SCHE icon

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 %
MFG
401
Merit Financial Group
Georgia
$409K -$3.27M -146,168 -89%
OBWP
402
O'Brien Wealth Partners
Massachusetts
$407K +$407K +18,189 New
FLA
403
Financial Life Advisors
Texas
$404K – – –
IP
404
Ignite Planners
California
$401K +$44.2K +1,945 +12%
CAL
405
Capital Advisors Ltd
Ohio
$400K -$39.8K -1,780 -9%
RPGK
406
Retirement Planning Group (Kansas)
Kansas
$400K +$18.3K +814 +5%
MWA
407
Motive Wealth Advisors
Michigan
$399K -$107K -4,775 -21%
SCM
408
SOL Capital Management
Maryland
$396K -$4.36K -195 -1%
DADC
409
D.A. Davidson & Co
Montana
$392K +$15.1K +673 +4%
DSA
410
Droms Strauss Advisors
Missouri
$390K -$415K -18,700 -52%
BO
411
BRR OpCo
Ohio
$390K +$121K +5,389 +45%
FVWA
412
Foster Victor Wealth Advisors
South Carolina
$389K -$30.1K -1,291 -7%
SSWM
413
Sheets Smith Wealth Management
North Carolina
$388K +$15.4K +687 +4%
RF
414
Rollins Financial
Georgia
$386K +$152K +6,798 +65%
NB
415
Nicolet Bankshares
Wisconsin
$381K – – –
BF
416
BOK Financial
Oklahoma
$377K – – –
CA
417
Clearstead Advisors
Ohio
$370K -$7.28K -325 -2%
BJL
418
Brighton Jones LLC
Washington
$369K -$73.5K -3,284 -17%
FCA
419
FLC Capital Advisors
California
$365K -$185K -8,279 -34%
WW
420
Waterfront Wealth
Kansas
$365K +$1.46K +66 +0.4%
FA
421
Faithward Advisors
Pennsylvania
$361K -$16.1K -717 -4%
FI
422
Financial Insights
Washington
$359K -$4.24K -189 -1%
TA
423
TrueWealth Advisors
Alabama
$355K -$96K -4,283 -21%
LNWWM
424
Laird Norton Wetherby Wealth Management
California
$353K -$1.59M -70,840 -82%
WH
425
Whitcomb & Hess
Ohio
$351K +$114K +5,089 +48%
15 16
17
18 19