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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

666 hedge funds and large institutions have $5.95B invested in Schwab Emerging Markets Equity ETF in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 286 increasing their positions, 232 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+30
Holders Change %
+4.72%
% of All Funds
11.73%
Holding in Top 10
43
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.44%
% of All Funds
0.76%
New
73
Increased
286
Reduced
232
Closed
38
Calls
$508K
Puts
$1.07M
Net Calls
-$557K
Net Calls Change
+$415K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$85.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$51.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$36.8M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$29M
5
MG
Mather Group
Illinois
+$22.9M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$52.7M
2
Charles Schwab
Charles Schwab
California
-$35.8M
3
TCM
Tradewinds Capital Management
Washington
-$20.1M
4
AG
Appleton Group
Wisconsin
-$7.58M
5
GSIS
Global Strategic Investment Solutions
Arizona
-$6.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
401
SignalPoint Asset Management
Missouri
$534K +$534K +16,989 New
TI
402
tru Independence
Oregon
$531K +$531K +16,707 New
VCM
403
Versant Capital Management
Arizona
$530K -$207K -6,524 -28%
ICG
404
InterOcean Capital Group
Tennessee
$528K -$20.1K -631 -4%
KAS
405
Kestra Advisory Services
Texas
$525K -$344K -10,817 -40%
WOSD
406
WFA of San Diego
California
$512K -$142K -4,485 -22%
DBRC
407
D.B. Root & Company
Pennsylvania
$510K +$42.7K +1,344 +9%
GPFA
408
Game Plan Financial Advisors
Ohio
$505K +$292K +9,200 +137%
OPWM
409
Oakwell Private Wealth Management
Texas
$495K -$84.9K -2,668 -15%
BMA
410
Brooks Moore & Associates
Tennessee
$493K -$1.43K -45 -0.3%
SAM
411
Summit Asset Management
Tennessee
$490K – – –
OCM
412
One Capital Management
California
$487K -$8.28K -261 -2%
GAM
413
Garrison Asset Management
Arkansas
$485K +$41.3K +1,299 +9%
FG
414
Foster Group
Iowa
$479K +$46.6K +1,466 +11%
BIA
415
Bigelow Investment Advisors
Maine
$475K +$1.59K +50 +0.3%
CWS
416
Cypress Wealth Services
California
$474K -$241K -7,582 -34%
PFA
417
Pure Financial Advisors
California
$474K -$153K -4,814 -24%
CSPIA
418
Cary Street Partners Investment Advisory
Virginia
$460K -$794 -25 -0.2%
PEA
419
Pacific Edge Advisors
California
$456K +$31.8K +1,000 +7%
RCAG
420
Rehmann Capital Advisory Group
Michigan
$452K – – –
KJWM
421
Kiley Juergens Wealth Management
Washington
$452K +$130K +4,100 +40%
WCM
422
Weik Capital Management
Pennsylvania
$439K +$46.4K +1,460 +12%
HI
423
Human Investing
Oregon
$430K -$6.13K -193 -1%
GIA
424
Gladstone Institutional Advisory
Florida
$421K +$421K +13,252 New
WW
425
Waterfront Wealth
Kansas
$417K +$2.47K +77 +0.6%
15 16
17
18 19