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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 %
SFG
376
StrategIQ Financial Group
Indiana
$553K -$9.51K -386 -2%
CMBA
377
C.M. Bidwell & Associates
Hawaii
$551K -$63.5K -2,577 -10%
MA
378
MCF Advisors
Kentucky
$547K +$2.61K +106 +0.5%
Millennium Management
379
Millennium Management
New York
$540K +$540K +21,934 New
WP
380
WealthPLAN Partners
Nebraska
$538K -$37.1K -1,508 -6%
WCFA
381
Walkner Condon Financial Advisors
Wisconsin
$536K -$3.67K -149 -0.7%
DFC
382
DBK Financial Counsel
Ohio
$535K – – –
CCG
383
Coastwise Capital Group
California
$533K -$3.15K -128 -0.6%
William Blair & Company
384
William Blair & Company
Illinois
$528K -$246 -10 -0%
BBW
385
Blue Barn Wealth
Utah
$526K -$17.2K -697 -3%
MCM
386
Mendel Capital Management
Arkansas
$523K +$258K +10,457 +97%
WFA
387
Wade Financial Advisory
California
$516K -$246 -10 -0%
AWM
388
AE Wealth Management
Kansas
$505K -$2.69M -109,036 -84%
AFAS
389
Acorn Financial Advisory Services
Virginia
$503K +$24.6K +997 +5%
NF
390
Nikulski Financial
Iowa
$499K -$44.1K -1,790 -8%
MBFW
391
Morton Brown Family Wealth
Pennsylvania
$498K -$11K -447 -2%
CAL
392
Capital Advisors Ltd
Ohio
$496K – – –
PCMC
393
Private Capital Management (Colorado)
Colorado
$495K -$19.6K -794 -4%
CIAS
394
Capital Investment Advisory Services
North Carolina
$489K -$8.74K -355 -2%
MCCA
395
Mill Creek Capital Advisors
Pennsylvania
$488K -$122K -4,941 -20%
LFA
396
Laraway Financial Advisors
Minnesota
$487K – – –
GAM
397
Gould Asset Management
California
$486K +$20.7K +840 +4%
Empower Advisory Group
398
Empower Advisory Group
Colorado
$484K +$52.9K +2,148 +12%
DPI
399
Diversified Portfolios Inc
Michigan
$483K +$258K +10,462 +114%
FA
400
FC Advisory
Pennsylvania
$481K +$30.6K +1,242 +7%
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16
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