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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

675 hedge funds and large institutions have $6.03B invested in Schwab Emerging Markets Equity ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 291 increasing their positions, 237 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-18
Holders Change %
-2.6%
% of All Funds
11.85%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.76%
New
39
Increased
291
Reduced
237
Closed
48
Calls
$369K
Puts
–
Net Calls
+$369K
Net Calls Change
+$545K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$63.3M
2
OMC
Old Mission Capital
Illinois
+$37.2M
3
Creative Planning
Creative Planning
Kansas
+$30.6M
4
FWM
FFT Wealth Management
Pennsylvania
+$29.9M
5
MG
Mather Group
Illinois
+$22.4M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$64.7M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$27.5M
3
SCM
SCS Capital Management
Massachusetts
-$26.7M
4
Bank of America
Bank of America
North Carolina
-$14.5M
5
JIR
James Investment Research
Ohio
-$8.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
OL
376
Optas LLC
Texas
$607K +$607K +19,927 New
BCM
377
Brookstone Capital Management
Illinois
$604K +$11K +351 +2%
PAG
378
Private Advisor Group
New Jersey
$599K -$170K -5,582 -22%
BJL
379
Brighton Jones LLC
Washington
$598K -$3.11K -102 -0.5%
GAM
380
Gould Asset Management
California
$595K +$72.5K +2,380 +14%
HIGP
381
Hill Investment Group Partners
Missouri
$594K -$91 -3 -0%
ACG
382
Allen Capital Group
Nebraska
$593K +$4.6K +151 +0.8%
CNFG
383
Creegan & Nassoura Financial Group
New Hampshire
$592K – – –
BC
384
Burleson & Co
California
$589K -$207K -6,788 -26%
FG
385
Foster Group
Iowa
$588K +$7.71K +253 +1%
HWA
386
Heritage Way Advisors
Illinois
$588K +$33.9K +1,113 +6%
GCA
387
Gradient Capital Advisors
California
$582K +$10.1K +330 +2%
CPIG
388
Chicago Partners Investment Group
Illinois
$577K +$20.1K +634 +4%
BF
389
BOK Financial
Oklahoma
$564K +$564K +18,505 New
WP
390
WealthPLAN Partners
Nebraska
$557K +$8.77K +288 +2%
SC
391
Schoolcraft Capital
Colorado
$548K -$2.32K -76 -0.4%
FLA
392
Financial Life Advisors
Texas
$547K – – –
BZWA
393
Blue Zone Wealth Advisors
California
$544K +$544K +17,838 New
PEA
394
Pacific Edge Advisors
California
$538K – – –
FI
395
Financial Insights
Washington
$531K +$7.52K +247 +1%
SFP
396
Sterling Financial Planning
New Jersey
$529K +$24.1K +791 +5%
TNA
397
True North Advisors
Texas
$528K +$236K +7,761 +81%
DPI
398
Diversified Portfolios Inc
Michigan
$528K +$248K +8,129 +88%
YIH
399
Y-Intercept (HK)
Hong Kong
$527K +$527K +17,287 New
FFA
400
Fragasso Financial Advisors
Pennsylvania
$524K +$122 +4 +0%
14 15
16
17 18