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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

675 hedge funds and large institutions have $5.2B invested in Schwab Emerging Markets Equity ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 239 increasing their positions, 289 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-41
Holders Change %
-5.73%
% of All Funds
11.67%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.54%
New
44
Increased
239
Reduced
289
Closed
77
Calls
$1.76M
Puts
$258K
Net Calls
+$1.5M
Net Calls Change
-$1.07M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$554M
2
OMC
Old Mission Capital
Illinois
$25M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$49M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$123M
5
OIA
OneDigital Investment Advisors
Kansas
$20M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$1.74B
2
TI
Tidal Investments
Wisconsin
$0
3
Financial Engines Advisors
Financial Engines Advisors
California
$484M
4
HWM
HB Wealth Management
Georgia
$1.29M
5
MG
Mather Group
Illinois
$86.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
551
Glassman Wealth Services
Virginia
$91K – – –
JHCP
552
Jackson Hole Capital Partners
Oklahoma
$90K – – –
TCM
553
Tradewinds Capital Management
Washington
$86K – – –
PO
554
Private Ocean
California
$83K – – –
BFPW
555
BOK Financial Private Wealth
Colorado
$81K -$30.8K -1,384 -28%
HDIM
556
Hanson & Doremus Investment Management
Vermont
$80K -$537 -24 -0.7%
FPB
557
First PREMIER Bank
South Dakota
$78K – – –
SWM
558
Selective Wealth Management
Virginia
$77K – – –
CA
559
Crewe Advisors
Utah
$75K – – –
OSAM
560
O'Shaughnessy Asset Management
Connecticut
$74K +$39.9K +1,769 +117%
BTI
561
Blue Trust Inc
Georgia
$74K +$66.9K +2,635 +944%
LPP
562
Life Planning Partners
Florida
$72.8K +$20.7K +923 +40%
EA
563
Evolution Advisers
Virginia
$72K -$96.8K -4,360 -57%
BWM
564
BerganKDV Wealth Management
Minnesota
$71K +$4.24K +190 +6%
RCC
565
Red Cedar Capital
Nebraska
$69K +$3.48K +155 +5%
MBFW
566
Morton Brown Family Wealth
Pennsylvania
$69K +$69K +3,089 New
BC
567
Burleson & Co
California
$68K -$107K -4,761 -61%
TFP
568
Tilia Fiduciary Partners
North Carolina
$67K -$13.5K -614 -17%
CTC
569
Central Trust Company
Missouri
$65K +$2.54K +114 +4%
TWA
570
TCI Wealth Advisors
Arizona
$64K +$226 +10 +0.4%
Deutsche Bank
571
Deutsche Bank
Germany
$60K – – –
HR
572
Howe & Rusling
New York
$59K -$604 -27 -1%
HNB
573
Huntington National Bank
Ohio
$59K -$1K – –
AW
574
Avion Wealth
Texas
$56K – – –
GWANC
575
Guardian Wealth Advisors (North Carolina)
North Carolina
$56K +$7.88K +353 +16%
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