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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

693 hedge funds and large institutions have $6.38B invested in Schwab Emerging Markets Equity ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 346 increasing their positions, 195 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+27
Holders Change %
+4.05%
% of All Funds
12.1%
Holding in Top 10
49
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.95%
% of All Funds
0.86%
New
65
Increased
346
Reduced
195
Closed
32
Calls
$243K
Puts
$419K
Net Calls
-$176K
Net Calls Change
+$381K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$142M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.5M
3
MG
Mather Group
Illinois
+$37.2M
4
SFWA
Summit Financial Wealth Advisors
Louisiana
+$14.7M
5
HighTower Advisors
HighTower Advisors
Illinois
+$12.7M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$52.4M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$32.5M
3
TIM
Total Investment Management
Arizona
-$19.2M
4
Creative Planning
Creative Planning
Kansas
-$11.2M
5
RIM
Redwood Investment Management
Arizona
-$7.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
376
Brighton Jones LLC
Washington
$648K +$59.3K +1,803 +10%
BL
377
BFSG LLC
California
$644K -$17.5K -533 -3%
EGWAG
378
Elwood & Goetz Wealth Advisory Group
Georgia
$641K – – –
HIGP
379
Hill Investment Group Partners
Missouri
$641K +$641K +19,483 New
CNFG
380
Creegan & Nassoura Financial Group
New Hampshire
$638K -$14.5K -440 -2%
ACG
381
Allen Capital Group
Nebraska
$634K -$21.3K -648 -3%
AWA
382
Alaska Wealth Advisors
Alaska
$633K +$70.3K +2,137 +12%
KJWM
383
Kiley Juergens Wealth Management
Washington
$630K +$162K +4,939 +35%
NFG
384
Northeast Financial Group
Pennsylvania
$626K +$21.6K +658 +4%
FG
385
Foster Group
Iowa
$626K +$131K +3,990 +26%
GCA
386
Gradient Capital Advisors
California
$617K -$23.3K -708 -4%
AIC
387
Ameritas Investment Company
Nebraska
$616K +$139K +2,025 +29%
BCM
388
Brookstone Capital Management
Illinois
$609K +$609K +18,986 New
HWA
389
Heritage Way Advisors
Illinois
$598K +$21.2K +646 +4%
SC
390
Schoolcraft Capital
Colorado
$593K +$6.02K +183 +1%
CA
391
Cetera Advisors
Colorado
$592K +$592K +18,009 New
FLA
392
Financial Life Advisors
Texas
$590K -$51.5K -1,566 -8%
PEA
393
Pacific Edge Advisors
California
$580K +$109K +3,300 +23%
ICG
394
InterOcean Capital Group
Tennessee
$570K +$23.8K +725 +4%
CWM
395
Cadence Wealth Management
Massachusetts
$569K -$62.4K -1,896 -10%
FFA
396
Fragasso Financial Advisors
Pennsylvania
$565K +$3.52K +107 +0.6%
WP
397
WealthPLAN Partners
Nebraska
$565K +$14.3K +455 +3%
GAM
398
Gould Asset Management
California
$564K -$16.8K -510 -3%
DADC
399
D.A. Davidson & Co
Montana
$563K – – –
BA
400
Bridgewater Advisors
New York
$562K +$181K +5,499 +47%
14 15
16
17 18