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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 %
AA
351
Alesco Advisors
New York
$690K +$25.7K +844 +4%
FTUS
352
Flow Traders U.S.
New York
$689K +$689K +22,607 New
SCM
353
SOL Capital Management
Maryland
$683K -$34K -1,116 -5%
RPCA
354
Running Point Capital Advisors
California
$680K – – –
RPGK
355
Retirement Planning Group (Kansas)
Kansas
$674K +$6.52K +214 +1%
SPIA
356
Steward Partners Investment Advisory
New York
$670K +$42.1K +1,381 +7%
WDL
357
Well Done LLC
Michigan
$664K -$5.94K -195 -0.9%
AWA
358
Alaska Wealth Advisors
Alaska
$656K +$68.9K +2,258 +12%
EGWAG
359
Elwood & Goetz Wealth Advisory Group
Georgia
$652K +$57.6K +1,891 +10%
SFG
360
StrategIQ Financial Group
Indiana
$650K -$13.4K -441 -2%
PAMG
361
Patton Albertson Miller Group
Tennessee
$649K +$15.4K +504 +2%
WCFA
362
Walkner Condon Financial Advisors
Wisconsin
$638K -$52.5K -1,726 -8%
WFA
363
Wade Financial Advisory
California
$636K – – –
EVC
364
Eidelman Virant Capital
Missouri
$635K -$68.2K -2,228 -10%
CAL
365
Capital Advisors Ltd
Ohio
$632K -$137K -4,504 -18%
BL
366
BFSG LLC
California
$632K +$34.5K +1,133 +6%
BCM
367
Bourgeon Capital Management
Connecticut
$631K +$1.37K +45 +0.2%
SIC
368
Salem Investment Counselors
North Carolina
$630K +$3.59K +118 +0.6%
FC
369
Ferris Capital
Massachusetts
$625K +$625K +19,712 New
CAN
370
Cetera Advisor Networks
California
$621K +$310K +10,175 +100%
GT
371
Greenleaf Trust
Michigan
$618K -$28.8K -943 -4%
FWM
372
Filbrandt Wealth Management
Wisconsin
$617K +$8.75K +287 +1%
NB
373
Nicolet Bankshares
Wisconsin
$611K +$1.53K +50 +0.3%
HFS
374
Howard Financial Services
Texas
$608K – – –
CA
375
Cetera Advisors
Colorado
$608K +$58.9K +1,930 +11%
13 14
15
16 17