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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.

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 %
CWM
76
Cabot Wealth Management
Massachusetts
$8.73M +$80.5K +3,267 +0.9%
MML Investors Services
77
MML Investors Services
Massachusetts
$8.71M -$175K -7,117 -2%
VNA
78
Valley National Advisers
Pennsylvania
$8.59M +$395K +16,019 +5%
FEG
79
Fund Evaluation Group
Ohio
$8.56M +$8.56M +347,657 New
EWM
80
Empirical Wealth Management
Washington
$8.19M +$1.11M +44,939 +16%
NGA
81
Naples Global Advisors
Florida
$8.11M +$1.57M +63,934 +24%
AFG
82
Arkansas Financial Group
Arkansas
$8.05M -$62.2K -2,526 -0.8%
JCM
83
Jacobsen Capital Management
Utah
$7.98M -$122K -4,945 -2%
FWM
84
FFT Wealth Management
Pennsylvania
$7.68M -$82.3K -3,342 -1%
BAMG
85
Brand Asset Management Group
Missouri
$7.57M +$20.8K +844 +0.3%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$7.51M -$552K -22,431 -7%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$7.33M +$211K +8,567 +3%
RWA
88
Rainsberger Wealth Advisors
Colorado
$7.06M +$353K +14,343 +5%
CST
89
Charles Schwab Trust
Nevada
$7.05M +$462K +19,514 +7%
MWM
90
MorganRosel Wealth Management
Colorado
$7.03M +$260K +10,550 +4%
SWM
91
SigFig Wealth Management
California
$6.8M +$86K +3,538 +1%
SG
92
Strid Group
Pennsylvania
$6.8M -$798K -32,395 -11%
HFP
93
Holistic Financial Partners
Indiana
$6.78M -$135K -5,486 -2%
BSB
94
Bangor Savings Bank
Maine
$6.78M -$276K -11,220 -4%
AWC
95
Adamsbrown Wealth Consultants
Kansas
$6.75M +$1.26M +51,118 +23%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$6.66M +$769K +31,238 +13%
SFG
97
SNS Financial Group
Minnesota
$6.49M +$3.13K +127 +0%
SFA
98
Seneca Financial Advisors
New York
$6.47M +$141K +5,720 +2%
ACA
99
Ackerman Capital Advisors
Texas
$6.45M -$70.1K -2,845 -1%
HW
100
Hancock Whitney
Mississippi
$6.45M -$6.75K -274 -0.1%
2 3
4
5 6