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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 %
BA
401
Bridgewater Advisors
New York
$524K +$3.6K +118 +0.7%
DAS
402
Dynamic Advisor Solutions
Arizona
$522K -$206K -6,762 -28%
Luther King Capital Management (LKCM)
403
Luther King Capital Management (LKCM)
Texas
$521K -$1.31M – –
ICG
404
InterOcean Capital Group
Tennessee
$520K -$8.51K -279 -2%
DADC
405
D.A. Davidson & Co
Montana
$520K -$2.59K -85 -0.5%
GAM
406
Garrison Asset Management
Arkansas
$520K +$38.8K +1,272 +8%
CWM
407
Cadence Wealth Management
Massachusetts
$510K -$17.8K -584 -3%
MWA
408
Motive Wealth Advisors
Michigan
$509K -$213 -7 -0%
KM
409
Kalos Management
Georgia
$503K -$261K -8,366 -34%
FA
410
Faithward Advisors
Pennsylvania
$491K -$396 -13 -0.1%
WOSD
411
WFA of San Diego
California
$481K -$13.3K -437 -3%
RSWM
412
Robertson Stephens Wealth Management
California
$471K -$286K -9,394 -38%
Fifth Third Bancorp
413
Fifth Third Bancorp
Ohio
$470K -$6.22K -204 -1%
SAM
414
Summit Asset Management
Tennessee
$470K – – –
SFS
415
Summit Financial Strategies
Ohio
$468K +$1.16K +38 +0.2%
WIC
416
Whitegate Investment Counselors
New Hampshire
$460K -$344K -11,268 -43%
RA
417
Riversedge Advisors
Delaware
$458K +$458K +15,026 New
CCP
418
Cardan Capital Partners
Colorado
$457K -$32.6K -1,070 -7%
IWA
419
Intercontinental Wealth Advisors
Texas
$456K – – –
ZIM
420
Zacks Investment Management
Illinois
$453K -$48.7K -1,599 -10%
SWP
421
Strategic Wealth Partners
Ohio
$450K +$450K +14,766 New
PFA
422
Pure Financial Advisors
California
$447K +$91 +3 +0%
SAM
423
SignalPoint Asset Management
Missouri
$444K -$63.2K -2,074 -12%
MA
424
MBA Advisors
Pennsylvania
$444K -$48.3K -1,584 -10%
VFA
425
Valeo Financial Advisors
Indiana
$443K -$24.2K -792 -5%
15 16
17
18 19