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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

675 hedge funds and large institutions have $6.03B invested in Schwab Emerging Markets Equity ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 291 increasing their positions, 237 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-18
Holders Change %
-2.6%
% of All Funds
11.85%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.76%
New
39
Increased
291
Reduced
237
Closed
48
Calls
$369K
Puts
–
Net Calls
+$369K
Net Calls Change
+$545K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.96B
2
OMC
2
Old Mission Capital
Illinois
$39.8M
3
Creative Planning
3
Creative Planning
Kansas
$491M
4
FWM
4
FFT Wealth Management
Pennsylvania
$29.9M
5
MG
5
Mather Group
Illinois
$261M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$641M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$2.32M
3
SCM
3
SCS Capital Management
Massachusetts
$49.7M
4
Bank of America
4
Bank of America
North Carolina
$7.81M
5
JIR
5
James Investment Research
Ohio
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMG
51
Alliance Wealth Management Group
New Jersey
$13.4M +$460K +15,104 +4%
TCM
52
Towercrest Capital Management
Pennsylvania
$13.4M +$460K +15,104 +4%
5L
53
55I LLC
Massachusetts
$13.3M +$256K +8,412 +2%
PCIA
54
Prime Capital Investment Advisors
Kansas
$12.3M -$7.57M -248,350 -38%
MAM
55
Marotta Asset Management
Virginia
$11.9M -$40.6K -1,332 -0.3%
BSB
56
Bangor Savings Bank
Maine
$11.2M +$1.01M +32,990 +10%
VWA
57
Visionary Wealth Advisors
Illinois
$11.2M -$3.12M -102,320 -22%
OWM
58
Orgel Wealth Management
Wisconsin
$10.8M +$2.81M +92,043 +35%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$10.7M +$973K +31,923 +10%
WANY
60
Wealthspire Advisors (New York)
New York
$10.3M +$143K +4,693 +1%
SC
61
Savant Capital
Illinois
$10.2M +$6.35M +208,440 +167%
PA
62
Parallel Advisors
California
$10M +$941K +30,877 +10%
CST
63
Charles Schwab Trust
Nevada
$9.81M +$379K +12,436 +4%
JWCA
64
J.W. Cole Advisors
Florida
$9.71M +$9.71M +140,426 New
PAI
65
Pittenger & Anderson Inc
Nebraska
$9.59M +$463K +15,181 +5%
CWM
66
Cabot Wealth Management
Massachusetts
$9.49M +$312K +10,223 +3%
RIM
67
Rockbridge Investment Management
New York
$9.35M +$27.2K +891 +0.3%
BlackRock
68
BlackRock
New York
$9.18M +$1.05M +34,365 +13%
WCWM
69
Wooster Corthell Wealth Management
Connecticut
$9.04M +$242K +7,931 +3%
ML
70
McAdam LLC
Pennsylvania
$8.81M +$1.46M +48,005 +20%
BAMG
71
Brand Asset Management Group
Missouri
$8.71M -$70.2K -2,302 -0.8%
GC
72
Garde Capital
Washington
$8.59M +$62.1K +2,038 +0.7%
Wells Fargo
73
Wells Fargo
California
$8.54M -$4.5M -147,485 -34%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$8.03M +$766K +25,141 +11%
KCPG
75
Kavar Capital Partners Group
Kansas
$8.02M +$198K +6,497 +3%
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