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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 %
CA
451
Clearstead Advisors
Ohio
$372K +$148 +6 +0%
BL
452
BCWM LLC
Kansas
$372K -$182K -7,398 -33%
LP
453
LGL Partners
Pennsylvania
$369K +$1.92K +78 +0.5%
HL
454
HeadInvest LLC
Maine
$360K +$24.1K +975 +7%
SAM
455
SignalPoint Asset Management
Missouri
$357K -$1.82K -74 -0.5%
RCAG
456
Rehmann Capital Advisory Group
Michigan
$356K – – –
IWA
457
Intercontinental Wealth Advisors
Texas
$349K – – –
CTWM
458
Cherry Tree Wealth Management
Minnesota
$348K +$348K +14,133 New
SSWM
459
Sheets Smith Wealth Management
North Carolina
$347K -$62.2K -2,527 -15%
GWM
460
GSB Wealth Management
Connecticut
$346K -$2.19M -89,019 -86%
MFC
461
Morris Financial Concepts
South Carolina
$345K -$1.36K -55 -0.4%
BFM
462
Broadview Financial Management
Wisconsin
$345K +$1.77K +72 +0.5%
MWA
463
Motive Wealth Advisors
Michigan
$341K -$4.75K -193 -1%
FI
464
Financial Insights
Washington
$335K -$3.92K -159 -1%
SIC
465
Salem Investment Counselors
North Carolina
$334K -$542 -22 -0.2%
CWM
466
Cadence Wealth Management
Massachusetts
$334K -$19.8K -803 -6%
MA
467
Modus Advisors
Minnesota
$325K -$11.2K -456 -3%
MWM
468
Meridian Wealth Management
Kentucky
$324K +$12.1K +491 +4%
TC
469
TownSquare Capital
Utah
$322K +$20.9K +848 +7%
JPLA
470
Joseph P. Lucia & Associates
New York
$318K -$2.96K -120 -0.9%
MCCP
471
Mission Creek Capital Partners
California
$316K -$4.75K -193 -1%
LFA
472
Landmark Financial Advisors
Kentucky
$315K -$48.9K -1,986 -13%
MIA
473
Milestone Investment Advisors
Wisconsin
$315K -$7.98K -324 -2%
CAG
474
Csenge Advisory Group
Florida
$315K +$53.7K +2,179 +21%
GWA
475
Geometric Wealth Advisors
District of Columbia
$310K +$1.6K +63 +0.5%
17 18
19
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