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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
$1.96B
2
OMC
Old Mission Capital
Illinois
$39.8M
3
Creative Planning
Creative Planning
Kansas
$491M
4
FWM
FFT Wealth Management
Pennsylvania
$29.9M
5
MG
Mather Group
Illinois
$261M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$641M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$2.32M
3
SCM
SCS Capital Management
Massachusetts
$49.7M
4
Bank of America
Bank of America
North Carolina
$7.81M
5
JIR
James Investment Research
Ohio
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
551
Bedel Financial Consulting
Indiana
$162K -$7.41K -243 -4%
CIR
552
Clear Investment Research
Georgia
$158K +$1.65K +54 +1%
William Blair & Company
553
William Blair & Company
Illinois
$148K +$107K +3,530 +264%
OSAM
554
O'Shaughnessy Asset Management
Connecticut
$145K +$33.1K +1,085 +30%
NOI
555
Newton One Investments
Delaware
$138K – – –
CF
556
Centaurus Financial
California
$137K -$31.6K -1,040 -19%
PNC Financial Services Group
557
PNC Financial Services Group
Pennsylvania
$137K +$27.1K +885 +25%
AF
558
Allworth Financial
California
$135K +$18.2K +600 +16%
FWM
559
Focused Wealth Management
New York
$134K -$2.77K -91 -2%
PB
560
Pinnacle Bancorp
Nebraska
$129K – – –
S
561
SignatureFD
Georgia
$124K -$235K -7,689 -65%
JHCP
562
Jackson Hole Capital Partners
Oklahoma
$122K – – –
FHA
563
First Horizon Advisors
Tennessee
$122K – – –
JPMorgan Chase & Co
564
JPMorgan Chase & Co
New York
$119K +$2.29K +75 +2%
TCM
565
Tradewinds Capital Management
Washington
$118K -$46.5K -1,523 -28%
AIM
566
Acropolis Investment Management
Missouri
$112K – – –
CPWM
567
Cypress Point Wealth Management
Texas
$110K – – –
TCWA
568
Ten Capital Wealth Advisors
Washington
$108K +$17.9K +586 +20%
SIAP
569
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$106K +$18.8K +615 +22%
SWM
570
Selective Wealth Management
Virginia
$102K – – –
FF
571
FourThought Financial
Florida
$100K – – –
BWM
572
BerganKDV Wealth Management
Minnesota
$97K +$24.2K +791 +33%
KIG
573
Kowal Investment Group
Wisconsin
$96K +$96K +3,158 New
HDIM
574
Hanson & Doremus Investment Management
Vermont
$94K -$2.85K -93 -3%
GWS
575
Glassman Wealth Services
Virginia
$92K -$38.5K -1,268 -30%
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