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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
$130M
2
CSIA
Charles Schwab Investment Advisory
California
$1.96B
3
TCM
Tradewinds Capital Management
Washington
$27.3M
4
DS
DRW Securities
Illinois
$26.4M
5
TC
Trilogy Capital
California
$12.3M

Top Sellers

1
EWA
EP Wealth Advisors
California
$2.53M
2
Citadel Advisors
Citadel Advisors
Florida
$1.64M
3
HC
Hamilton Capital
Ohio
$11.3M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$72.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPC
526
Rossmore Private Capital
Connecticut
$234K – – –
CG
527
Caprock Group
Idaho
$230K +$230K +9,342 New
SI
528
SimpliFi Inc
California
$230K +$1.21K +49 +0.5%
EAM
529
Empirical Asset Management
Massachusetts
$228K -$4.9K -199 -2%
UW
530
Unique Wealth
Florida
$227K +$227K +9,222 New
SFG
531
Sage Financial Group
Pennsylvania
$227K +$1.31K +53 +0.6%
ES
532
ETF Store
Kansas
$226K -$12.9K -511 -5%
ICG
533
InterOcean Capital Group
Tennessee
$225K -$77.9K -3,163 -26%
WOSD
534
WFA of San Diego
California
$224K +$224K +9,091 New
CFO
535
Collective Family Office
Pennsylvania
$222K +$222K +9,002 New
IC
536
IEQ Capital
California
$221K +$221K +8,977 New
OCM
537
One Capital Management
California
$220K -$58K -2,355 -21%
SEI Investments
538
SEI Investments
Pennsylvania
$219K -$9.06K -368 -4%
LEFP
539
Leading Edge Financial Planning
Tennessee
$219K -$66.3K -2,692 -23%
IFA
540
Index Fund Advisors
California
$218K -$4.38K -178 -2%
VCM
541
Virtue Capital Management
Tennessee
$213K -$111K -4,504 -34%
WKWM
542
Walter & Keenan Wealth Management
Indiana
$211K +$197 +8 +0.1%
Fisher Asset Management
543
Fisher Asset Management
Washington
$211K +$211K +8,548 New
VAS
544
Vestmark Advisory Solutions
Massachusetts
$208K +$208K +8,445 New
LNC
545
Lincoln National Corp
Pennsylvania
$206K -$2.81K -114 -1%
YIA
546
YHB Investment Advisors
Connecticut
$205K – – –
PSCM
547
Per Stirling Capital Management
Texas
$204K +$2.44K +99 +1%
MA
548
MBA Advisors
Pennsylvania
$201K -$27.1K -1,102 -12%
AF
549
Advisornet Financial
Minnesota
$194K +$690 +28 +0.4%
US Bancorp
550
US Bancorp
Minnesota
$191K -$25.1K -1,020 -12%
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