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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
$1.84B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$51.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$62M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$78.7M
5
MG
Mather Group
Illinois
$212M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$731M
2
Charles Schwab
Charles Schwab
California
$212M
3
TCM
Tradewinds Capital Management
Washington
$121K
4
AG
Appleton Group
Wisconsin
$569K
5
GSIS
Global Strategic Investment Solutions
Arizona
$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
526
Palladium Partners
Virginia
$215K +$215K +6,750 New
VAS
527
Vestmark Advisory Solutions
Massachusetts
$214K -$4.17K -131 -2%
BW
528
Bison Wealth
Georgia
$212K +$17.5K +550 +9%
LIA
529
LBMC Investment Advisors
Tennessee
$212K +$212K +6,679 New
NHC
530
Nicholas Hoffman & Company
Georgia
$208K -$27.2K -855 -12%
SG
531
StoneX Group
New York
$207K +$207K +6,511 New
WPP
532
Whalerock Point Partners
Rhode Island
$203K +$203K +6,400 New
WT
533
Washington Trust
Rhode Island
$203K – – –
MWM
534
Modera Wealth Management
New Jersey
$202K +$202K +6,344 New
PMG
535
ProVise Management Group
Florida
$202K +$202K +6,351 New
WIC
536
Woodmont Investment Counsel
Tennessee
$202K +$202K +6,366 New
AL
537
Aspiriant LLC
California
$200K -$48.9K -1,522 -20%
PG
538
Proffitt & Goodson
Tennessee
$197K – – –
RE
539
RBC Europe
United Kingdom
$194K – – –
GM
540
GeoWealth Management
Illinois
$189K +$189K +5,932 New
CCP
541
Clarkston Capital Partners
Michigan
$179K -$956 -30 -0.5%
BFC
542
Bedel Financial Consulting
Indiana
$176K +$95.4K +3,001 +118%
LFG
543
Larson Financial Group
Missouri
$174K +$35.1K +1,105 +25%
BWP
544
Baldwin Wealth Partners
Massachusetts
$168K +$9.83K +310 +6%
CIR
545
Clear Investment Research
Georgia
$163K -$255 -8 -0.2%
Deutsche Bank
546
Deutsche Bank
Germany
$162K +$162K +5,084 New
Fifth Third Bancorp
547
Fifth Third Bancorp
Ohio
$156K – – –
CFD
548
Creative Financial Designs
Indiana
$154K +$1.53K +48 +1%
JPMorgan Chase & Co
549
JPMorgan Chase & Co
New York
$138K +$17.5K +549 +15%
GWS
550
Glassman Wealth Services
Virginia
$136K +$9.93K +312 +8%
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