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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 %
MCWS
501
McKinley Carter Wealth Services
West Virginia
$261K +$261K +10,602 New
PHIC
502
Pine Haven Investment Counsel
Massachusetts
$261K -$18.2K -740 -7%
PWA
503
Physician Wealth Advisors
Utah
$259K +$1.74K +70 +0.7%
ECM
504
Evergreen Capital Management
Washington
$258K +$258K +10,488 New
SB
505
Sunflower Bank
Texas
$258K – – –
BAAM
506
Baker Avenue Asset Management
California
$254K +$42.5K +1,724 +20%
PCA
507
Prosperity Capital Advisors
Ohio
$254K +$15.9K +645 +7%
ATC
508
Argent Trust Co
Tennessee
$251K +$8.47K +344 +3%
PFP
509
Pinnacle Financial Partners
Tennessee
$250K +$246 +10 +0.1%
CI
510
Cordant Inc
Oregon
$248K -$210K -8,523 -46%
SCA
511
STALEY CAPITAL ADVISERS
Pennsylvania
$248K -$19.7K -800 -7%
AAS
512
Ameritas Advisory Services
Nebraska
$247K -$80.8K -3,288 -25%
Prudential Financial
513
Prudential Financial
New Jersey
$247K +$1.23K +50 +0.5%
SIC
514
Sigma Investment Counselors
Michigan
$247K -$11.1K -451 -4%
PAM
515
Peak Asset Management
Colorado
$246K -$31.8K -1,290 -11%
Fifth Third Bancorp
516
Fifth Third Bancorp
Ohio
$245K -$3.82K -155 -2%
WIM
517
Warwick Investment Management
Texas
$245K +$16.8K +684 +7%
SEIA
518
Signature Estate & Investment Advisors
California
$244K +$2.46K +100 +1%
PO
519
Private Ocean
California
$240K +$58.8K +2,388 +32%
BRWA
520
B. Riley Wealth Advisors
Florida
$239K +$34.5K +1,400 +17%
TCM
521
Twele Capital Management
Minnesota
$239K +$4.11K +167 +2%
IIM
522
Ironwood Investment Management
Massachusetts
$237K – – –
M&T Bank
523
M&T Bank
New York
$236K -$34.8K -1,414 -13%
Franklin Resources
524
Franklin Resources
California
$236K -$2.96K -120 -1%
KPWS
525
Kestra Private Wealth Services
Texas
$235K +$31.5K +1,279 +16%
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