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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

666 hedge funds and large institutions have $5.95B invested in Schwab Emerging Markets Equity ETF in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 286 increasing their positions, 232 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+30
Holders Change %
+4.72%
% of All Funds
11.73%
Holding in Top 10
43
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.44%
% of All Funds
0.76%
New
73
Increased
286
Reduced
232
Closed
38
Calls
$508K
Puts
$1.07M
Net Calls
-$557K
Net Calls Change
+$415K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.84B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$51.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$62M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$78.7M
5
MG
5
Mather Group
Illinois
$212M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$731M
2
Charles Schwab
2
Charles Schwab
California
$212M
3
TCM
3
Tradewinds Capital Management
Washington
$121K
4
AG
4
Appleton Group
Wisconsin
$569K
5
GSIS
5
Global Strategic Investment Solutions
Arizona
$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPIC
126
LeJeune Puetz Investment Counsel
Michigan
$4.78M +$6.52K +205 +0.1%
BL
127
BCWM LLC
Kansas
$4.75M +$82.4K +2,592 +2%
CWM
128
Curi Wealth Management
North Carolina
$4.74M +$504K +15,871 +12%
SAF
129
Smith Anglin Financial
Texas
$4.73M +$3.96M +124,680 +519%
LSAG
130
Lake Street Advisors Group
New Hampshire
$4.72M +$319K +10,041 +7%
LF
131
Lee Financial
Texas
$4.69M -$1.53K -48 -0%
BCM
132
Boltwood Capital Management
California
$4.63M +$236K +7,417 +5%
GIA
133
GHP Investment Advisors
Colorado
$4.62M -$28K -880 -0.6%
Jones Financial Companies
134
Jones Financial Companies
Missouri
$4.6M -$92.4K -2,908 -2%
CFMC
135
Curbstone Financial Management Corp
New Hampshire
$4.57M +$941K +29,600 +26%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$4.51M +$297K +9,342 +7%
TWM
137
Tradition Wealth Management
Minnesota
$4.51M +$329K +10,359 +8%
PCWA
138
Pacific Capital Wealth Advisors
California
$4.49M +$229K +7,190 +5%
GWM
139
GSB Wealth Management
Connecticut
$4.47M +$4.47M +140,751 New
AWM
140
Avior Wealth Management
Nebraska
$4.4M -$23.3K -733 -0.5%
AIM
141
Anchor Investment Management
South Carolina
$4.35M +$570K +17,944 +15%
NGA
142
Naples Global Advisors
Florida
$4.35M +$391K +12,296 +10%
SL
143
Savior LLC
Massachusetts
$4.25M +$7.06K +222 +0.2%
BPA
144
Beacon Pointe Advisors
California
$4.22M +$902K +28,412 +27%
CFO
145
CVA Family Office
Colorado
$4.21M +$1.62M +50,877 +62%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$4.17M -$220K -6,922 -5%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$4.08M -$3.76M – –
AIM
148
AMI Investment Management
Indiana
$4.04M +$169K +5,314 +4%
SC
149
Savant Capital
Illinois
$4.01M -$41.9K -1,319 -1%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$3.98M +$441K +13,881 +12%
4 5
6
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