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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

672 hedge funds and large institutions have $5.68B invested in Schwab Emerging Markets Equity ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 230 increasing their positions, 303 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-32
Holders Change %
-4.55%
% of All Funds
10.71%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
39
Increased
230
Reduced
303
Closed
57
Calls
$1.02M
Puts
$7K
Net Calls
+$1.01M
Net Calls Change
+$333K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$38.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$35.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$29.2M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$16.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$13.3M

Top Sellers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
-$130M
2
TCM
Tradewinds Capital Management
Washington
-$26.5M
3
KOC
Koss-Olinger Consulting
Florida
-$24.8M
4
FTUS
Flow Traders U.S.
New York
-$23.2M
5
OMC
Old Mission Capital
Illinois
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
501
Connecticut Wealth Management
Connecticut
$229K +$229K +9,562 New
BRWA
502
B. Riley Wealth Advisors
Florida
$228K -$4.38K -183 -2%
RPC
503
Rossmore Private Capital
Connecticut
$227K – – –
KWM
504
Kingsview Wealth Management
Oregon
$225K +$225K +9,414 New
SI
505
SimpliFi Inc
California
$224K +$431 +18 +0.2%
CG
506
Caprock Group
Idaho
$224K – – –
SFG
507
Sage Financial Group
Pennsylvania
$223K +$2.68K +112 +1%
TCM
508
Twele Capital Management
Minnesota
$223K -$9.82K -410 -4%
EAM
509
Empirical Asset Management
Massachusetts
$222K +$215 +9 +0.1%
TC
510
TownSquare Capital
Utah
$222K -$90.8K -3,794 -29%
PHIC
511
Pine Haven Investment Counsel
Massachusetts
$221K -$32.3K -1,350 -13%
UW
512
Unique Wealth
Florida
$221K – – –
OCM
513
One Capital Management
California
$214K – – –
VCM
514
Virtue Capital Management
Tennessee
$213K – – –
AF
515
Advisornet Financial
Minnesota
$210K +$21.4K +894 +11%
Franklin Resources
516
Franklin Resources
California
$210K -$19.4K -810 -8%
IFA
517
Index Fund Advisors
California
$209K -$1.96K -82 -0.9%
CIA
518
Capital Investment Advisors
Georgia
$209K +$209K +8,740 New
WOSD
519
WFA of San Diego
California
$206K -$11.3K -472 -5%
ICG
520
InterOcean Capital Group
Tennessee
$206K -$13.2K -553 -6%
PCMF
521
Private Capital Management (Florida)
Florida
$206K +$206K +8,586 New
BAAM
522
Baker Avenue Asset Management
California
$205K -$41.3K -1,724 -17%
WKWM
523
Walter & Keenan Wealth Management
Indiana
$205K – – –
IC
524
IEQ Capital
California
$205K -$10.1K -423 -5%
RPSA
525
Richard P. Slaughter Associates
Texas
$203K +$203K +8,496 New
19 20
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