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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 %
SOS
476
Silver Oak Securities
Tennessee
$308K +$308K +12,485 New
IF
477
Ironwood Financial
Arizona
$307K – – –
PAS
478
Park Avenue Securities
New York
$306K +$306K +12,404 New
VFA
479
Valeo Financial Advisors
Indiana
$306K -$17.2K -700 -5%
SC
480
Schoolcraft Capital
Colorado
$304K -$49 -2 -0%
AP
481
Arlington Partners
Alabama
$302K +$79.3K +3,218 +36%
WTA
482
Washington Trust Advisors
Massachusetts
$302K – – –
PK
483
Pflug Koory
Nebraska
$295K -$3.15K -128 -1%
OFS
484
Oldfather Financial Services
Nebraska
$291K +$566 +23 +0.2%
SWM
485
Spire Wealth Management
Virginia
$291K -$103K -4,199 -26%
SP
486
Successful Portfolios
Florida
$286K -$218K -8,870 -43%
Wealthfront Advisers
487
Wealthfront Advisers
California
$286K +$286K +11,616 New
Thrivent Financial for Lutherans
488
Thrivent Financial for Lutherans
Minnesota
$283K +$283K +11,603 New
TNA
489
True North Advisors
Texas
$283K +$283K +11,484 New
AR
490
Apeiron RIA
Texas
$280K +$8.08K +328 +3%
FPGT
491
Financial Partners Group (Tennessee)
Tennessee
$279K +$279K +11,322 New
GWWM
492
Great Waters Wealth Management
Minnesota
$278K +$2.32K +94 +0.8%
PA
493
Prossimo Advisors
California
$276K +$276K +11,191 New
ABC
494
Associated Banc-Corp
Wisconsin
$276K – – –
GC
495
Gilbert & Cook
Iowa
$272K – – –
AAS
496
Avantax Advisory Services
Texas
$272K +$22.1K +899 +9%
KLI
497
Kelman-Lazarov Inc
Tennessee
$270K +$8.45K +343 +3%
AP
498
Appleton Partners
Massachusetts
$270K +$516 +21 +0.2%
MSWMA
499
Market Street Wealth Management Advisors
Indiana
$266K – – –
SWA
500
Stratos Wealth Advisors
Ohio
$264K +$14.8K +600 +6%
18 19
20
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