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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

704 hedge funds and large institutions have $6.09B invested in Schwab Emerging Markets Equity ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 279 increasing their positions, 277 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+10
Holders Change %
+1.44%
% of All Funds
11.1%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.58%
New
54
Increased
279
Reduced
277
Closed
36
Calls
$675K
Puts
–
Net Calls
+$675K
Net Calls Change
-$789K

Top Buyers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
+$125M
2
CSIA
Charles Schwab Investment Advisory
California
+$35M
3
TCM
Tradewinds Capital Management
Washington
+$27.3M
4
DS
DRW Securities
Illinois
+$14.8M
5
TC
Trilogy Capital
California
+$12.3M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$108M
2
Citadel Advisors
Citadel Advisors
Florida
-$81.9M
3
HC
Hamilton Capital
Ohio
-$57.6M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$42.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPGK
351
Retirement Planning Group (Kansas)
Kansas
$653K -$7.46K -303 -1%
First Manhattan
352
First Manhattan
New York
$652K -$76.4K -3,100 -10%
LWM
353
Laidlaw Wealth Management
New York
$651K -$15.3K -622 -2%
FWP
354
Falcon Wealth Planning
California
$644K -$25 -1 -0%
HWA
355
HHM Wealth Advisors
Tennessee
$641K +$2.17K +88 +0.3%
JWM
356
Janiczek Wealth Management
Colorado
$636K -$88.2K -3,582 -12%
PTC
357
Private Trust Company
Ohio
$630K -$6.26K -254 -1%
AF
358
Allworth Financial
California
$625K -$84.9K -3,449 -12%
GSIS
359
Global Strategic Investment Solutions
Arizona
$617K +$2.34K +95 +0.4%
AIM
360
Aspen Investment Management
Michigan
$607K +$2.73K +111 +0.5%
CWAG
361
Carlsbad Wealth Advisory Group
California
$602K +$602K +24,430 New
FMWA
362
Forvis Mazars Wealth Advisors
Missouri
$597K +$60K +2,434 +11%
VAF
363
Values Added Financial
District of Columbia
$597K +$597K +24,242 New
JPMorgan Chase & Co
364
JPMorgan Chase & Co
New York
$589K -$53.5K -2,174 -8%
AWM
365
Accurate Wealth Management
Florida
$584K +$361K +14,210 +162%
SCM
366
SOL Capital Management
Maryland
$583K +$137K +5,538 +31%
Northern Trust
367
Northern Trust
Illinois
$579K -$168K -6,811 -22%
MHR
368
Matthew Hamilton Rosenberg
$578K -$61K -2,475 -10%
SP
369
SWS Partners
Ohio
$572K -$6.65K -270 -1%
BJL
370
Brighton Jones LLC
Washington
$572K +$23.2K +943 +4%
IWM
371
Integris Wealth Management
California
$570K -$49.7K -2,019 -8%
SFP
372
Sterling Financial Planning
New Jersey
$564K -$17.3K -703 -3%
RG
373
Retirement Group
California
$564K +$48K +1,947 +9%
KA
374
Kearns & Associates
California
$563K – – –
GCP
375
Gill Capital Partners
Colorado
$558K -$4.31K -175 -0.8%
13 14
15
16 17