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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
Creative Planning
Kansas
+$36.6M
2
OMC
Old Mission Capital
Illinois
+$25M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$24.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23M
5
OIA
OneDigital Investment Advisors
Kansas
+$18.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$76.5M
2
TI
Tidal Investments
Wisconsin
-$55M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$48.5M
4
HWM
HB Wealth Management
Georgia
-$13.3M
5
MG
Mather Group
Illinois
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
126
Tradition Wealth Management
Minnesota
$3.96M -$146K -6,499 -4%
JGCM
127
Joseph Group Capital Management
Ohio
$3.91M +$164K +7,316 +4%
AWM
128
Avior Wealth Management
Nebraska
$3.81M +$82.4K +3,678 +2%
PP
129
PrairieView Partners
Minnesota
$3.73M -$381K -16,993 -9%
MSFS
130
Main Street Financial Solutions
Pennsylvania
$3.71M +$758K +33,847 +26%
AIM
131
AMI Investment Management
Indiana
$3.71M +$143K +6,398 +4%
NFG
132
Nations Financial Group
Iowa
$3.71M +$119K +5,314 +3%
NCMW
133
Northern Capital Management (Washington)
Washington
$3.71M -$3.88K -173 -0.1%
WTA
134
Washington Trust Advisors
Massachusetts
$3.68M +$3.68M +164,300 New
SWA
135
Sightline Wealth Advisors
Connecticut
$3.68M -$52.4K -2,309 -1%
BSW
136
Buckingham Strategic Wealth
Missouri
$3.67M -$69.5K -3,104 -2%
WAM
137
Wakefield Asset Management
Colorado
$3.64M +$122K +5,464 +3%
GAM
138
Gemmer Asset Management
California
$3.53M -$1.1M -49,251 -24%
WA
139
WBH Advisory
Maryland
$3.48M +$37.4K +1,670 +1%
LPIC
140
LeJeune Puetz Investment Counsel
Michigan
$3.44M -$39.2K -1,750 -1%
WCA
141
Waypoint Capital Advisors
Minnesota
$3.42M +$7.78K +347 +0.2%
BL
142
BCWM LLC
Kansas
$3.37M +$109K +4,880 +3%
RJFSA
143
Raymond James Financial Services Advisors
Florida
$3.36M +$17.7K +792 +0.5%
OPWM
144
Oakwell Private Wealth Management
Texas
$3.14M +$2.15M +95,776 +215%
KCM
145
Kathmere Capital Management
Pennsylvania
$3.04M +$1.36M +60,548 +81%
BCIM
146
Bishop & Co Investment Management
Pennsylvania
$3.01M +$354K +15,803 +13%
BOPW
147
Brandywine Oak Private Wealth
Pennsylvania
$2.96M +$538K +24,017 +22%
DP
148
Denver PWM
Colorado
$2.95M -$93.3K -4,107 -3%
CST
149
Charles Schwab Trust
Nevada
$2.92M +$2.6M +115,898 +809%
OFG
150
Omega Financial Group
California
$2.88M -$115K -5,133 -4%
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