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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.

New
Increased
Maintained
Reduced
Closed
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
Bishop & Co Investment Management
Pennsylvania
$130M
2
CSIA
Charles Schwab Investment Advisory
California
$1.96B
3
TCM
Tradewinds Capital Management
Washington
$27.3M
4
DS
DRW Securities
Illinois
$26.4M
5
TC
Trilogy Capital
California
$12.3M

Top Sellers

1
EWA
EP Wealth Advisors
California
$2.53M
2
Citadel Advisors
Citadel Advisors
Florida
$1.64M
3
HC
Hamilton Capital
Ohio
$11.3M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$72.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAC
126
Mason & Associates (California)
California
$4.84M -$27K -1,097 -0.6%
AWM
127
Avior Wealth Management
Nebraska
$4.81M +$135K +5,487 +3%
MSFS
128
Main Street Financial Solutions
Pennsylvania
$4.79M +$260K +10,541 +6%
WPC
129
Wedmont Private Capital
Pennsylvania
$4.67M +$421K +16,570 +10%
PWMG
130
Pioneer Wealth Management Group
Texas
$4.67M +$97.3K +3,950 +2%
SWA
131
Sutton Wealth Advisors
Florida
$4.58M +$708K +28,745 +18%
ULWM
132
Upper Left Wealth Management
Florida
$4.55M +$186K +7,557 +4%
NFG
133
Nations Financial Group
Iowa
$4.51M +$316K +12,829 +8%
AI
134
Atria Investments
North Carolina
$4.49M -$4.01M -162,942 -47%
SLT
135
St Louis Trust
Missouri
$4.44M – – –
LIM
136
Leavell Investment Management
Alabama
$4.35M -$497K -20,164 -10%
FIM
137
Freedom Investment Management
Connecticut
$4.28M +$3.67M +148,982 +606%
OFA
138
Oak Family Advisors
Illinois
$4.25M -$2.01M -81,656 -32%
WAM
139
Wakefield Asset Management
Colorado
$4.25M +$71.4K +2,899 +2%
PA
140
Parallel Advisors
California
$4.23M +$16.8K +681 +0.4%
BC
141
Bartlett & Co
Ohio
$4.19M +$1.78M +72,386 +74%
BCWM
142
Bartlett & Co Wealth Management
Ohio
$4.19M +$1.78M +72,386 +74%
CI
143
CX Institutional
Indiana
$4.19M +$1.77K +72 +0%
RWP
144
RWA Wealth Partners
Massachusetts
$4.17M +$4.17M +169,126 New
Bank of America
145
Bank of America
North Carolina
$4.14M -$37K -1,504 -0.9%
BPA
146
Beacon Pointe Advisors
California
$4.1M +$273K +11,071 +7%
AIM
147
AMI Investment Management
Indiana
$4.1M -$114K -4,618 -3%
LIA
148
LifePlan Investment Advisors
North Carolina
$3.99M +$3.99M +161,808 New
DWM
149
Destination Wealth Management
California
$3.98M -$186K -7,553 -4%
SWA
150
Sightline Wealth Advisors
Connecticut
$3.97M +$60.9K +2,482 +2%
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