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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 %
FRA
551
Front Row Advisors
California
$187K +$25 +1 +0%
EA
552
Evolution Advisers
Virginia
$176K +$30.7K +1,247 +21%
BCP
553
Blue Chip Partners
Michigan
$174K +$911 +37 +0.5%
FFA
554
Farther Finance Advisors
California
$173K -$132K -5,364 -43%
YAL
555
Your Advocates Ltd
Texas
$165K +$542 +22 +0.3%
AWM
556
Aspire Wealth Management
Massachusetts
$162K – – –
FA
557
Fiduciary Alliance
South Carolina
$158K +$158K +6,401 New
WT
558
Washington Trust
Rhode Island
$158K – – –
CPA
559
Cardiff Park Advisors
California
$156K +$369 +15 +0.2%
PG
560
Proffitt & Goodson
Tennessee
$153K – – –
VCM
561
Versant Capital Management
Arizona
$152K +$468 +19 +0.3%
CCA
562
Column Capital Advisors
Indiana
$150K +$246 +10 +0.2%
ICM
563
Islay Capital Management
Texas
$149K – – –
AA
564
AlphaMark Advisors
Kentucky
$140K -$57.6K -2,338 -29%
PFBT
565
Parkside Financial Bank & Trust
Missouri
$135K +$15.8K +643 +13%
CIR
566
Clear Investment Research
Georgia
$134K +$6.95K +282 +5%
CT
567
Colonial Trust
South Carolina
$128K – – –
FAM
568
Family Asset Management
South Carolina
$125K -$6.4K -260 -5%
LFG
569
Larson Financial Group
Missouri
$122K -$35.5K -1,441 -23%
SPIA
570
Steward Partners Investment Advisory
New York
$120K -$64.8K -2,629 -35%
BWP
571
Baldwin Wealth Partners
Massachusetts
$114K -$17.7K -720 -13%
FSWA
572
Financial Synergies Wealth Advisors
Texas
$113K -$1.63K -66 -1%
NOI
573
Newton One Investments
Delaware
$112K +$567 +23 +0.5%
PNC Financial Services Group
574
PNC Financial Services Group
Pennsylvania
$112K -$448K -18,192 -80%
HIIFS
575
Harel Insurance Investments & Financial Services
Israel
$110K +$110K +4,500 New
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