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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

732 hedge funds and large institutions have $6.31B invested in Schwab Emerging Markets Equity ETF in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 329 increasing their positions, 203 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+57
Holders Change %
+8.44%
% of All Funds
11.31%
Holding in Top 10
43
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.66%
New
121
Increased
329
Reduced
203
Closed
51
Calls
$602K
Puts
–
Net Calls
+$602K
Net Calls Change
+$233K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.11B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$730M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$113M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$119M
5
Charles Schwab
5
Charles Schwab
California
$221M

Top Sellers

1
MG
1
Mather Group
Illinois
$174M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$377K
4
Jane Street
4
Jane Street
New York
$0
5
JWCA
5
J.W. Cole Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
26
BlueSky Wealth Advisors
North Carolina
$21.7M +$1.78M +60,228 +9%
UCFA
27
United Capital Financial Advisors
Texas
$21.6M -$4.84M -163,312 -18%
LP
28
LGL Partners
Pennsylvania
$21.5M +$21.5M +724,666 New
JFG
29
JMG Financial Group
Illinois
$21.5M +$9.18K +310 +0%
MGIA
30
Moneta Group Investment Advisors
Missouri
$18.9M +$4.63M +156,467 +32%
KBFS
31
Kohmann Bosshard Financial Services
Ohio
$18.8M +$3.44M +117,050 +22%
RFA
32
Radnor Financial Advisors
Pennsylvania
$18.5M +$767K +25,885 +4%
UBS Group
33
UBS Group
Switzerland
$18.3M +$1.24M +41,810 +7%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$17.9M +$53.1K +1,791 +0.3%
FWP
35
FAS Wealth Partners
Kansas
$17.4M -$3.54M -119,643 -17%
I
36
INVST
Indiana
$17.2M +$1.16M +39,825 +7%
Mariner
37
Mariner
Kansas
$16.5M +$865K +29,207 +6%
NSAM
38
North Star Asset Management
Wisconsin
$16M +$1.27M +42,930 +9%
AA
39
Apriem Advisors
California
$15.7M -$540K -18,222 -3%
PI
40
PFS Investments
Georgia
$15.5M +$481K +16,239 +3%
OWM
41
Orgel Wealth Management
Wisconsin
$15.3M +$4.86M +164,078 +46%
HFP
42
Holistic Financial Partners
Indiana
$15.1M -$4.77M -161,081 -24%
Osaic Holdings
43
Osaic Holdings
Arizona
$15.1M -$3.2M -107,923 -17%
VWA
44
Visionary Wealth Advisors
Illinois
$14.8M +$3.86M +130,282 +35%
Cerity Partners
45
Cerity Partners
New York
$14.7M -$523K -17,654 -3%
AWM
46
Adams Wealth Management
Utah
$14.7M +$1.31M +44,059 +10%
LPL Financial
47
LPL Financial
California
$14.6M +$1.28M +43,259 +10%
5L
48
55I LLC
Massachusetts
$14.5M +$1.57M +52,918 +12%
RRWA
49
Rainey & Randall Wealth Advisors
Florida
$14.5M +$1.27M +42,989 +10%
AWMG
50
Alliance Wealth Management Group
New Jersey
$14.1M +$1.06M +35,949 +8%
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