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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 %
DBRC
701
D.B. Root & Company
Pennsylvania
– -$225K -8,890 Closed
BS
702
Boenning & Scattergood
Pennsylvania
– -$220K -8,671 Closed
EFSCE
703
Enterprise Financial Services Corp (EFSC)
Missouri
– -$219K -8,620 Closed
KWM
704
Kingsview Wealth Management
Oregon
– -$217K -8,562 Closed
AWA
705
Amplius Wealth Advisors
Pennsylvania
– -$216K -8,546 Closed
WKWM
706
Walter & Keenan Wealth Management
Indiana
– -$216K -8,529 Closed
VVP
707
Venture Visionary Partners
Ohio
– -$213K -8,384 Closed
CG
708
Colony Group
Massachusetts
– -$205K -8,060 Closed
SFG
709
Sage Financial Group
Pennsylvania
– -$201K -7,936 Closed
Prudential Financial
710
Prudential Financial
New Jersey
– -$201K -7,887 Closed
EW
711
Evoke Wealth
California
– -$176K -6,916 Closed
DC
712
Darrow Company
Massachusetts
– -$145K -5,722 Closed
SIAP
713
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$142K -5,610 Closed
VST
714
Van Strum & Towne
California
– -$96K -3,800 Closed
CA
715
CoreCap Advisors
Michigan
– -$62K -2,460 Closed
PFS
716
Prospera Financial Services
Texas
– -$47K -1,842 Closed
WAM
717
Worth Asset Management
Texas
– -$37K -1,440 Closed
CG
718
Cutler Group
California
– -$25K -1,000 Closed
CP
719
Castleview Partners
Texas
– -$50.9K -1,000 Closed
FFA
720
Founders Financial Alliance
North Carolina
– -$22K -849 Closed
BFG
721
Baron Financial Group
New Jersey
– -$18.5K -728 Closed
RP
722
Rice Partnership
Hawaii
– -$17K -667 Closed
WFA
723
WestHill Financial Advisors
California
– -$15K -602 Closed
CCM
724
Chilton Capital Management
Texas
– -$14K -569 Closed
MTIC
725
Missouri Trust & Investment Company
Missouri
– -$13K -500 Closed
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