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 %
CCB
426
Country Club Bank
Missouri
$348K +$348K +15,496 New
SAM
427
SignalPoint Asset Management
Missouri
$347K -$21.4K -957 -6%
SFS
428
Summit Financial Strategies
Ohio
$345K -$24.5K -1,092 -7%
CFO
429
Collective Family Office
Pennsylvania
$342K -$64.9K -2,895 -16%
BWM
430
Blossom Wealth Management
California
$341K – – –
MFC
431
Morris Financial Concepts
South Carolina
$338K +$31.7K +1,417 +10%
BCI
432
Brinker Capital Investments
Pennsylvania
$336K -$2.87K -128 -0.8%
PFA
433
Pure Financial Advisors
California
$331K -$4.7K -210 -1%
LP
434
LGL Partners
Pennsylvania
$326K -$9.07M -404,594 -97%
RCAG
435
Rehmann Capital Advisory Group
Michigan
$324K +$5.09K +227 +2%
CWM
436
Cadence Wealth Management
Massachusetts
$320K -$14.2K -633 -4%
MWM
437
Meridian Wealth Management
Kentucky
$317K -$233K -10,406 -42%
EA
438
Emerald Advisors
Washington
$316K +$316K +14,098 New
RWP
439
Revolve Wealth Partners
New Jersey
$311K -$32K -1,425 -9%
IWA
440
Intercontinental Wealth Advisors
Texas
$311K +$50.3K +2,250 +19%
JPLA
441
Joseph P. Lucia & Associates
New York
$310K -$67.2K -3,005 -18%
HGWM
442
Harvest Group Wealth Management
Massachusetts
$308K -$1.58K -70 -0.5%
MA
443
MBA Advisors
Pennsylvania
$308K – – –
ACA
444
Aspire Capital Advisors
Washington
$306K – – –
SIC
445
Salem Investment Counselors
North Carolina
$305K +$3.76K +168 +1%
BA
446
Bridgewater Advisors
New York
$297K -$46.3K -2,070 -13%
KAS
447
Kestra Advisory Services
Texas
$295K +$46.2K +2,063 +19%
BFM
448
Broadview Financial Management
Wisconsin
$294K +$16.1K +718 +6%
EAM
449
Empirical Asset Management
Massachusetts
$293K -$1.88K -84 -0.6%
PAM
450
Peak Asset Management
Colorado
$293K +$61.7K +2,758 +27%
16 17
18
19 20