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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 %
Natixis Advisors
426
Natixis Advisors
Massachusetts
$415K +$68.3K +2,775 +20%
HAS
427
HBW Advisory Services
California
$414K +$119K +4,828 +40%
HIGP
428
Hill Investment Group Partners
Missouri
$412K -$11.9K -482 -3%
NB
429
Nicolet Bankshares
Wisconsin
$408K -$690 -28 -0.2%
BCM
430
Bourgeon Capital Management
Connecticut
$408K -$7.02K -285 -2%
FVWA
431
Foster Victor Wealth Advisors
South Carolina
$407K +$7.42K +300 +2%
AA
432
Ancora Advisors
Ohio
$407K -$23.1K -936 -5%
ONB
433
Old National Bancorp
Indiana
$406K +$406K +16,489 New
GM
434
GeoWealth Management
Illinois
$406K +$38.1K +1,549 +10%
EWM
435
Evermay Wealth Management
Virginia
$403K – – –
S
436
SignatureFD
Georgia
$401K +$196K +7,957 +96%
JIR
437
James Investment Research
Ohio
$401K +$25.8K +1,047 +7%
EFM
438
Eley Financial Management
Vermont
$396K +$19.9K +807 +5%
KAS
439
Kestra Advisory Services
Texas
$392K -$247K -10,010 -39%
WW
440
Waterfront Wealth
Kansas
$391K -$20K -783 -5%
TI
441
Trexquant Investment
Connecticut
$388K +$388K +15,745 New
SFS
442
Summit Financial Strategies
Ohio
$387K +$2.69K +109 +0.7%
BCM
443
Brookstone Capital Management
Illinois
$386K -$3.91K -159 -1%
EH
444
Equitable Holdings
New York
$384K +$384K +15,571 New
PFA
445
Pure Financial Advisors
California
$382K +$11.2K +455 +3%
EWA
446
Exencial Wealth Advisors
Oklahoma
$380K +$380K +15,408 New
ACA
447
Atlas Capital Advisors
Wyoming
$379K -$155K -6,306 -29%
NA
448
NewEdge Advisors
Louisiana
$376K +$60.6K +2,459 +19%
CNFG
449
Creegan & Nassoura Financial Group
New Hampshire
$374K – – –
AIM
450
Acropolis Investment Management
Missouri
$373K – – –
16 17
18
19 20