SCHE icon

Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

672 hedge funds and large institutions have $5.68B invested in Schwab Emerging Markets Equity ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 230 increasing their positions, 303 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-32
Holders Change %
-4.55%
% of All Funds
10.71%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
39
Increased
230
Reduced
303
Closed
57
Calls
$1.02M
Puts
$7K
Net Calls
+$1.01M
Net Calls Change
+$333K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.94B
2
Citadel Advisors
Citadel Advisors
Florida
$37.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$29.2M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$61.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.1M

Top Sellers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
$137K
2
TCM
Tradewinds Capital Management
Washington
$30.3K
3
KOC
Koss-Olinger Consulting
Florida
$231K
4
FTUS
Flow Traders U.S.
New York
$0
5
OMC
Old Mission Capital
Illinois
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$4.42M -$1.05M -43,723 -19%
GFP
127
Guardian Financial Partners
California
$4.37M +$4.37M +182,657 New
SLT
128
St Louis Trust
Missouri
$4.31M – – –
PA
129
Parallel Advisors
California
$4.1M -$11.1K -464 -0.3%
CI
130
CX Institutional
Indiana
$4.07M – – –
PWMG
131
Pioneer Wealth Management Group
Texas
$4.04M -$495K -20,659 -11%
RWP
132
RWA Wealth Partners
Massachusetts
$4.01M -$38.9K -1,626 -1%
LIA
133
LifePlan Investment Advisors
North Carolina
$3.99M +$120K +5,018 +3%
WA
134
WBH Advisory
Maryland
$3.92M +$218K +9,096 +6%
WAM
135
Wakefield Asset Management
Colorado
$3.92M -$209K -8,748 -5%
BC
136
Bartlett & Co
Ohio
$3.92M -$157K -6,549 -4%
BCWM
137
Bartlett & Co Wealth Management
Ohio
$3.92M -$157K -6,549 -4%
NHC
138
Nicholas Hoffman & Company
Georgia
$3.81M +$74.3K +3,104 +2%
TWM
139
Tradition Wealth Management
Minnesota
$3.79M +$11.3K +473 +0.3%
ZIM
140
Zacks Investment Management
Illinois
$3.76M +$279K +11,651 +8%
RJFSA
141
Raymond James Financial Services Advisors
Florida
$3.75M -$95.1K -3,971 -2%
SWA
142
Sightline Wealth Advisors
Connecticut
$3.72M -$156K -6,518 -4%
JPMPWA
143
J.P. Morgan Private Wealth Advisors
California
$3.43M +$961K +40,140 +39%
DWM
144
Destination Wealth Management
California
$3.33M -$535K -22,352 -14%
SFP
145
Strategic Financial Planning
Texas
$3.3M -$84.7K -3,539 -2%
WCA
146
Waypoint Capital Advisors
Minnesota
$3.29M -$144K -6,032 -4%
PP
147
PrairieView Partners
Minnesota
$3.28M -$219K -9,155 -6%
M
148
MYeCFO
California
$3.21M -$65.7K -2,746 -2%
OFA
149
Oak Family Advisors
Illinois
$3.2M -$930K -38,860 -23%
CIA
150
Cape Investment Advisory
Georgia
$3.12M -$92.3K -3,855 -3%
4 5
6
7 8