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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 %
OFA
676
Oak Family Advisors
Illinois
– -$811K -31,960 Closed
Vontobel Holding
677
Vontobel Holding
Switzerland
– -$635K -25,000 Closed
ES
678
Eagle Strategies
New York
– -$616K -24,259 Closed
ASI
679
Advisory Services & Investments
Oregon
– -$608K -23,963 Closed
DS
680
DRW Securities
Illinois
– -$578K -22,789 Closed
FSG
681
Financial Strategies Group
Michigan
– -$560K -22,076 Closed
CA
682
Callahan Advisors
Texas
– -$422K -16,627 Closed
VWM
683
Venturi Wealth Management
Texas
– -$406K -16,000 Closed
DP
684
DDD Partners
Washington
– -$384K -15,146 Closed
CAAM
685
Cornerstone Advisors Asset Management
Pennsylvania
– -$379K -14,916 Closed
CSPIA
686
Cary Street Partners Investment Advisory
Virginia
– -$375K -14,776 Closed
Northern Trust
687
Northern Trust
Illinois
– -$374K -14,755 Closed
GA
688
Gateway Advisory
New Jersey
– -$325K -12,804 Closed
ACM
689
Advisors Capital Management
New Jersey
– -$282K -11,094 Closed
NDSI
690
Newman Dignan & Sheerar Inc
Rhode Island
– -$272K -10,726 Closed
CIBC Private Wealth Group
691
CIBC Private Wealth Group
Georgia
– -$270K -10,636 Closed
AWE
692
Avidian Wealth Enterprises
Texas
– -$269K -10,580 Closed
SBH
693
Segall Bryant & Hamill
Illinois
– -$262K -10,260 Closed
LNB
694
Ledyard National Bank
– -$254K -10,000 Closed
PCMC
695
Private Capital Management (Colorado)
Colorado
– -$273K -9,835 Closed
KFS
696
Kaizen Financial Strategies
California
– -$246K -9,690 Closed
SEI Investments
697
SEI Investments
Pennsylvania
– -$236K -9,650 Closed
CM
698
Columbus Macro
Pennsylvania
– -$242K -9,519 Closed
PAS
699
Park Avenue Securities
New York
– -$238K -9,361 Closed
PAMG
700
Patton Albertson Miller Group
Tennessee
– -$229K -9,039 Closed
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