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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

715 hedge funds and large institutions have $6.26B invested in Schwab Emerging Markets Equity ETF in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 303 increasing their positions, 253 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
-17
Holders Change %
-2.32%
% of All Funds
11.32%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
63
Increased
303
Reduced
253
Closed
68
Calls
$1.54M
Puts
–
Net Calls
+$1.54M
Net Calls Change
+$939K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$99.9M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$76.5M
3
Charles Schwab
Charles Schwab
California
+$67M
4
Citadel Advisors
Citadel Advisors
Florida
+$54.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$23.9M

Top Sellers

1
FCC
Flower City Capital
New York
-$61.1M
2
MG
Mather Group
Illinois
-$33.4M
3
SCM
SCS Capital Management
Massachusetts
-$19.6M
4
Bank of America
Bank of America
North Carolina
-$14.2M
5
RIM
Redwood Investment Management
Arizona
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
351
Joseph P. Lucia & Associates
New York
$689K -$240K -8,620 -26%
AWA
352
Alaska Wealth Advisors
Alaska
$675K +$24.1K +867 +4%
RW
353
REDW Wealth
New Mexico
$673K -$4.83K -174 -0.7%
NF
354
NTB Financial
Colorado
$670K -$3.28K -118 -0.5%
CIAS
355
Capital Investment Advisory Services
North Carolina
$670K +$42.6K +1,534 +7%
EWM
356
Evermay Wealth Management
Virginia
$668K +$648K +23,315 +3,189%
SP
357
Successful Portfolios
Florida
$658K -$21.1K -760 -3%
EAM
358
Evanson Asset Management
California
$647K -$1.64K -59 -0.3%
BL
359
BFSG LLC
California
$646K +$23.4K +842 +4%
AWM
360
AE Wealth Management
Kansas
$642K +$90.8K +3,268 +16%
AAS
361
Annex Advisory Services
Wisconsin
$637K -$52.7K -1,897 -8%
KA
362
Kearns & Associates
California
$635K – – –
DS
363
DRW Securities
Illinois
$633K +$633K +22,789 New
CG
364
Colony Group
Massachusetts
$632K -$1.11M -39,842 -64%
ICG
365
InterOcean Capital Group
Tennessee
$630K -$34.9K -1,258 -5%
SFO
366
Stokes Family Office
Louisiana
$626K +$626K +22,528 New
AA
367
Alesco Advisors
New York
$622K -$32.5K -1,170 -5%
IAN
368
Integrated Advisors Network
Texas
$620K -$10.7K -387 -2%
CI
369
Cordant Inc
Oregon
$616K -$563K -20,259 -48%
SPIA
370
Steward Partners Investment Advisory
New York
$614K +$10.6K +380 +2%
AAS
371
Avantax Advisory Services
Texas
$610K -$141K -5,045 -19%
DFC
372
DBK Financial Counsel
Ohio
$604K – – –
WDL
373
Well Done LLC
Michigan
$602K – – –
TNA
374
True North Advisors
Texas
$601K +$108K +3,889 +22%
BJL
375
Brighton Jones LLC
Washington
$596K +$18K +646 +3%
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15
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