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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 %
HT
651
Headlands Technologies
Illinois
$6.72K -$55.8K -2,267 -89%
NC
652
NewSquare Capital
Pennsylvania
$6.65K +$6.5K +264 +4,400%
FGAM
653
Financial Gravity Asset Management
Texas
$6.61K +$6.61K +25 New
FHA
654
First Horizon Advisors
Tennessee
$6.4K -$3.77K -153 -37%
FFL
655
Financial Freedom LLC
Ohio
$6.26K +$25 +1 +0.4%
MIM
656
Macroview Investment Management
Maryland
$6.18K +$49 +2 +0.8%
HCM
657
Horrell Capital Management
Arkansas
$6K – – –
2L
658
25 LLC
Missouri
$5.79K +$51 +2 +0.9%
KFI
659
Key Financial Inc
Pennsylvania
$5.76K – – –
LWA
660
Lowe Wealth Advisors
Maryland
$5.44K – – –
BHWM
661
Beaird Harris Wealth Management
Texas
$5.15K – – –
SIS
662
Sound Income Strategies
Florida
$5.05K -$3.89K -158 -44%
HBW
663
Hazlett, Burt & Watson
West Virginia
$5K – – –
CP
664
Castleview Partners
Texas
$4.93K +$4.93K +200 New
WAM
665
Worth Asset Management
Texas
$4.88K +$4.88K +198 New
WWP
666
WR Wealth Planners
Missouri
$4.86K +$4.86K +197 New
AC
667
AlphaCore Capital
California
$4.73K +$591 +24 +14%
ME
668
McIlrath & Eck
Washington
$4.31K -$1.97K -80 -31%
EWA
669
EverSource Wealth Advisors
Alabama
$4.26K -$5.91K -240 -58%
EWM
670
Endurance Wealth Management
Rhode Island
$4K – – –
BWM
671
Baystate Wealth Management
Massachusetts
$3.89K +$25 +1 +0.6%
GI
672
Gradient Investments
Minnesota
$3.47K +$3.47K +141 New
AIC
673
Archer Investment Corporation
Indiana
$3.37K +$3.37K +137 New
AA
674
Atmos Advisory
Pennsylvania
$3.28K – – –
RI
675
Ridgewood Investments
New Jersey
$3.01K – – –
25 26
27
28 29