370
Eudaimonia Partners
Tennessee
$642K -$1.32M -41,575 -67%
NB
371
Nicolet Bankshares
Wisconsin
$641K -$17.3K -545 -3%
BL
372
BFSG LLC
California
$640K -$32 -1 -0%
ACG
373
Allen Capital Group
Nebraska
$634K +$20.4K +641 +3%
CNFG
374
Creegan & Nassoura Financial Group
New Hampshire
$631K -$19.1K -600 -3%
HFS
375
Howard Financial Services
Texas
$630K -$9.84K -310 -2%
13 14
15
16 17