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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 %
HA
101
HC Advisors
Georgia
$6.06M -$1.05M -34,533 -15%
VNA
102
Valley National Advisers
Pennsylvania
$5.96M +$147K +4,815 +3%
IFS
103
Ifrah Financial Services
Arkansas
$5.93M +$73.9K +2,423 +1%
MML Investors Services
104
MML Investors Services
Massachusetts
$5.83M +$360K +11,804 +7%
SFG
105
SNS Financial Group
Minnesota
$5.76M +$233K +7,628 +4%
BCMO
106
Buckingham Capital Management (Ohio)
Ohio
$5.7M -$1.62K -53 -0%
CMP
107
Courage Miller Partners
Virginia
$5.68M +$389K +12,760 +7%
PP
108
PrairieView Partners
Minnesota
$5.65M -$51.5K -1,689 -0.9%
FCM
109
Firestone Capital Management
Florida
$5.63M – – –
SWA
110
Sightline Wealth Advisors
Connecticut
$5.62M -$76.9K -2,523 -1%
BA
111
Ballast Advisors
Minnesota
$5.59M +$272K +8,921 +5%
ASI
112
Advisory Services & Investments
Oregon
$5.57M +$270K +8,853 +5%
LIM
113
Leavell Investment Management
Alabama
$5.54M +$288K +9,450 +5%
GC
114
Grimes & Company
Massachusetts
$5.48M -$1.48M -48,557 -21%
AG
115
Appleton Group
Wisconsin
$5.46M -$4.09M -134,076 -43%
JPMPWA
116
J.P. Morgan Private Wealth Advisors
California
$5.43M +$707K +23,205 +15%
Ameriprise
117
Ameriprise
Minnesota
$5.36M +$169K +5,532 +3%
JBA
118
Johnson Bixby & Associates
Washington
$5.34M -$105K -3,455 -2%
Jones Financial Companies
119
Jones Financial Companies
Missouri
$5.27M +$1.19M +39,138 +29%
NGA
120
Naples Global Advisors
Florida
$5.22M +$554K +18,186 +12%
GAM
121
Gemmer Asset Management
California
$5.2M -$73.7K -2,419 -1%
BCM
122
Boltwood Capital Management
California
$5.17M +$600K +19,669 +13%
BSW
123
Buckingham Strategic Wealth
Missouri
$5.08M -$25.5K -838 -0.5%
GWM
124
GSB Wealth Management
Connecticut
$5.08M +$304K +9,982 +6%
RJFSA
125
Raymond James Financial Services Advisors
Florida
$5.02M -$1.75M -57,312 -26%
3 4
5
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