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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

693 hedge funds and large institutions have $6.38B invested in Schwab Emerging Markets Equity ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 346 increasing their positions, 195 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+27
Holders Change %
+4.05%
% of All Funds
12.1%
Holding in Top 10
49
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.95%
% of All Funds
0.86%
New
65
Increased
346
Reduced
195
Closed
32
Calls
$243K
Puts
$419K
Net Calls
-$176K
Net Calls Change
+$381K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.04B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$87.7M
3
MG
Mather Group
Illinois
$257M
4
SFWA
Summit Financial Wealth Advisors
Louisiana
$14.7M
5
HighTower Advisors
HighTower Advisors
Illinois
$154M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$815K
2
CIAS
CBIZ Investment Advisory Services
Ohio
$200K
3
TIM
Total Investment Management
Arizona
$0
4
Creative Planning
Creative Planning
Kansas
$496M
5
RIM
Redwood Investment Management
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
126
Tradition Wealth Management
Minnesota
$5.16M +$493K +14,980 +11%
GWM
127
GSB Wealth Management
Connecticut
$5.15M +$520K +15,822 +11%
JPMPWA
128
J.P. Morgan Private Wealth Advisors
California
$5.09M +$140K +4,269 +3%
BL
129
BCWM LLC
Kansas
$5.09M +$177K +5,381 +4%
BPA
130
Beacon Pointe Advisors
California
$5.05M +$686K +20,879 +16%
NGA
131
Naples Global Advisors
Florida
$5.03M +$526K +16,002 +12%
LPIC
132
LeJeune Puetz Investment Counsel
Michigan
$5.01M +$66.8K +2,031 +1%
GIA
133
GHP Investment Advisors
Colorado
$4.94M +$160K +4,855 +3%
BCM
134
Boltwood Capital Management
California
$4.94M +$143K +4,360 +3%
AIM
135
Anchor Investment Management
South Carolina
$4.93M +$428K +13,031 +10%
CFMC
136
Curbstone Financial Management Corp
New Hampshire
$4.86M +$130K +3,950 +3%
LF
137
Lee Financial
Texas
$4.82M -$36.5K -1,111 -0.8%
AI
138
Atria Investments
North Carolina
$4.74M +$778K +23,665 +20%
OFG
139
Omega Financial Group
California
$4.72M -$490K -14,904 -9%
MWM
140
MorganRosel Wealth Management
Colorado
$4.72M +$635K +19,300 +16%
SAF
141
Smith Anglin Financial
Texas
$4.66M -$231K -7,023 -5%
NFG
142
Nations Financial Group
Iowa
$4.65M +$3.62M +110,083 +353%
LSAG
143
Lake Street Advisors Group
New Hampshire
$4.64M +$25.8K +830 +0.6%
AWM
144
Avior Wealth Management
Nebraska
$4.64M +$86K +2,616 +2%
PCWA
145
Pacific Capital Wealth Advisors
California
$4.58M -$64K -1,948 -1%
Commonwealth Equity Services
146
Commonwealth Equity Services
Massachusetts
$4.46M +$341K +10,362 +8%
AIM
147
AMI Investment Management
Indiana
$4.45M +$269K +8,168 +6%
SL
148
Savior LLC
Massachusetts
$4.42M +$25.6K +779 +0.6%
Jones Financial Companies
149
Jones Financial Companies
Missouri
$4.4M -$357K -10,871 -8%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$4.29M -$28.2K -859 -0.7%
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