SCHE icon

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 %
NRI
101
NFP Retirement Inc
California
$5.1M -$669K -29,850 -12%
FAG
102
Financial Advisory Group
Texas
$5.07M +$150K +6,677 +3%
CC
103
Callan Capital
California
$5.06M +$2.38M +106,186 +89%
RIM
104
Rockbridge Investment Management
New York
$5.06M -$134K -5,998 -3%
PCIA
105
Prime Capital Investment Advisors
Kansas
$5.05M +$1.36M +60,684 +37%
JWA
106
JFS Wealth Advisors
Pennsylvania
$4.89M -$56K -2,498 -1%
LIM
107
Leavell Investment Management
Alabama
$4.87M -$158K -7,071 -3%
PS
108
Portfolio Solutions
Michigan
$4.84M -$108K -4,820 -2%
SC
109
Savant Capital
Illinois
$4.81M -$407K -18,161 -8%
GFP
110
Guardian Financial Partners
California
$4.8M -$2.19M -97,556 -31%
SFP
111
Strategic Financial Planning
Texas
$4.78M -$96.6K -4,313 -2%
AT
112
American Trust
Kentucky
$4.77M -$124K -5,550 -3%
BCMO
113
Buckingham Capital Management (Ohio)
Ohio
$4.73M -$48.2K -2,152 -1%
BA
114
Ballast Advisors
Minnesota
$4.64M +$93.7K +4,183 +2%
NGA
115
Naples Global Advisors
Florida
$4.62M +$122K +5,433 +3%
PA
116
Parallel Advisors
California
$4.61M -$226K -10,087 -5%
KBFS
117
Kohmann Bosshard Financial Services
Ohio
$4.57M -$284K -12,692 -6%
MAC
118
Mason & Associates (California)
California
$4.53M +$183K +8,150 +4%
CWA
119
Cornerstone Wealth Advisors
Minnesota
$4.44M +$159K +7,089 +4%
JWM
120
JFG Wealth Management
Colorado
$4.33M +$4.33M +193,517 New
CMP
121
Courage Miller Partners
Virginia
$4.26M -$20.4K -911 -0.5%
SFA
122
Seneca Financial Advisors
New York
$4.18M -$1.36M -60,586 -24%
ULWM
123
Upper Left Wealth Management
Florida
$4.13M +$369K +16,278 +10%
VNA
124
Valley National Advisers
Pennsylvania
$4.1M -$692K -30,865 -14%
MML Investors Services
125
MML Investors Services
Massachusetts
$4.07M -$495K -22,113 -11%
3 4
5
6 7