SCHE icon

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 %
Jones Financial Companies
101
Jones Financial Companies
Missouri
$6.6M +$1.48M +49,817 +29%
CWA
102
Cornerstone Wealth Advisors
Minnesota
$6.44M -$190K -6,414 -3%
BWM
103
Boyd Wealth Management
California
$6.44M +$6.44M +217,294 New
PA
104
Parallel Advisors
California
$6.25M -$3.47M -117,224 -36%
FMP
105
Financial Management Professionals
Texas
$6.16M +$6.16M +207,959 +147,489%
CWM
106
Curi Wealth Management
North Carolina
$6.04M +$15.4K +520 +0.3%
MML Investors Services
107
MML Investors Services
Massachusetts
$6M +$332K +11,215 +6%
BCA
108
Biltmore Capital Advisors
New Jersey
$5.91M -$616K -20,794 -9%
IFS
109
Ifrah Financial Services
Arkansas
$5.89M +$125K +4,219 +2%
HA
110
HC Advisors
Georgia
$5.8M -$94.8K -3,199 -2%
BA
111
Ballast Advisors
Minnesota
$5.72M +$294K +9,943 +5%
BCM
112
Boltwood Capital Management
California
$5.58M +$554K +18,715 +11%
BCMO
113
Buckingham Capital Management (Ohio)
Ohio
$5.58M +$42.8K +1,446 +0.8%
CMP
114
Courage Miller Partners
Virginia
$5.57M +$51.9K +1,753 +0.9%
AFG
115
Arkansas Financial Group
Arkansas
$5.51M +$1.22M +41,270 +29%
NCM
116
Northwest Capital Management
Oregon
$5.5M -$955K -32,005 -15%
SFG
117
SNS Financial Group
Minnesota
$5.5M -$99K -3,344 -2%
TWM
118
Tradition Wealth Management
Minnesota
$5.46M +$745K +25,167 +16%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$5.46M +$1.58M +53,158 +41%
LIM
120
Leavell Investment Management
Alabama
$5.44M +$53.8K +1,814 +1%
ASI
121
Advisory Services & Investments
Oregon
$5.4M -$17.8K -602 -0.3%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$5.36M +$801K +27,048 +18%
GWM
123
GSB Wealth Management
Connecticut
$5.32M +$387K +13,057 +8%
MWM
124
MorganRosel Wealth Management
Colorado
$5.27M +$462K +15,589 +10%
VNA
125
Valley National Advisers
Pennsylvania
$5.24M -$549K -18,546 -9%
3 4
5
6 7