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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 %
GM
451
GeoWealth Management
Illinois
$367K +$49.1K +2,001 +15%
LP
452
LGL Partners
Pennsylvania
$365K – – –
LFA
453
Landmark Financial Advisors
Kentucky
$362K -$32.3K -1,318 -8%
SAM
454
SignalPoint Asset Management
Missouri
$357K -$19.9K -814 -5%
RCAG
455
Rehmann Capital Advisory Group
Michigan
$354K – – –
CWM
456
Cadence Wealth Management
Massachusetts
$352K -$662 -27 -0.2%
IWA
457
Intercontinental Wealth Advisors
Texas
$347K +$6.13K +250 +2%
Natixis Advisors
458
Natixis Advisors
Massachusetts
$345K +$70.9K +2,895 +26%
MFC
459
Morris Financial Concepts
South Carolina
$344K +$6.33K +258 +2%
MWA
460
Motive Wealth Advisors
Michigan
$344K -$58.6K -2,390 -15%
BFM
461
Broadview Financial Management
Wisconsin
$341K +$2.55K +104 +0.8%
AC
462
AWM Capital
Arizona
$341K +$341K +13,913 New
FI
463
Financial Insights
Washington
$337K -$6.23K -254 -2%
MA
464
Modus Advisors
Minnesota
$335K – – –
SIC
465
Salem Investment Counselors
North Carolina
$333K -$7.55K -308 -2%
HL
466
HeadInvest LLC
Maine
$333K +$5.27K +215 +2%
AAS
467
Ameritas Advisory Services
Nebraska
$326K -$45K -1,844 -12%
VFA
468
Valeo Financial Advisors
Indiana
$322K -$10.1K -413 -3%
MIA
469
Milestone Investment Advisors
Wisconsin
$321K -$48.4K -1,972 -13%
JPLA
470
Joseph P. Lucia & Associates
New York
$320K – – –
MCCP
471
Mission Creek Capital Partners
California
$319K – – –
VCM
472
Virtue Capital Management
Tennessee
$314K +$314K +13,123 New
NA
473
NewEdge Advisors
Louisiana
$310K -$115K -4,757 -27%
MWM
474
Meridian Wealth Management
Kentucky
$310K -$17.9K -731 -5%
IF
475
Ironwood Financial
Arizona
$306K +$24.6K +1,004 +9%
17 18
19
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