SCHE icon

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 %
SF
626
Safeguard Financial
Wisconsin
$21K +$21K +858 New
GJIA
627
Glass Jacobson Investment Advisors
Maryland
$20.6K +$20.6K +835 New
Citigroup
628
Citigroup
New York
$19.1K +$13.4K +546 +237%
HNB
629
Huntington National Bank
Ohio
$19.1K -$19K – –
BBHC
630
Brown Brothers Harriman & Co
New York
$18.5K +$18.5K +750 New
BCMLT
631
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.2K – – –
Simplex Trading
632
Simplex Trading
Illinois
$18K -$170K -7,045 -90%
EL
633
EMFO LLC
Florida
$17.5K +$98 +4 +0.6%
MRCM
634
M&R Capital Management
New Jersey
$15.8K +$15.8K +643 New
BFPW
635
BOK Financial Private Wealth
Colorado
$15.8K -$493 -20 -3%
LSA
636
Lansing Street Advisors
Pennsylvania
$15.2K +$98 +4 +0.7%
BCM
637
Blume Capital Management
California
$14.9K – – –
HCM
638
Hollencrest Capital Management
California
$13.4K – – –
CCM
639
Chilton Capital Management
Texas
$12.4K – – –
Kayne Anderson Rudnick Investment Management
640
Kayne Anderson Rudnick Investment Management
California
$12.1K – – –
IAS
641
IMA Advisory Services
Colorado
$12K -$49 -2 -0.4%
LB
642
Legacy Bridge
Iowa
$10.8K – – –
National Bank of Canada
643
National Bank of Canada
Quebec, Canada
$9.92K – – –
WIM
644
Westside Investment Management
California
$9.68K – – –
GWSG
645
GPS Wealth Strategies Group
Colorado
$9.58K – – –
WAG
646
Windsor Advisory Group
Ohio
$8.84K -$5.76K -234 -39%
TPCW
647
TD Private Client Wealth
New York
$8.42K -$542 -22 -6%
MWM
648
Mascoma Wealth Management
New Hampshire
$7.13K – – –
FMP
649
Financial Management Professionals
Texas
$7K -$11.6K -483 -62%
CAL
650
Capital Analysts LLC
Pennsylvania
$7K +$7K +279 New
24 25
26
27 28