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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

675 hedge funds and large institutions have $5.2B invested in Schwab Emerging Markets Equity ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 239 increasing their positions, 289 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-41
Holders Change %
-5.73%
% of All Funds
11.67%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.54%
New
44
Increased
239
Reduced
289
Closed
77
Calls
$1.76M
Puts
$258K
Net Calls
+$1.5M
Net Calls Change
-$1.07M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$554M
2
OMC
Old Mission Capital
Illinois
$25M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$49M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$123M
5
OIA
OneDigital Investment Advisors
Kansas
$20M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$1.74B
2
TI
Tidal Investments
Wisconsin
$0
3
Financial Engines Advisors
Financial Engines Advisors
California
$484M
4
HWM
HB Wealth Management
Georgia
$1.29M
5
MG
Mather Group
Illinois
$86.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
626
Horrell Capital Management
Arkansas
$6K – – –
LWP
627
Laurel Wealth Planning
Minnesota
$6K +$6K +284 New
TAM
628
Tucker Asset Management
Colorado
$5.2K +$5.2K +240 New
MFT
629
Moisand Fitzgerald Tamayo
Florida
$5K – – –
BHWM
630
Beaird Harris Wealth Management
Texas
$5K – – –
BWM
631
Baystate Wealth Management
Massachusetts
$5K – – –
MIM
632
Macroview Investment Management
Maryland
$5K – – –
LWA
633
Lowe Wealth Advisors
Maryland
$5K – – –
GI
634
GS Investments
Minnesota
$5K – – –
KFI
635
Key Financial Inc
Pennsylvania
$5K – – –
AC
636
AlphaCore Capital
California
$4K -$300K -12,619 -99%
TCWA
637
Ten Capital Wealth Advisors
Washington
$4K -$4.71K -212 -54%
CCM
638
Cribstone Capital Management
Maine
$4K – – –
ME
639
McIlrath & Eck
Washington
$4K – – –
MW
640
Milestone Wealth
New York
$4K – – –
SC
641
Sierra Capital
Florida
$4K +$2K +100 +100%
IWP
642
IAG Wealth Partners
Wisconsin
$3K – – –
CWM
643
Castle Wealth Management
Florida
$3K – – –
HWMA
644
Heritage Wealth Management (Arizona)
Arizona
$3K +$804 +30 +37%
TRCT
645
Tower Research Capital (TRC)
New York
$2K -$52.1K -2,894 -96%
VCM
646
Vigilant Capital Management
Maine
$2K -$31.6K -1,739 -94%
CDIA
647
Capital Directions Investment Advisors
Georgia
$2K -$2K -86 Closed
SC
648
Schubert & Co
Texas
$2K -$255 -12 -11%
SWA
649
SOA Wealth Advisors
New York
$2K – – –
Bank of Montreal
650
Bank of Montreal
Ontario, Canada
$1.61K -$65 -2,710 -4%
24 25
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