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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

694 hedge funds and large institutions have $6.07B invested in Schwab Emerging Markets Equity ETF in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 250 increasing their positions, 292 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-18
Holders Change %
-2.53%
% of All Funds
11.11%
Holding in Top 10
38
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.63%
% of All Funds
0.61%
New
50
Increased
250
Reduced
292
Closed
54
Calls
$1.47M
Puts
$2K
Net Calls
+$1.46M
Net Calls Change
-$141K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$83.2M
2
KOC
2
Koss-Olinger Consulting
Florida
$24.9M
3
HC
3
Hamilton Capital
Ohio
$68.6M
4
EWA
4
EP Wealth Advisors
California
$24.3M
5
SAG
5
SageView Advisory Group
California
$51.6M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$51.1M
2
Jane Street
2
Jane Street
New York
$28.5M
3
FTUS
3
Flow Traders U.S.
New York
$22.1M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$14.6M
5
Creative Planning
5
Creative Planning
Kansas
$635M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
351
Falcon Wealth Planning
California
$641K -$4.46K -182 -0.7%
JPMorgan Chase & Co
352
JPMorgan Chase & Co
New York
$640K -$1.09M -44,625 -63%
KAS
353
Kestra Advisory Services
Texas
$636K +$270K +10,997 +74%
MHR
354
Matthew Hamilton Rosenberg
$636K -$250K -10,208 -28%
HWA
355
HHM Wealth Advisors
Tennessee
$636K +$785 +32 +0.1%
PTC
356
Private Trust Company
Ohio
$633K – – –
MAS
357
Madden Advisory Services
Florida
$622K +$2.38K +97 +0.4%
IWM
358
Integris Wealth Management
California
$617K +$24.3K +993 +4%
GSIS
359
Global Strategic Investment Solutions
Arizona
$612K -$481K -19,617 -44%
CMBA
360
C.M. Bidwell & Associates
Hawaii
$611K +$21.3K +867 +4%
BCI
361
Brinker Capital Investments
Pennsylvania
$609K +$241K +9,819 +65%
OPS
362
Orion Portfolio Solutions
Nebraska
$609K +$609K +24,832 New
MCCA
363
Mill Creek Capital Advisors
Pennsylvania
$607K -$2.06M -83,933 -77%
SWM
364
Southern Wealth Management
Texas
$604K +$12.2K +497 +2%
FIM
365
Freedom Investment Management
Connecticut
$603K +$603K +24,602 New
AIM
366
Aspen Investment Management
Michigan
$602K -$32.2K -1,312 -5%
SFP
367
Sterling Financial Planning
New Jersey
$579K -$11.4K -464 -2%
AWA
368
Arete Wealth Advisors
Illinois
$579K +$16.6K +675 +3%
EAM
369
Evanson Asset Management
California
$577K – – –
SP
370
SWS Partners
Ohio
$576K -$123 -5 -0%
WP
371
WealthPLAN Partners
Nebraska
$573K +$26.3K +1,074 +5%
RA
372
Riversedge Advisors
Delaware
$564K -$9.47K -386 -2%
KA
373
Kearns & Associates
California
$560K – – –
SFG
374
StrategIQ Financial Group
Indiana
$560K +$16.6K +676 +3%
GCP
375
Gill Capital Partners
Colorado
$560K +$4.29K +175 +0.8%
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