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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

675 hedge funds and large institutions have $6.03B invested in Schwab Emerging Markets Equity ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 291 increasing their positions, 237 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-18
Holders Change %
-2.6%
% of All Funds
11.85%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.76%
New
39
Increased
291
Reduced
237
Closed
48
Calls
$369K
Puts
–
Net Calls
+$369K
Net Calls Change
+$545K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$63.3M
2
OMC
Old Mission Capital
Illinois
+$37.2M
3
Creative Planning
Creative Planning
Kansas
+$30.6M
4
FWM
FFT Wealth Management
Pennsylvania
+$29.9M
5
MG
Mather Group
Illinois
+$22.4M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$64.7M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$27.5M
3
SCM
SCS Capital Management
Massachusetts
-$26.7M
4
Bank of America
Bank of America
North Carolina
-$14.5M
5
JIR
James Investment Research
Ohio
-$8.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
476
Cypress Wealth Services
California
$302K -$8.71K -286 -3%
OFA
477
Oak Family Advisors
Illinois
$300K -$45.1K -1,482 -13%
MCM
478
Mainstay Capital Management
Michigan
$300K -$5.38K -176 -2%
RG
479
Retirement Group
California
$298K +$3.29K +108 +1%
MA
480
MCF Advisors
Kentucky
$297K -$27.6K -904 -9%
CIBC Private Wealth Group
481
CIBC Private Wealth Group
Georgia
$296K -$317K -10,405 -52%
CCFM
482
Clear Creek Financial Management
Washington
$294K – – –
FCIM
483
Fairview Capital Investment Management
California
$293K +$11.4K +373 +4%
TAM
484
Tocqueville Asset Management
New York
$292K -$79.5K -2,605 -21%
Franklin Resources
485
Franklin Resources
California
$292K – – –
PA
486
PFG Advisors
Arizona
$291K +$4.08K +134 +1%
RPC
487
Rossmore Private Capital
Connecticut
$290K – – –
AP
488
Appleton Partners
Massachusetts
$287K +$14.4K +472 +5%
IWC
489
Integrated Wealth Concepts
Massachusetts
$284K +$8.84K +290 +3%
WPA
490
West Paces Advisors
Georgia
$282K -$25.9K -850 -8%
GIA
491
Gladstone Institutional Advisory
Florida
$282K -$85.1K -2,787 -23%
MCWS
492
McKinley Carter Wealth Services
West Virginia
$282K -$68.7K -2,257 -20%
BRWA
493
B. Riley Wealth Advisors
Florida
$281K +$5.25K +172 +2%
PK
494
Pflug Koory
Nebraska
$280K +$17.9K +586 +7%
AP
495
Arlington Partners
Alabama
$276K – – –
CAG
496
Crestwood Advisors Group
Massachusetts
$276K +$18.2K +597 +7%
PSIWM
497
Paradigm Strategies in Wealth Management
Minnesota
$274K +$158K +5,196 +136%
Thrivent Financial for Lutherans
498
Thrivent Financial for Lutherans
Minnesota
$271K -$276K – –
MA
499
MUFG Americas
New York
$271K +$65.3K +2,145 +32%
FVWA
500
Foster Victor Wealth Advisors
South Carolina
$267K +$22.6K +740 +9%
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