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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 %
GT
601
Glenmede Trust
Pennsylvania
$52.2K – – –
CCP
602
Clarkston Capital Partners
Michigan
$51.8K -$101K -4,116 -66%
CSPIA
603
Cary Street Partners Investment Advisory
Virginia
$49.4K -$25K -1,015 -34%
HPC
604
HM Payson & Co
Maine
$49.1K – – –
Bessemer Group
605
Bessemer Group
New Jersey
$49K -$6.46K -260 -12%
PIAS
606
PCA Investment Advisory Services
Ohio
$43.2K +$43.2K +1,755 New
IRC
607
Investors Research Corp
Georgia
$42.4K – – –
TFM
608
TFC Financial Management
Massachusetts
$42.2K – – –
TFP
609
Tilia Fiduciary Partners
North Carolina
$41.6K -$1.87K -76 -4%
CSWM
610
Cassady Schiller Wealth Management
Ohio
$39.7K +$3.94K +160 +11%
PFM
611
Phillips Financial Management
Indiana
$38.4K – – –
SCA
612
Stonebridge Capital Advisors
Minnesota
$36.8K – – –
EWP
613
Elevation Wealth Partners
California
$35.9K – – –
UB
614
UMB Bank
Missouri
$34.6K – – –
GWM
615
Guardian Wealth Management
Illinois
$33.4K -$155K -6,281 -82%
RDFA
616
Ritter Daniher Financial Advisory
Ohio
$33K -$296 -12 -0.9%
SIS
617
Strategic Investment Solutions
Illinois
$29.5K -$1.9K -79 -6%
GGI
618
Godsey & Gibb Inc
Virginia
$29.5K +$29.5K +1,198 New
AAP
619
Arax Advisory Partners
Colorado
$29.3K +$16.8K +684 +136%
TFGT
620
TS Financial Group (TSFG)
Illinois
$29K +$149 +6 +0.5%
MFA
621
McClarren Financial Advisors
Pennsylvania
$28K +$144 +6 +0.5%
DI
622
Disciplined Investments
Oklahoma
$24.4K +$4.16K +169 +21%
GI
623
GS Investments
Minnesota
$22.3K – – –
SSB
624
Sandy Spring Bank
Maryland
$22.2K – – –
BWA
625
BDO Wealth Advisors
Florida
$22K – – –
23 24
25
26 27