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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

675 hedge funds and large institutions have $5.2B invested in Schwab Emerging Markets Equity ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 239 increasing their positions, 289 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-41
Holders Change %
-5.73%
% of All Funds
11.67%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.54%
New
44
Increased
239
Reduced
289
Closed
77
Calls
$1.76M
Puts
$258K
Net Calls
+$1.5M
Net Calls Change
-$1.07M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$554M
2
OMC
2
Old Mission Capital
Illinois
$25M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$49M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$123M
5
OIA
5
OneDigital Investment Advisors
Kansas
$20M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.74B
2
TI
2
Tidal Investments
Wisconsin
$0
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$484M
4
HWM
4
HB Wealth Management
Georgia
$1.29M
5
MG
5
Mather Group
Illinois
$86.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$7.03M +$4.53M +202,097 +181%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$6.94M +$745K +33,269 +12%
EWM
78
Empirical Wealth Management
Washington
$6.85M +$325K +14,530 +5%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$6.8M -$132K -5,908 -2%
MWM
80
MorganRosel Wealth Management
Colorado
$6.77M +$1.59M +71,022 +31%
FWM
81
FFT Wealth Management
Pennsylvania
$6.74M -$9.07M -404,805 -57%
KCPG
82
Kavar Capital Partners Group
Kansas
$6.33M +$155K +6,904 +3%
RWA
83
Rainsberger Wealth Advisors
Colorado
$6.31M +$276K +12,324 +5%
BlackRock
84
BlackRock
New York
$6.29M -$282K -12,601 -4%
HSA
85
HBK Sorce Advisory
Pennsylvania
$6.12M +$150K +6,678 +3%
SFA
86
Sequoia Financial Advisors
Ohio
$5.98M -$369K -16,454 -6%
BAMG
87
Brand Asset Management Group
Missouri
$5.9M -$1.61M -71,732 -21%
SWA
88
Sutton Wealth Advisors
Florida
$5.7M +$92.9K +4,146 +2%
JPMPWA
89
J.P. Morgan Private Wealth Advisors
California
$5.66M +$108K +4,824 +2%
GWM
90
Geneos Wealth Management
Colorado
$5.55M -$37.4K -1,671 -0.7%
SLT
91
St Louis Trust
Missouri
$5.52M – – –
PIMG
92
Patriot Investment Management Group
Tennessee
$5.5M -$267K -11,910 -5%
HA
93
HC Advisors
Georgia
$5.49M +$511K +22,795 +10%
Bank of America
94
Bank of America
North Carolina
$5.48M -$1.96M -87,523 -26%
NCM
95
Nelson Capital Management
California
$5.38M -$184K -8,235 -3%
HW
96
Hancock Whitney
Mississippi
$5.34M -$1.25M -55,802 -19%
BCM
97
Boltwood Capital Management
California
$5.24M +$889K +39,670 +20%
Citadel Advisors
98
Citadel Advisors
Florida
$5.22M +$5.22M +232,990 New
JCM
99
Jacobsen Capital Management
Utah
$5.12M -$15.7K -702 -0.3%
SFG
100
SNS Financial Group
Minnesota
$5.1M -$3.18K -142 -0.1%
2 3
4
5 6