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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

675 hedge funds and large institutions have $5.2B invested in Schwab Emerging Markets Equity ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 239 increasing their positions, 289 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-41
Holders Change %
-5.73%
% of All Funds
11.67%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.54%
New
44
Increased
239
Reduced
289
Closed
77
Calls
$1.76M
Puts
$258K
Net Calls
+$1.5M
Net Calls Change
-$1.07M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$36.6M
2
OMC
Old Mission Capital
Illinois
+$25M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$24.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23M
5
OIA
OneDigital Investment Advisors
Kansas
+$18.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$76.5M
2
TI
Tidal Investments
Wisconsin
-$55M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$48.5M
4
HWM
HB Wealth Management
Georgia
-$13.3M
5
MG
Mather Group
Illinois
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
351
Two Sigma Securities
New York
$517K +$280K +12,508 +118%
KA
352
Kearns & Associates
California
$512K – – –
SWM
353
Southern Wealth Management
Texas
$511K – – –
PAG
354
Private Advisor Group
New Jersey
$509K +$272K +12,124 +114%
WIM
355
WealthPlan Investment Management
Nebraska
$506K +$506K +21,101 New
BL
356
BFSG LLC
California
$504K -$30K -1,337 -6%
ACA
357
Atlas Capital Advisors
Wyoming
$499K -$51.7K -2,309 -9%
SP
358
Successful Portfolios
Florida
$498K -$14.1K -631 -3%
FFA
359
Fragasso Financial Advisors
Pennsylvania
$498K +$104K +4,622 +26%
SFG
360
StrategIQ Financial Group
Indiana
$497K +$30.2K +1,348 +6%
CCG
361
Coastwise Capital Group
California
$491K -$18.3K -816 -4%
CA
362
Cetera Advisors
Colorado
$491K +$72.2K +3,223 +17%
DFC
363
DBK Financial Counsel
Ohio
$487K – – –
MSWMA
364
Market Street Wealth Management Advisors
Indiana
$483K -$178K -7,968 -27%
SC
365
Schoolcraft Capital
Colorado
$483K -$9.92K -443 -2%
William Blair & Company
366
William Blair & Company
Illinois
$481K -$5.88K -262 -1%
GCA
367
Gradient Capital Advisors
California
$480K +$17.7K +791 +4%
AA
368
Alesco Advisors
New York
$478K -$20.9K -935 -4%
RW
369
REDW Wealth
New Mexico
$476K -$25K -1,117 -5%
AAS
370
Annex Advisory Services
Wisconsin
$476K +$649 +29 +0.1%
PA
371
Procyon Advisors
Connecticut
$470K -$203K -9,067 -30%
ACG
372
Allen Capital Group
Nebraska
$467K -$180K -8,027 -28%
EWM
373
Evermay Wealth Management
Virginia
$459K -$16.5K -735 -3%
SFO
374
Stokes Family Office
Louisiana
$456K – – –
FFA
375
First Foundation Advisors
California
$454K -$884K -39,448 -66%
13 14
15
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