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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 %
AA
701
Addison Advisors
Vermont
$124 -$893 -36 -88%
DFC
702
DB Fitzpatrick & Co
Idaho
$25 +$25 +1 New
SL
703
Savior LLC
Massachusetts
$24 – – –
GWSA
704
Global Wealth Strategies & Associates
Colorado
$23 -$621 -27 -96%
Susquehanna International Group
705
Susquehanna International Group
Pennsylvania
– -$33.9M -1,383,131 Closed
EF
706
Empowered Funds
Pennsylvania
– -$5.01M -204,149 Closed
BlackRock
707
BlackRock
New York
– -$4.96M -202,369 Closed
GFP
708
Guardian Financial Partners
California
– -$4.76M -194,097 Closed
Renaissance Technologies
709
Renaissance Technologies
New York
– -$2.02M -82,400 Closed
LWM
710
Liberty Wealth Management
California
– -$2.05M -80,903 Closed
NYLIM
711
New York Life Investment Management
New York
– -$1.86M -75,702 Closed
BWM
712
BCS Wealth Management
Tennessee
– -$1.13M -46,110 Closed
TSS
713
Two Sigma Securities
New York
– -$990K -40,383 Closed
Brown Advisory
714
Brown Advisory
Maryland
– -$840K -34,240 Closed
SWG
715
Summit Wealth Group
Vermont
– -$1K -21,219 Closed
CCM
716
Coldstream Capital Management
Washington
– -$472K -19,243 Closed
BFO
717
Biltmore Family Office
North Carolina
– -$444K -18,113 Closed
FFA
718
First Foundation Advisors
California
– -$409K -16,685 Closed
AC
719
AWM Capital
Arizona
– -$341K -13,913 Closed
Qube Research & Technologies (QRT)
720
Qube Research & Technologies (QRT)
United Kingdom
– -$266K -10,861 Closed
SVWAG
721
Sound View Wealth Advisors Group
Georgia
– -$266K -10,850 Closed
RWP
722
Revolve Wealth Partners
New Jersey
– -$264K -10,752 Closed
CCM
723
Crew Capital Management
Ohio
– -$247K -10,090 Closed
WA
724
Wambolt & Associates
Colorado
– -$247K -10,024 Closed
KCPG
725
Kavar Capital Partners Group
Kansas
– -$203K -8,266 Closed
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