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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 %
LFA
676
Level Financial Advisors
New York
$2.81K -$3.6K -146 -56%
DAM
677
Delta Asset Management
Tennessee
$2.73K – – –
SWA
678
SOA Wealth Advisors
New York
$2.46K – – –
GEA
679
Glen Eagle Advisors
New Jersey
$2.39K +$24 +1 +1%
WWM
680
Wagner Wealth Management
South Carolina
$1.85K +$566 +23 +44%
CWP
681
Concord Wealth Partners
Virginia
$1.83K – – –
CWC
682
Carolinas Wealth Consulting
North Carolina
$1.77K +$25 +1 +1%
KM
683
Kalos Management
Georgia
$1.65K – – –
TRCT
684
Tower Research Capital (TRC)
New York
$1.5K -$522K -21,196 -100%
KFS
685
Kelly Financial Services
Massachusetts
$1.31K – – –
LC
686
Lindbrook Capital
California
$1.18K – – –
BLC
687
Brown, Lisle/Cummings
Rhode Island
$1.16K – – –
JFA
688
JNBA Financial Advisors
Minnesota
$1.16K – – –
CMP
689
Coston McIsaac & Partners
Maine
$1K – – –
TFA
690
Transamerica Financial Advisors
Florida
$1K – – –
IPW
691
Impact Partnership Wealth
Georgia
$764 +$764 +31 New
FCAG
692
First Capital Advisors Group
New Jersey
$692 – – –
MCA
693
Maryland Capital Advisors
Maryland
$542 – – –
TAM
694
Townsend Asset Management
North Carolina
$542 – – –
NG
695
NWK Group
California
$542 +$49 +2 +10%
SFC
696
SYM Financial Corp
Indiana
$443 +$443 +18 New
FCMT
697
Founders Capital Management (Texas)
Texas
$427 – – –
RCM
698
Raleigh Capital Management
North Carolina
$399 – – –
CFFP
699
Center for Financial Planning
Michigan
$247 – – –
ODG
700
O'Dell Group
Ohio
$222 +$222 +9 New
26 27
28
29 30