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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

666 hedge funds and large institutions have $5.95B invested in Schwab Emerging Markets Equity ETF in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 286 increasing their positions, 232 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+30
Holders Change %
+4.72%
% of All Funds
11.73%
Holding in Top 10
43
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.44%
% of All Funds
0.76%
New
73
Increased
286
Reduced
232
Closed
38
Calls
$508K
Puts
$1.07M
Net Calls
-$557K
Net Calls Change
+$415K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$85.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$51.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$36.8M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$29M
5
MG
Mather Group
Illinois
+$22.9M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$52.7M
2
Charles Schwab
Charles Schwab
California
-$35.8M
3
TCM
Tradewinds Capital Management
Washington
-$20.1M
4
AG
Appleton Group
Wisconsin
-$7.58M
5
GSIS
Global Strategic Investment Solutions
Arizona
-$6.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
NDSI
451
Newman Dignan & Sheerar Inc
Rhode Island
$346K +$49.8K +1,567 +17%
GMA
452
Goldstein Munger & Associates
California
$342K – – –
EVM
453
Eaton Vance Management
Massachusetts
$340K +$763 +24 +0.2%
FG
454
Fiduciary Group
Georgia
$336K -$6.65K -206 -2%
WTC
455
WhitTier Trust Company
Nevada
$336K +$80.1K +2,521 +31%
GTAM
456
Global Trust Asset Management
Florida
$335K +$153K +4,796 +84%
CIBC Private Wealth Group
457
CIBC Private Wealth Group
Georgia
$334K -$5.57K -175 -2%
SWP
458
Stratos Wealth Partners
Ohio
$332K -$201K -6,313 -38%
SWM
459
Soundmark Wealth Management
Washington
$332K -$192 -6 -0.1%
BPM
460
Bowling Portfolio Management
Ohio
$332K +$2.23K +70 +0.7%
FA
461
FC Advisory
Pennsylvania
$332K +$25.4K +801 +8%
S
462
SignatureFD
Georgia
$331K +$44.9K +1,412 +16%
TCM
463
Twele Capital Management
Minnesota
$325K -$24.9K -784 -7%
PSUF
464
People's United Financial
Connecticut
$324K – – –
OPA
465
Old Port Advisors
Maine
$323K -$52.7K -1,658 -14%
LNB
466
Ledyard National Bank
$318K – – –
CWM
467
Concentric Wealth Management
California
$316K -$24.5K -769 -7%
RWA
468
River Wealth Advisors
Pennsylvania
$313K +$9.35K +294 +3%
MA
469
MCF Advisors
Kentucky
$312K -$146K -4,601 -32%
BWM
470
Blossom Wealth Management
California
$310K +$29.5K +926 +10%
PFP
471
Pinnacle Financial Partners
Tennessee
$308K +$981 +32 +0.3%
GA
472
Gateway Advisory
New Jersey
$308K +$308K +9,699 New
VCP
473
Vista Capital Partners
Oregon
$307K -$9.72K -306 -3%
PA
474
PFG Advisors
Arizona
$306K +$29.8K +940 +11%
SI
475
SimpliFi Inc
California
$304K -$11K -347 -4%
17 18
19
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