SCHE icon

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
1
Bishop & Co Investment Management
Pennsylvania
$130M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.96B
3
TCM
3
Tradewinds Capital Management
Washington
$27.3M
4
DS
4
DRW Securities
Illinois
$26.4M
5
TC
5
Trilogy Capital
California
$12.3M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$2.53M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.64M
3
HC
3
Hamilton Capital
Ohio
$11.3M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$72.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
51
HBK Sorce Advisory
Pennsylvania
$15M +$371K +15,073 +3%
CCA
52
Clearwater Capital Advisors
Illinois
$14.2M +$99.2K +4,029 +0.7%
LSAG
53
Lake Street Advisors Group
New Hampshire
$14M +$769K +31,212 +6%
I
54
INVST
Indiana
$13.4M -$54.9K -2,230 -0.4%
Stifel Financial
55
Stifel Financial
Missouri
$12.5M -$1.24M -50,284 -9%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$12.3M -$640K -26,003 -5%
TC
57
Trilogy Capital
California
$12.3M +$12.3M +490,211 New
LPL Financial
58
LPL Financial
California
$12.2M +$228K +9,253 +2%
PCIA
59
Prime Capital Investment Advisors
Kansas
$11.9M +$5.21M +211,646 +77%
AWMG
60
Alliance Wealth Management Group
New Jersey
$11.9M +$28.3K +1,147 +0.2%
TCM
61
Towercrest Capital Management
Pennsylvania
$11.9M +$28.3K +1,147 +0.2%
HC
62
Hamilton Capital
Ohio
$11.3M -$57.6M -2,336,663 -84%
NSAM
63
North Star Asset Management
Wisconsin
$11.2M -$30.9K -1,254 -0.3%
AWM
64
Apollon Wealth Management
South Carolina
$10.7M +$3.07M +124,567 +40%
PAI
65
Pittenger & Anderson Inc
Nebraska
$10.3M +$144K +5,856 +1%
SWRP
66
Summit Wealth & Retirement Planning
California
$10.3M +$604K +24,503 +6%
PI
67
PFS Investments
Georgia
$9.98M -$627K -25,446 -6%
PFO
68
Pathstone Family Office
New Jersey
$9.98M +$863K +35,039 +9%
RTL
69
Red Tortoise LLC
Georgia
$9.92M +$527K +21,409 +6%
MAM
70
Marotta Asset Management
Virginia
$9.51M +$9.51M +386,206 New
WCWM
71
Wooster Corthell Wealth Management
Connecticut
$9.46M +$188K +7,630 +2%
RWM
72
RKL Wealth Management
Pennsylvania
$9.39M -$114K -4,624 -1%
VWA
73
Visionary Wealth Advisors
Illinois
$9.3M -$1.49M -60,321 -14%
AA
74
Apriem Advisors
California
$8.99M -$65K -2,640 -0.7%
GC
75
Garde Capital
Washington
$8.92M -$486K -19,742 -5%
1 2
3
4 5