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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 %
RIM
101
Rockbridge Investment Management
New York
$5.92M -$168K -6,805 -3%
SFA
102
Sequoia Financial Advisors
Ohio
$5.9M -$32.8K -1,333 -0.6%
HA
103
HC Advisors
Georgia
$5.9M -$123K -4,980 -2%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$5.9M -$607K -24,645 -9%
LA
105
LVW Advisors
New York
$5.8M -$444K -18,011 -7%
PAG
106
Private Advisor Group
New Jersey
$5.76M +$107K +4,109 +2%
BSW
107
Buckingham Strategic Wealth
Missouri
$5.73M +$1.64M +66,513 +40%
PIMG
108
Patriot Investment Management Group
Tennessee
$5.71M -$120K -4,860 -2%
BA
109
Ballast Advisors
Minnesota
$5.7M +$260K +10,547 +5%
CWA
110
Consilium Wealth Advisory
Texas
$5.65M +$605K +24,569 +12%
GWM
111
Geneos Wealth Management
Colorado
$5.65M -$924K -37,500 -14%
AT
112
American Trust
Kentucky
$5.64M +$2.36K +96 +0%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$5.63M +$3.91M +158,552 +227%
KBFS
114
Kohmann Bosshard Financial Services
Ohio
$5.47M -$629K -25,521 -10%
OFP
115
OLIO Financial Planning
Virginia
$5.44M +$728K +29,556 +15%
BCM
116
Boltwood Capital Management
California
$5.37M -$154K -6,272 -3%
BWM
117
Boyd Wealth Management
California
$5.3M -$2.4M -97,607 -31%
GAM
118
Gemmer Asset Management
California
$5.3M +$908K +36,857 +21%
CC
119
Callan Capital
California
$5.28M +$74 +3 +0%
JWA
120
JFS Wealth Advisors
Pennsylvania
$5.24M +$303K +12,321 +6%
BCMO
121
Buckingham Capital Management (Ohio)
Ohio
$5.21M -$26K -1,054 -0.5%
Ameriprise
122
Ameriprise
Minnesota
$5.02M +$563K +22,858 +13%
CWA
123
Cornerstone Wealth Advisors
Minnesota
$5.01M -$115K -4,684 -2%
CMP
124
Courage Miller Partners
Virginia
$4.88M -$40K -1,624 -0.8%
UCFA
125
United Capital Financial Advisors
Texas
$4.85M -$736K -29,865 -13%
3 4
5
6 7