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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

675 hedge funds and large institutions have $5.2B invested in Schwab Emerging Markets Equity ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 239 increasing their positions, 289 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-41
Holders Change %
-5.73%
% of All Funds
11.67%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.54%
New
44
Increased
239
Reduced
289
Closed
77
Calls
$1.76M
Puts
$258K
Net Calls
+$1.5M
Net Calls Change
-$1.07M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$36.6M
2
OMC
Old Mission Capital
Illinois
+$25M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$24.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23M
5
OIA
OneDigital Investment Advisors
Kansas
+$18.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$76.5M
2
TI
Tidal Investments
Wisconsin
-$55M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$48.5M
4
HWM
HB Wealth Management
Georgia
-$13.3M
5
MG
Mather Group
Illinois
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
376
AE Wealth Management
Kansas
$454K +$9.76K +436 +2%
CNFG
377
Creegan & Nassoura Financial Group
New Hampshire
$453K -$16.8K -750 -4%
WCFA
378
Walkner Condon Financial Advisors
Wisconsin
$453K +$40.2K +1,794 +10%
LFA
379
Laraway Financial Advisors
Minnesota
$450K – – –
BA
380
Bristlecone Advisors
Washington
$448K -$154K -6,887 -26%
HHRDM
381
H&H Retirement Design & Management
Nevada
$447K +$11.3K +520 +3%
WDL
382
Well Done LLC
Michigan
$445K – – –
AWM
383
Accurate Wealth Management
Florida
$445K +$173K +6,663 +63%
GAM
384
Gould Asset Management
California
$442K +$33.3K +1,485 +8%
PCA
385
Personal Capital Advisors
California
$441K +$123K +5,502 +39%
DPI
386
Diversified Portfolios Inc
Michigan
$438K +$220K +9,828 +101%
CCM
387
Crew Capital Management
Ohio
$437K – – –
HIGP
388
Hill Investment Group Partners
Missouri
$436K – – –
LFA
389
Landmark Financial Advisors
Kentucky
$433K -$169K -7,546 -28%
AFAS
390
Acorn Financial Advisory Services
Virginia
$432K +$4.94K +218 +1%
IAN
391
Integrated Advisors Network
Texas
$428K -$32.5K -1,452 -7%
SP
392
SWS Partners
Ohio
$428K +$428K +19,115 New
ICM
393
Islay Capital Management
Texas
$427K -$445K -19,899 -51%
GAM
394
Garrison Asset Management
Arkansas
$427K -$4.48K -200 -1%
EGWAG
395
Elwood & Goetz Wealth Advisory Group
Georgia
$427K +$21.7K +969 +5%
MA
396
MCF Advisors
Kentucky
$424K +$94.4K +4,218 +29%
DAS
397
Dynamic Advisor Solutions
Arizona
$422K -$20.1K -899 -5%
WBCM
398
Wilson & Boucher Capital Management
California
$421K -$3.63K -162 -0.9%
GT
399
Greenleaf Trust
Michigan
$411K – – –
RG
400
Retirement Group
California
$410K -$186K -8,288 -31%
14 15
16
17 18