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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

712 hedge funds and large institutions have $6.42B invested in Schwab Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 287 increasing their positions, 256 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+37
Holders Change %
+5.48%
% of All Funds
11.49%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.69%
New
109
Increased
287
Reduced
256
Closed
58
Calls
$1.68M
Puts
$71K
Net Calls
+$1.61M
Net Calls Change
+$102K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$543M
2
Creative Planning
Creative Planning
Kansas
+$42.3M
3
Jane Street
Jane Street
New York
+$37.8M
4
FTUS
Flow Traders U.S.
New York
+$37.1M
5
Charles Schwab
Charles Schwab
California
+$36M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$44.7M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$42.8M
3
HC
Hamilton Capital
Ohio
-$14.9M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$13.8M
5
LA
LVW Advisors
New York
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
351
Falcon Wealth Planning
California
$623K -$16.1K -682 -3%
TFS
352
TrustCore Financial Services
Tennessee
$623K -$4.57K -193 -0.7%
HWA
353
HHM Wealth Advisors
Tennessee
$613K +$568 +24 +0.1%
AIM
354
Aspen Investment Management
Michigan
$612K -$52.7K -2,225 -8%
PTC
355
Private Trust Company
Ohio
$611K -$115K -4,855 -16%
MAS
356
Madden Advisory Services
Florida
$598K -$12K -507 -2%
RF
357
Rollins Financial
Georgia
$587K +$178K +7,529 +44%
BFEC
358
Benjamin F. Edwards & Company
Missouri
$585K -$11.1M -470,199 -95%
FCH
359
Freestone Capital Holdings
Washington
$579K -$226K -9,559 -28%
PCA
360
Personal Capital Advisors
California
$572K +$107K +4,500 +23%
IWM
361
Integris Wealth Management
California
$572K +$572K +24,164 New
SWM
362
Southern Wealth Management
Texas
$572K +$13.3K +563 +2%
SFP
363
Sterling Financial Planning
New Jersey
$570K +$2.63K +111 +0.5%
CMBA
364
C.M. Bidwell & Associates
Hawaii
$570K +$22.7K +958 +4%
WIM
365
WealthPlan Investment Management
Nebraska
$561K +$30.1K +1,195 +6%
WP
366
WealthPLAN Partners
Nebraska
$560K +$560K +22,296 New
EAM
367
Evanson Asset Management
California
$557K +$1.85K +78 +0.3%
SP
368
SWS Partners
Ohio
$557K +$104K +4,401 +23%
CBFP
369
Cedar Brook Financial Partners
Ohio
$556K -$177K -7,489 -24%
RA
370
Riversedge Advisors
Delaware
$554K -$906K -38,284 -62%
SP
371
Successful Portfolios
Florida
$546K +$19.9K +842 +4%
KA
372
Kearns & Associates
California
$541K – – –
GCP
373
Gill Capital Partners
Colorado
$536K -$95K -4,013 -15%
BBW
374
Blue Barn Wealth
Utah
$534K -$39K -1,649 -7%
NF
375
Nikulski Financial
Iowa
$530K -$357K -15,080 -40%
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15
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