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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 %
FCC
401
Flower City Capital
New York
$479K -$24.9K -1,011 -5%
GCA
402
Gradient Capital Advisors
California
$478K -$22.1K -898 -4%
WBCM
403
Wilson & Boucher Capital Management
California
$477K +$49 +2 +0%
EK
404
Evensky & Katz
Florida
$476K -$27.8K -1,129 -6%
BIP
405
Blueprint Investment Partners
North Carolina
$471K +$38.8K +1,576 +9%
WF
406
Warner Financial
Maryland
$470K +$2.24K +91 +0.5%
TA
407
TrueWealth Advisors
Alabama
$470K +$53.5K +2,171 +13%
SL
408
Sentinus LLC
Illinois
$468K +$207K +8,418 +79%
RA
409
Riversedge Advisors
Delaware
$464K -$102K -4,160 -18%
AWM
410
Abound Wealth Management
Tennessee
$462K +$37.7K +1,532 +9%
AWM
411
Act Wealth Management
Texas
$459K -$13.8K -561 -3%
BWM
412
Blossom Wealth Management
California
$456K +$27.2K +1,104 +6%
CL
413
Choreo LLC
Illinois
$455K -$1.05M -42,532 -70%
AA
414
Alesco Advisors
New York
$454K – – –
EGWAG
415
Elwood & Goetz Wealth Advisory Group
Georgia
$454K – – –
BL
416
BFSG LLC
California
$450K -$7.06K -287 -2%
TC
417
Tenret Company
Florida
$449K – – –
AWA
418
Alaska Wealth Advisors
Alaska
$447K -$217K -8,822 -33%
PA
419
Procyon Advisors
Connecticut
$443K -$63.1K -2,560 -12%
IAN
420
Integrated Advisors Network
Texas
$440K -$16K -651 -4%
VFIC
421
Valley Forge Investment Consultants
Pennsylvania
$428K +$1.13K +46 +0.3%
GAM
422
Garrison Asset Management
Arkansas
$427K +$15K +610 +4%
DADC
423
D.A. Davidson & Co
Montana
$421K – – –
TWP
424
Tempus Wealth Planning
California
$420K +$37K +1,502 +10%
IWM
425
IHT Wealth Management
Illinois
$417K -$5.1K -207 -1%
15 16
17
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