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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

675 hedge funds and large institutions have $6.03B invested in Schwab Emerging Markets Equity ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 291 increasing their positions, 237 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-18
Holders Change %
-2.6%
% of All Funds
11.85%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.76%
New
39
Increased
291
Reduced
237
Closed
48
Calls
$369K
Puts
–
Net Calls
+$369K
Net Calls Change
+$545K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$63.3M
2
OMC
Old Mission Capital
Illinois
+$37.2M
3
Creative Planning
Creative Planning
Kansas
+$30.6M
4
FWM
FFT Wealth Management
Pennsylvania
+$29.9M
5
MG
Mather Group
Illinois
+$22.4M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$64.7M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$27.5M
3
SCM
SCS Capital Management
Massachusetts
-$26.7M
4
Bank of America
Bank of America
North Carolina
-$14.5M
5
JIR
James Investment Research
Ohio
-$8.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
526
Front Row Advisors
California
$228K – – –
OPA
527
Old Port Advisors
Maine
$227K -$15.9K -527 -7%
NHC
528
Nicholas Hoffman & Company
Georgia
$227K +$23.4K +769 +12%
FLPIM
529
F.L. Putnam Investment Management
Massachusetts
$224K -$67K -2,203 -23%
SWP
530
Stratos Wealth Partners
Ohio
$223K -$89.8K -2,948 -29%
PWA
531
Peterson Wealth Advisors
Utah
$222K +$33.4K +1,096 +18%
BO
532
BRR OpCo
Ohio
$221K +$20.9K +685 +10%
GSWM
533
Golden State Wealth Management
California
$216K +$27.1K +889 +14%
SRC
534
Sage Rhino Capital
California
$214K +$14.5K +476 +7%
MIP
535
Marietta Investment Partners
Wisconsin
$209K -$90K -2,953 -30%
LFG
536
Larson Financial Group
Missouri
$208K +$38.9K +1,275 +23%
FTS
537
Fifth Third Securities
Ohio
$207K +$207K +6,802 New
ZF
538
Zhang Financial
Michigan
$206K – – –
VAS
539
Vestmark Advisory Solutions
Massachusetts
$205K – – –
BC
540
Barnett & Company
Tennessee
$204K -$641K -21,059 -76%
SBH
541
Segall Bryant & Hamill
Illinois
$203K -$75K -2,456 -27%
WT
542
Washington Trust
Rhode Island
$195K – – –
CIAS
543
CBIZ Investment Advisory Services
Ohio
$191K -$200K – –
PG
544
Proffitt & Goodson
Tennessee
$189K – – –
PO
545
Private Ocean
California
$186K – – –
RE
546
RBC Europe
United Kingdom
$186K – – –
CCP
547
Clarkston Capital Partners
Michigan
$174K +$2.83K +93 +2%
BW
548
Bison Wealth
Georgia
$170K -$33.1K -1,084 -16%
CFD
549
Creative Financial Designs
Indiana
$168K +$1.92K +63 +1%
BWP
550
Baldwin Wealth Partners
Massachusetts
$163K – – –
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