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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab Investment Advisory
California
+$85.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$51.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$36.8M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$29M
5
MG
Mather Group
Illinois
+$22.9M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$52.7M
2
Charles Schwab
Charles Schwab
California
-$35.8M
3
TCM
Tradewinds Capital Management
Washington
-$20.1M
4
AG
Appleton Group
Wisconsin
-$7.58M
5
GSIS
Global Strategic Investment Solutions
Arizona
-$6.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
501
Parsec Financial Management
North Carolina
$264K -$14.7K -463 -5%
BRWA
502
B. Riley Wealth Advisors
Florida
$263K +$49.7K +1,558 +23%
BFPW
503
BOK Financial Private Wealth
Colorado
$261K -$102K -3,196 -28%
FVWA
504
Foster Victor Wealth Advisors
South Carolina
$258K -$14.3K -451 -5%
RG
505
Retirement Group
California
$257K +$17.7K +557 +7%
OFS
506
Oldfather Financial Services
Nebraska
$257K +$257K +8,017 New
IC
507
IEQ Capital
California
$255K +$255K +8,027 New
MIP
508
Marietta Investment Partners
Wisconsin
$254K +$10.8K +341 +4%
OC
509
Oarsman Capital
Wisconsin
$252K -$18.5K -584 -7%
AWE
510
Avidian Wealth Enterprises
Texas
$250K -$35.4K -1,115 -12%
AWM
511
Act Wealth Management
Texas
$250K -$16.5K -519 -6%
PWA
512
Providence Wealth Advisors
Illinois
$246K -$47.7K -1,500 -16%
AL
513
ACAS LLC
California
$236K +$236K +7,427 New
FRA
514
Front Row Advisors
California
$233K +$12.4K +390 +6%
WKWM
515
Walter & Keenan Wealth Management
Indiana
$232K – – –
EWA
516
Exencial Wealth Advisors
Oklahoma
$232K +$5.41K +170 +2%
ASN
517
Advisory Services Network
Georgia
$232K +$189K +5,950 +441%
CA
518
Claro Advisors
Massachusetts
$229K -$19.4K -611 -8%
BI
519
Blooom Inc
Kansas
$224K +$224K +4,833 New
PAS
520
Park Avenue Securities
New York
$224K +$224K +7,063 New
AIC
521
Ameritas Investment Company
Nebraska
$222K -$9.09K -286 -4%
HWMG
522
Hurlow Wealth Management Group
Indiana
$221K -$16.3K -512 -7%
SFP
523
Sterling Financial Planning
New Jersey
$221K +$112K +3,513 +103%
IWC
524
Integrated Wealth Concepts
Massachusetts
$216K +$216K +6,809 New
SHWM
525
Silicon Hills Wealth Management
Texas
$215K -$12.3K -386 -5%
19 20
21
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