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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

732 hedge funds and large institutions have $6.31B invested in Schwab Emerging Markets Equity ETF in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 329 increasing their positions, 203 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+57
Holders Change %
+8.44%
% of All Funds
11.31%
Holding in Top 10
43
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.66%
New
121
Increased
329
Reduced
203
Closed
51
Calls
$602K
Puts
–
Net Calls
+$602K
Net Calls Change
+$233K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.11B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$730M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$113M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$119M
5
Charles Schwab
5
Charles Schwab
California
$221M

Top Sellers

1
MG
1
Mather Group
Illinois
$174M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$377K
4
Jane Street
4
Jane Street
New York
$0
5
JWCA
5
J.W. Cole Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
76
SAM Advisors
California
$8.9M +$2.62M +88,529 +42%
SFA
77
Sequoia Financial Advisors
Ohio
$8.84M +$5.6M +189,069 +173%
GFP
78
Guardian Financial Partners
California
$8.51M +$8.51M +287,168 New
SWRP
79
Summit Wealth & Retirement Planning
California
$8.25M +$928K +31,348 +13%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$8.16M +$1.03M +34,902 +15%
SWM
81
SigFig Wealth Management
California
$8M +$759K +27,021 +10%
HW
82
Hancock Whitney
Mississippi
$7.9M +$211K +7,115 +3%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$7.88M +$693K +23,394 +10%
PIMG
84
Patriot Investment Management Group
Tennessee
$7.78M +$252K +8,516 +3%
SDWMA
85
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.66M +$4.32M +145,916 +130%
KCPG
86
Kavar Capital Partners Group
Kansas
$7.61M -$186K -6,271 -2%
SFA
87
Seneca Financial Advisors
New York
$7.59M +$750K +25,321 +11%
SFP
88
Strategic Financial Planning
Texas
$7.38M +$805K +27,163 +12%
HSA
89
HBK Sorce Advisory
Pennsylvania
$7.35M +$3.4M +114,783 +86%
EWM
90
Empirical Wealth Management
Washington
$7.11M -$227K -7,679 -3%
FCC
91
Flower City Capital
New York
$7.08M +$7.08M +239,068 New
PS
92
Portfolio Solutions
Michigan
$7.06M +$14.7K +497 +0.2%
NRI
93
NFP Retirement Inc
California
$7.04M +$501K +16,904 +8%
RWA
94
Rainsberger Wealth Advisors
Colorado
$7.04M +$7.04M +237,581 New
SWA
95
Sutton Wealth Advisors
Florida
$7.02M +$48.5K +1,638 +0.7%
GWM
96
Geneos Wealth Management
Colorado
$6.74M +$75.9K +2,562 +1%
NCMW
97
Northern Capital Management (Washington)
Washington
$6.69M +$63.4K +2,142 +1%
JWA
98
JFS Wealth Advisors
Pennsylvania
$6.65M +$75.8K +2,560 +1%
CAM
99
Cresset Asset Management
Illinois
$6.63M +$67.6K +2,282 +1%
EWA
100
EP Wealth Advisors
California
$6.61M -$66.8K -2,256 -1%
2 3
4
5 6