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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

694 hedge funds and large institutions have $6.07B invested in Schwab Emerging Markets Equity ETF in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 250 increasing their positions, 292 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-18
Holders Change %
-2.53%
% of All Funds
11.11%
Holding in Top 10
38
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.63%
% of All Funds
0.61%
New
50
Increased
250
Reduced
292
Closed
54
Calls
$1.47M
Puts
$2K
Net Calls
+$1.46M
Net Calls Change
-$141K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$83.2M
2
KOC
2
Koss-Olinger Consulting
Florida
$24.9M
3
HC
3
Hamilton Capital
Ohio
$68.6M
4
EWA
4
EP Wealth Advisors
California
$24.3M
5
SAG
5
SageView Advisory Group
California
$51.6M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$51.1M
2
Jane Street
2
Jane Street
New York
$28.5M
3
FTUS
3
Flow Traders U.S.
New York
$22.1M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$14.6M
5
Creative Planning
5
Creative Planning
Kansas
$635M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIGP
426
Hill Investment Group Partners
Missouri
$422K +$11.8K +482 +3%
IWM
427
IHT Wealth Management
Illinois
$420K -$15.9K -650 -4%
DADC
428
D.A. Davidson & Co
Montana
$419K +$6.13K +250 +1%
TA
429
TrueWealth Advisors
Alabama
$414K +$17.6K +718 +4%
BCM
430
Bourgeon Capital Management
Connecticut
$413K +$101K +4,110 +32%
GAM
431
Garrison Asset Management
Arkansas
$410K -$3.6K -147 -0.9%
FFA
432
First Foundation Advisors
California
$409K -$147 -6 -0%
SSWM
433
Sheets Smith Wealth Management
North Carolina
$407K -$8.83K -360 -2%
NB
434
Nicolet Bankshares
Wisconsin
$407K – – –
VF
435
Vawter Financial
Ohio
$404K – – –
EWM
436
Evermay Wealth Management
Virginia
$401K -$7.41K -302 -2%
FVWA
437
Foster Victor Wealth Advisors
South Carolina
$398K -$63.8K -2,592 -14%
WW
438
Waterfront Wealth
Kansas
$394K -$392 -16 -0.1%
BCM
439
Brookstone Capital Management
Illinois
$393K -$18.6K -750 -5%
SWM
440
Spire Wealth Management
Virginia
$393K +$245K +10,004 +166%
JF
441
Joule Financial
Kentucky
$386K +$32.7K +1,335 +9%
SFS
442
Summit Financial Strategies
Ohio
$382K -$39.6K -1,615 -9%
TWP
443
Tempus Wealth Planning
California
$382K +$67.5K +2,754 +21%
RJA
444
Raymond James & Associates
Florida
$381K +$2.13K +87 +0.6%
EFM
445
Eley Financial Management
Vermont
$374K +$1.74K +71 +0.5%
JIR
446
James Investment Research
Ohio
$373K +$127K +5,183 +52%
CNFG
447
Creegan & Nassoura Financial Group
New Hampshire
$372K – – –
AIM
448
Acropolis Investment Management
Missouri
$371K -$392 -16 -0.1%
CA
449
Clearstead Advisors
Ohio
$370K -$7.21K -294 -2%
PFA
450
Pure Financial Advisors
California
$369K +$5.25K +214 +1%
16 17
18
19 20