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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 %
HL
451
HeadInvest LLC
Maine
$291K -$6.16K -275 -2%
SAM
452
Summit Asset Management
Tennessee
$287K -$62.8K -2,808 -18%
GM
453
GeoWealth Management
Illinois
$287K -$57.1K -2,537 -17%
BIA
454
Bigelow Investment Advisors
Maine
$287K -$19.4K -866 -6%
AWC
455
Adamsbrown Wealth Consultants
Kansas
$286K +$286K +12,748 New
OCM
456
One Capital Management
California
$285K -$18.8K -842 -6%
SWP
457
Strategic Wealth Partners
Ohio
$284K -$426 -19 -0.1%
VFA
458
Valeo Financial Advisors
Indiana
$279K -$12.3K -547 -4%
CFD
459
Creative Financial Designs
Indiana
$279K +$119K +5,330 +75%
IWM
460
IHT Wealth Management
Illinois
$279K +$279K +12,468 New
JF
461
Joule Financial
Kentucky
$277K -$861K -38,510 -76%
SPIA
462
Steward Partners Investment Advisory
New York
$275K -$184K -8,246 -40%
NL
463
NWAM LLC
Washington
$273K -$90.5K -4,036 -25%
GG
464
Gofen & Glossberg
Illinois
$268K -$13.8K -615 -5%
PK
465
Pflug Koory
Nebraska
$268K +$1.68K +75 +0.6%
BTWM
466
Baker Tilly Wealth Management
Wisconsin
$266K -$6.63K -296 -2%
IF
467
Ironwood Financial
Arizona
$266K +$1.01K +45 +0.4%
SB
468
Sunflower Bank
Texas
$265K +$45 +2 +0%
HAS
469
HBW Advisory Services
California
$262K +$7.16K +320 +3%
WOSD
470
WFA of San Diego
California
$261K +$35.7K +1,590 +16%
SIC
471
Sigma Investment Counselors
Michigan
$259K -$4.94K -220 -2%
PHIC
472
Pine Haven Investment Counsel
Massachusetts
$259K -$4.48K -200 -2%
PWA
473
Physician Wealth Advisors
Utah
$259K +$3.49K +149 +1%
OFS
474
Oldfather Financial Services
Nebraska
$258K +$27.6K +1,233 +12%
TC
475
TownSquare Capital
Utah
$256K -$24.3K -1,084 -9%
17 18
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