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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

693 hedge funds and large institutions have $6.38B invested in Schwab Emerging Markets Equity ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 346 increasing their positions, 195 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+27
Holders Change %
+4.05%
% of All Funds
12.1%
Holding in Top 10
49
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.95%
% of All Funds
0.86%
New
65
Increased
346
Reduced
195
Closed
32
Calls
$243K
Puts
$419K
Net Calls
-$176K
Net Calls Change
+$381K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.04B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$87.7M
3
MG
3
Mather Group
Illinois
$257M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$14.7M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$154M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$815K
2
CIAS
2
CBIZ Investment Advisory Services
Ohio
$200K
3
TIM
3
Total Investment Management
Arizona
$0
4
Creative Planning
4
Creative Planning
Kansas
$496M
5
RIM
5
Redwood Investment Management
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMG
51
Alliance Wealth Management Group
New Jersey
$13.9M +$303K +9,201 +2%
TCM
52
Towercrest Capital Management
Pennsylvania
$13.9M +$303K +9,201 +2%
LPL Financial
53
LPL Financial
California
$13.2M -$1.67M -50,900 -11%
MAM
54
Marotta Asset Management
Virginia
$12.8M -$252K -7,696 -2%
JIR
55
James Investment Research
Ohio
$12M +$338K +10,294 +3%
Citadel Advisors
56
Citadel Advisors
Florida
$11.9M +$11.9M +361,928 New
AWM
57
Adams Wealth Management
Utah
$11.7M +$841K +25,563 +8%
BSB
58
Bangor Savings Bank
Maine
$11M +$1.54M +46,925 +16%
WANY
59
Wealthspire Advisors (New York)
New York
$10.9M +$502K +15,276 +5%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$10.5M +$8.41M +255,930 +407%
AG
61
Appleton Group
Wisconsin
$10.3M +$9.71M +295,256 +1,650%
CST
62
Charles Schwab Trust
Nevada
$10.2M +$1.2M +36,465 +13%
RIM
63
Rockbridge Investment Management
New York
$10.1M +$258K +7,851 +3%
CWM
64
Cabot Wealth Management
Massachusetts
$9.9M +$183K +5,564 +2%
PAI
65
Pittenger & Anderson Inc
Nebraska
$9.84M +$267K +8,126 +3%
PA
66
Parallel Advisors
California
$9.78M +$1.34M +40,660 +16%
SFA
67
Sequoia Financial Advisors
Ohio
$9.68M +$2.11M +64,043 +28%
WCWM
68
Wooster Corthell Wealth Management
Connecticut
$9.49M +$343K +10,431 +4%
BAMG
69
Brand Asset Management Group
Missouri
$9.48M +$669K +20,341 +8%
CFO
70
CVA Family Office
Colorado
$9.22M +$4.86M +147,859 +112%
GC
71
Garde Capital
Washington
$9.2M +$67K +2,039 +0.7%
TWP
72
Treybourne Wealth Planners
Indiana
$9.13M +$902K +27,440 +11%
BlackRock
73
BlackRock
New York
$8.77M -$129K -3,927 -1%
OWM
74
Orgel Wealth Management
Wisconsin
$8.6M +$1.94M +59,059 +29%
CWA
75
Cornerstone Wealth Advisors
Minnesota
$8.51M +$17.1K +524 +0.2%
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