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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

712 hedge funds and large institutions have $6.42B invested in Schwab Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 287 increasing their positions, 256 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+37
Holders Change %
+5.48%
% of All Funds
11.49%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.69%
New
109
Increased
287
Reduced
256
Closed
58
Calls
$1.68M
Puts
$71K
Net Calls
+$1.61M
Net Calls Change
+$102K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$543M
2
Creative Planning
Creative Planning
Kansas
+$42.3M
3
Jane Street
Jane Street
New York
+$37.8M
4
FTUS
Flow Traders U.S.
New York
+$37.1M
5
Charles Schwab
Charles Schwab
California
+$36M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$44.7M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$42.8M
3
HC
Hamilton Capital
Ohio
-$14.9M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$13.8M
5
LA
LVW Advisors
New York
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDWM
376
Red Door Wealth Management
Tennessee
$530K +$530K +22,386 New
Millennium Management
377
Millennium Management
New York
$528K +$528K +22,295 New
VPIM
378
Vanguard Personalized Indexing Management
California
$527K +$527K +22,261 New
MA
379
MCF Advisors
Kentucky
$526K +$77.4K +3,270 +17%
SFG
380
StrategIQ Financial Group
Indiana
$525K +$47 +2 +0%
GCA
381
Gradient Capital Advisors
California
$524K +$17.3K +729 +3%
DAS
382
Dynamic Advisor Solutions
Arizona
$524K +$77.5K +3,275 +17%
FMWA
383
Forvis Mazars Wealth Advisors
Missouri
$516K +$516K +21,817 New
William Blair & Company
384
William Blair & Company
Illinois
$516K +$8.12K +343 +2%
DFC
385
DBK Financial Counsel
Ohio
$515K – – –
AAS
386
Avantax Advisory Services
Texas
$514K -$43.7K -1,848 -8%
CIAS
387
Capital Investment Advisory Services
North Carolina
$510K -$74.8K -3,159 -13%
CCG
388
Coastwise Capital Group
California
$510K -$9.33K -394 -2%
RG
389
Retirement Group
California
$504K +$71.4K +3,019 +17%
WFA
390
Wade Financial Advisory
California
$496K -$67.7K -2,860 -12%
PCMC
391
Private Capital Management (Colorado)
Colorado
$491K +$491K +20,752 New
WCFA
392
Walkner Condon Financial Advisors
Wisconsin
$477K -$1.52K -64 -0.3%
CAL
393
Capital Advisors Ltd
Ohio
$477K +$53.6K +2,262 +13%
IP
394
Ignite Planners
California
$476K +$13.2K +504 +3%
FVWA
395
Foster Victor Wealth Advisors
South Carolina
$469K +$51.4K +2,060 +12%
VFIC
396
Valley Forge Investment Consultants
Pennsylvania
$468K -$436K -18,422 -48%
LFA
397
Laraway Financial Advisors
Minnesota
$468K -$7.03K -297 -1%
AWM
398
Axxcess Wealth Management
California
$462K +$462K +19,508 New
MBFW
399
Morton Brown Family Wealth
Pennsylvania
$460K +$387K +16,330 +529%
AA
400
Alesco Advisors
New York
$459K -$46.3K -1,955 -9%
14 15
16
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