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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 %
HW
501
Hamilton Wealth
California
$224K -$263K -11,749 -54%
CI
502
Cordant Inc
Oregon
$224K -$32.3K -1,441 -13%
FA
503
FC Advisory
Pennsylvania
$221K -$155K -6,934 -41%
ATC
504
Argent Trust Co
Tennessee
$221K -$25.3K -1,130 -10%
CAG
505
Csenge Advisory Group
Florida
$220K +$22.9K +1,025 +12%
AWM
506
Abound Wealth Management
Tennessee
$220K -$159K -7,102 -42%
SF
507
Schaeffer Financial
Maryland
$219K +$4.58K +205 +2%
PAG
508
Powers Advisory Group
Illinois
$218K – – –
WTC
509
WhitTier Trust Company
Nevada
$217K -$101K -4,500 -32%
VA
510
Valmark Advisers
Ohio
$217K +$8.09K +361 +4%
FLPIM
511
F.L. Putnam Investment Management
Massachusetts
$216K +$216K +9,662 New
EWA
512
Exencial Wealth Advisors
Oklahoma
$215K – – –
Franklin Resources
513
Franklin Resources
California
$214K – – –
EVM
514
Eaton Vance Management
Massachusetts
$213K -$18.9K -843 -8%
RPC
515
Rossmore Private Capital
Connecticut
$213K – – –
AP
516
Appleton Partners
Massachusetts
$212K -$3.5K -156 -2%
FCIM
517
Fairview Capital Investment Management
California
$212K – – –
EFS
518
Econ Financial Services
Pennsylvania
$211K -$2M -89,049 -90%
ICG
519
InterOcean Capital Group
Tennessee
$207K -$141K -6,289 -40%
AWM
520
Act Wealth Management
Texas
$207K -$25.4K -1,134 -11%
TIAM2
521
Tru Independence Asset Management 2
Oregon
$207K +$207K +9,228 New
BRWA
522
B. Riley Wealth Advisors
Florida
$206K +$206K +9,189 New
SWM
523
Stockman Wealth Management
Montana
$203K -$39.1K -1,744 -16%
AP
524
Arlington Partners
Alabama
$203K – – –
IFA
525
Index Fund Advisors
California
$203K – – –
19 20
21
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