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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 %
PB
576
Pinnacle Bancorp
Nebraska
$107K +$1.36K +55 +1%
BEI
577
Benjamin Edwards Inc
Missouri
$103K -$198 -8 -0.2%
FWM
578
Focused Wealth Management
New York
$102K -$2.96K -120 -3%
WTC
579
WhitTier Trust Company
Nevada
$102K – – –
JHCP
580
Jackson Hole Capital Partners
Oklahoma
$98.5K – – –
HI
581
Harbour Investments
Wisconsin
$95.6K -$18.5K -752 -16%
GIA
582
GHP Investment Advisors
Colorado
$93.6K -$1.63K -66 -2%
NRC
583
New Republic Capital
North Carolina
$92.4K – – –
HDIM
584
Hanson & Doremus Investment Management
Vermont
$91K +$469 +19 +0.5%
GWS
585
Glassman Wealth Services
Virginia
$85.9K -$16.9K -687 -16%
CA
586
Crewe Advisors
Utah
$85.4K +$443 +18 +0.5%
OSAM
587
O'Shaughnessy Asset Management
Connecticut
$82.8K – – –
HS
588
Horan Securities
United States
$80.8K +$6.21K +252 +8%
JFG
589
JDM Financial Group
Texas
$74.4K – – –
BWM
590
BerganKDV Wealth Management
Minnesota
$73.7K -$419 -17 -0.6%
BTI
591
Blue Trust Inc
Georgia
$71K +$33.1K +1,351 +87%
Deutsche Bank
592
Deutsche Bank
Germany
$66.5K – – –
HR
593
Howe & Rusling
New York
$66.2K -$368K -14,952 -85%
BF
594
BOK Financial
Oklahoma
$63.9K +$36.6K +1,487 +134%
AW
595
Avion Wealth
Texas
$61K – – –
FA
596
Faithward Advisors
Pennsylvania
$60.7K -$22.1K -894 -27%
TF
597
Tompkins Financial
New York
$60.1K – – –
BCA
598
Bray Capital Advisors
Florida
$59K – – –
ACA
599
Aptus Capital Advisors
Alabama
$55.4K +$10.4K +421 +23%
GWANC
600
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.4K +$10.4K +421 +25%
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