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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

694 hedge funds and large institutions have $6.07B invested in Schwab Emerging Markets Equity ETF in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 250 increasing their positions, 292 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-18
Holders Change %
-2.53%
% of All Funds
11.11%
Holding in Top 10
38
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.63%
% of All Funds
0.61%
New
50
Increased
250
Reduced
292
Closed
54
Calls
$1.47M
Puts
$2K
Net Calls
+$1.46M
Net Calls Change
-$141K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$83.2M
2
KOC
2
Koss-Olinger Consulting
Florida
$24.9M
3
HC
3
Hamilton Capital
Ohio
$68.6M
4
EWA
4
EP Wealth Advisors
California
$24.3M
5
SAG
5
SageView Advisory Group
California
$51.6M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$51.1M
2
Jane Street
2
Jane Street
New York
$28.5M
3
FTUS
3
Flow Traders U.S.
New York
$22.1M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$14.6M
5
Creative Planning
5
Creative Planning
Kansas
$635M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
601
TFC Financial Management
Massachusetts
$42.1K -$8.88K -362 -17%
GWANC
602
Guardian Wealth Advisors (North Carolina)
North Carolina
$41.8K +$956 +39 +2%
CG
603
Cutler Group
California
$41K +$14.5K +600 +55%
EI
604
Ellevest Inc
New York
$40.9K -$31.6K -1,287 -44%
PFM
605
Phillips Financial Management
Indiana
$38.2K – – –
BTI
606
Blue Trust Inc
Georgia
$37K -$11.4K -478 -24%
SCA
607
Stonebridge Capital Advisors
Minnesota
$36.7K -$613 -25 -2%
EWP
608
Elevation Wealth Partners
California
$35.8K +$35.8K +1,459 New
CSWM
609
Cassady Schiller Wealth Management
Ohio
$35.6K +$9.46K +386 +36%
UB
610
UMB Bank
Missouri
$34.4K – – –
RDFA
611
Ritter Daniher Financial Advisory
Ohio
$33.2K – – –
SIS
612
Strategic Investment Solutions
Illinois
$32.1K +$32.1K +1,307 New
TFGT
613
TS Financial Group (TSFG)
Illinois
$29K +$2.17K +87 +8%
MFA
614
McClarren Financial Advisors
Pennsylvania
$28K – – –
BF
615
BOK Financial
Oklahoma
$27.1K -$690K -28,158 -96%
GI
616
GS Investments
Minnesota
$22.2K +$4.9K +200 +28%
SSB
617
Sandy Spring Bank
Maryland
$22.1K +$22.1K +900 New
BWA
618
BDO Wealth Advisors
Florida
$21.9K – – –
NECFA
619
New England Capital Financial Advisors
Connecticut
$21.2K – – –
DI
620
Disciplined Investments
Oklahoma
$20.2K -$13.6K -556 -40%
HNB
621
Huntington National Bank
Ohio
$19K -$18.3K – –
FMP
622
Financial Management Professionals
Texas
$19K +$25 +1 +0.1%
BCMLT
623
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.1K -$5.71K -233 -24%
EL
624
EMFO LLC
Florida
$17.3K – – –
VF
625
VitalStone Financial
Texas
$17K +$17K +577 New
23 24
25
26 27