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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

675 hedge funds and large institutions have $5.2B invested in Schwab Emerging Markets Equity ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 239 increasing their positions, 289 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-41
Holders Change %
-5.73%
% of All Funds
11.67%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.54%
New
44
Increased
239
Reduced
289
Closed
77
Calls
$1.76M
Puts
$258K
Net Calls
+$1.5M
Net Calls Change
-$1.07M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$36.6M
2
OMC
Old Mission Capital
Illinois
+$25M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$24.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23M
5
OIA
OneDigital Investment Advisors
Kansas
+$18.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$76.5M
2
TI
Tidal Investments
Wisconsin
-$55M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$48.5M
4
HWM
HB Wealth Management
Georgia
-$13.3M
5
MG
Mather Group
Illinois
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
476
Financial Advocates Investment Management
Washington
$254K -$81.8K -3,657 -24%
FG
477
Fiduciary Group
Georgia
$254K -$24.2K -1,033 -9%
DWP
478
Destiny Wealth Partners
Florida
$253K -$21.2K -943 -8%
ES
479
ETF Store
Kansas
$251K -$10.8K -480 -4%
VCM
480
Versant Capital Management
Arizona
$248K -$604 -27 -0.2%
GWA
481
Geometric Wealth Advisors
District of Columbia
$245K -$2.09K -93 -0.8%
JIR
482
James Investment Research
Ohio
$244K -$59.3K -2,645 -20%
SVWAG
483
Sound View Wealth Advisors Group
Georgia
$243K – – –
CAG
484
Crestwood Advisors Group
Massachusetts
$243K +$26.8K +1,196 +12%
IIM
485
Ironwood Investment Management
Massachusetts
$241K -$4.03K -180 -2%
GMA
486
Goldstein Munger & Associates
California
$241K – – –
TCM
487
Twele Capital Management
Minnesota
$241K +$3.34K +149 +1%
REMPR
488
Roof Eidam Maycock Peralta (REMP)
California
$241K +$241K +10,765 New
GC
489
Gilbert & Cook
Iowa
$241K +$241K +11,030 New
SCA
490
STALEY CAPITAL ADVISERS
Pennsylvania
$239K – – –
TC
491
Tenret Company
Florida
$237K +$237K +10,599 New
AR
492
Apeiron RIA
Texas
$235K +$235K +10,634 New
SI
493
SimpliFi Inc
California
$234K +$20.5K +913 +10%
KIG
494
Kowal Investment Group
Wisconsin
$233K +$233K +10,386 New
BPM
495
Bowling Portfolio Management
Ohio
$231K +$829 +37 +0.4%
GWM
496
Guardian Wealth Management
Illinois
$230K +$1.19K +53 +0.5%
EH
497
Equitable Holdings
New York
$228K -$312K -13,949 -58%
Fifth Third Bancorp
498
Fifth Third Bancorp
Ohio
$227K – – –
BPWM
499
Badgley Phelps Wealth Managers
Washington
$226K -$113K -5,048 -33%
PFP
500
Pinnacle Financial Partners
Tennessee
$226K – – –
18 19
20
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