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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 %
Citigroup
651
Citigroup
New York
$4K +$1.7K +50 +74%
DAM
652
Delta Asset Management
Tennessee
$3K – – –
AssetMark Inc
653
AssetMark Inc
California
$3K +$3K +86 New
HWMA
654
Heritage Wealth Management (Arizona)
Arizona
$2K – – –
DWMG
655
DB Wealth Management Group
California
$2K – – –
SIS
656
Sound Income Strategies
Florida
$2K – – –
HCP
657
Hexagon Capital Partners
Arkansas
$2K – – –
CWC
658
Carolinas Wealth Consulting
North Carolina
$2K +$39 +1 +2%
SSB
659
Sandy Spring Bank
Maryland
$2K +$1.13K +35 +130%
GT
660
Glenmede Trust
Pennsylvania
$2K +$2K +90 New
KFS
661
Kelly Financial Services
Massachusetts
$1.73K -$54.7K -1,806 -97%
NFSG
662
Newbridge Financial Services Group
Florida
$1K -$286 -8 -22%
BAM
663
Bellevue Asset Management
Washington
$1K – – –
TFGT
664
TS Financial Group (TSFG)
Illinois
$1K – – –
BA
665
Bellwether Advisors
Nebraska
$1K – – –
WFA
666
West Financial Advisors
Iowa
$1K – – –
POIA
667
Pin Oak Investment Advisors
Texas
$1K – – –
FCMT
668
Founders Capital Management (Texas)
Texas
$1K +$261 +6 +35%
PCFFS
669
Pacific Center for Financial Services
California
$1K +$1K +30 New
ODG
670
O'Dell Group
Ohio
$1K +$1K +49 New
GKWIM
671
Gerber Kawasaki Wealth & Investment Management
California
$1K +$1K +65 New
BBHC
672
Brown Brothers Harriman & Co
New York
$152 +$152 +5,000 New
WIM
673
Westside Investment Management
California
$11 – – –
AAIM
674
Asset Advisors Investment Management
Georgia
– -$5.73M -174,275 Closed
CGFA
675
Colton Groome Financial Advisors
North Carolina
– -$1.67M -50,677 Closed
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