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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

675 hedge funds and large institutions have $6.03B invested in Schwab Emerging Markets Equity ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 291 increasing their positions, 237 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-18
Holders Change %
-2.6%
% of All Funds
11.85%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.76%
New
39
Increased
291
Reduced
237
Closed
48
Calls
$369K
Puts
–
Net Calls
+$369K
Net Calls Change
+$545K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.96B
2
OMC
Old Mission Capital
Illinois
$39.8M
3
Creative Planning
Creative Planning
Kansas
$491M
4
FWM
FFT Wealth Management
Pennsylvania
$29.9M
5
MG
Mather Group
Illinois
$261M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$641M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$2.32M
3
SCM
SCS Capital Management
Massachusetts
$49.7M
4
Bank of America
Bank of America
North Carolina
$7.81M
5
JIR
James Investment Research
Ohio
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
MorganRosel Wealth Management
Colorado
$4.94M +$566K +18,577 +13%
BPA
127
Beacon Pointe Advisors
California
$4.93M +$241K +7,903 +5%
BL
128
BCWM LLC
Kansas
$4.9M +$181K +5,938 +4%
TWM
129
Tradition Wealth Management
Minnesota
$4.86M +$74.4K +2,440 +2%
Geode Capital Management
130
Geode Capital Management
Massachusetts
$4.79M -$5.17M – –
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$4.69M -$831K -27,255 -15%
LPIC
132
LeJeune Puetz Investment Counsel
Michigan
$4.66M +$15.2K +500 +0.3%
AI
133
Atria Investments
North Carolina
$4.66M +$257K +8,447 +6%
LSAG
134
Lake Street Advisors Group
New Hampshire
$4.56M +$11.9K +392 +0.3%
CFMC
135
Curbstone Financial Management Corp
New Hampshire
$4.51M – – –
LF
136
Lee Financial
Texas
$4.47M -$61 -2 -0%
AFG
137
Arkansas Financial Group
Arkansas
$4.41M +$662K +21,722 +18%
AWM
138
Avior Wealth Management
Nebraska
$4.33M +$24.3K +796 +0.6%
NFG
139
Nations Financial Group
Iowa
$4.33M +$20.2K +664 +0.5%
AIM
140
Anchor Investment Management
South Carolina
$4.29M -$285K -9,354 -6%
AIM
141
AMI Investment Management
Indiana
$4.28M +$157K +5,160 +4%
MCIA
142
Mountain Capital Investment Advisors
Colorado
$4.16M -$2.92M -94,123 -41%
GIA
143
GHP Investment Advisors
Colorado
$4.07M -$504K -16,536 -11%
HSA
144
HBK Sorce Advisory
Pennsylvania
$4.06M +$518K +16,996 +15%
PPW
145
Pasadena Private Wealth
California
$4.04M +$220K +7,234 +6%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$4M +$22.3K +733 +0.6%
YAL
147
Your Advocates Ltd
Texas
$3.96M -$2.01M -66,082 -34%
OFG
148
Omega Financial Group
California
$3.96M -$420K -13,793 -10%
WAM
149
Wakefield Asset Management
Colorado
$3.95M +$428K +14,042 +12%
DP
150
Denver PWM
Colorado
$3.84M +$138K +4,541 +4%
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