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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 %
OFG
601
Oxford Financial Group
Indiana
$31K – – –
JFGIW
602
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30K – – –
JFA
603
JNBA Financial Advisors
Minnesota
$29K – – –
BWA
604
BDO Wealth Advisors
Florida
$27K – – –
PCG
605
Private Capital Group
Connecticut
$27K – – –
GPA
606
Guidance Point Advisors
Massachusetts
$27K +$27K +905 New
DOA
607
D'Orazio & Associates
Virginia
$26K +$26K +852 New
RA
608
Resolute Advisors
California
$24K – – –
BFG
609
Baron Financial Group
New Jersey
$22.2K – – –
TRCT
610
Tower Research Capital (TRC)
New York
$21K -$54.3K -1,810 -72%
WFA
611
WestHill Financial Advisors
California
$21K +$21K +693 New
EL
612
EMFO LLC
Florida
$20K – – –
LWA
613
Lenox Wealth Advisors
New York
$20K +$1.31K +42 +7%
KA
614
Kozak & Associates
Colorado
$20K +$20K +647 New
JWBC
615
John W. Brooker & Co
California
$18K – – –
PMFA
616
Plante Moran Financial Advisors
Michigan
$17K – – –
CTC
617
Central Trust Company
Missouri
$17K – – –
HFS
618
Hantz Financial Services
Michigan
$16K -$2.82K -95 -15%
Simplex Trading
619
Simplex Trading
Illinois
$16K – – –
GIA
620
Goodwin Investment Advisory
Georgia
$16K +$4.51K +151 +39%
IF
621
Ironwood Financial
Arizona
$15K – – –
Kayne Anderson Rudnick Investment Management
622
Kayne Anderson Rudnick Investment Management
California
$15K – – –
AAP
623
Arax Advisory Partners
Colorado
$15K – – –
ACM
624
Antonetti Capital Management
Florida
$15K +$15K +500 New
FPS
625
Fieldpoint Private Securities
Connecticut
$14K – – –
23 24
25
26 27