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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.

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
1
Charles Schwab Investment Advisory
California
$1.84B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$51.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$62M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$78.7M
5
MG
5
Mather Group
Illinois
$212M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$731M
2
Charles Schwab
2
Charles Schwab
California
$212M
3
TCM
3
Tradewinds Capital Management
Washington
$121K
4
AG
4
Appleton Group
Wisconsin
$569K
5
GSIS
5
Global Strategic Investment Solutions
Arizona
$5.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$24.4M 767,257 -139,957 -15%
PCIA
27
Prime Capital Investment Advisors
Kansas
$24.2M 761,758 +185,618 +32%
JFG
28
JMG Financial Group
Illinois
$22.3M 700,162 -9,581 -1%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$22.2M 697,066 -73,636 -10%
TF
30
TimeScale Financial
Massachusetts
$21.2M 668,351 -7,670 -1%
Osaic Holdings
31
Osaic Holdings
Arizona
$20.9M 656,764 +43,954 +7%
CCA
32
Clearwater Capital Advisors
Illinois
$20.5M 646,044 +51,790 +9%
FWP
33
FAS Wealth Partners
Kansas
$20.3M 639,389 +45,143 +8%
HFP
34
Holistic Financial Partners
Indiana
$19.9M 625,425 -36,245 -5%
BWA
35
BlueSky Wealth Advisors
North Carolina
$19.6M 618,896 -5,254 -0.8%
TIM
36
Total Investment Management
Arizona
$19.2M 925,679 +925,679 New
RRWA
37
Rainey & Randall Wealth Advisors
Florida
$19M 597,617 +30,461 +5%
Cerity Partners
38
Cerity Partners
New York
$17.8M 559,159 +6,219 +1%
UBS Group
39
UBS Group
Switzerland
$17.4M 546,139 +34,710 +7%
RFA
40
Radnor Financial Advisors
Pennsylvania
$17.3M 544,517 +9,921 +2%
I
41
INVST
Indiana
$16.6M 515,831 +25,067 +5%
AA
42
Apriem Advisors
California
$16.2M 511,108 +68,730 +16%
PI
43
PFS Investments
Georgia
$16.1M 505,199 -22,739 -4%
RWM
44
RKL Wealth Management
Pennsylvania
$15.1M 476,389 -15,311 -3%
NSAM
45
North Star Asset Management
Wisconsin
$15M 472,605 +15,106 +3%
VWA
46
Visionary Wealth Advisors
Illinois
$14.8M 466,803 -36,717 -7%
LPL Financial
47
LPL Financial
California
$14.3M 450,908 +5,208 +1%
Mariner
48
Mariner
Kansas
$14.2M 448,257 +52,256 +13%
JCM
49
Jacobsen Capital Management
Utah
$13.6M 427,626 +154,155 +56%
KBFS
50
Kohmann Bosshard Financial Services
Ohio
$13.5M 425,976 +64,976 +18%
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