SCHE icon

Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

666 hedge funds and large institutions have $5.95B invested in Schwab Emerging Markets Equity ETF in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 286 increasing their positions, 232 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+30
Holders Change %
+4.72%
% of All Funds
11.73%
Holding in Top 10
43
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.44%
% of All Funds
0.76%
New
73
Increased
286
Reduced
232
Closed
38
Calls
$508K
Puts
$1.07M
Net Calls
-$557K
Net Calls Change
+$415K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.84B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$51.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$62M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$78.7M
5
MG
5
Mather Group
Illinois
$212M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$731M
2
Charles Schwab
2
Charles Schwab
California
$212M
3
TCM
3
Tradewinds Capital Management
Washington
$121K
4
AG
4
Appleton Group
Wisconsin
$569K
5
GSIS
5
Global Strategic Investment Solutions
Arizona
$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
151
MorganRosel Wealth Management
Colorado
$3.95M +$669K +21,042 +20%
MAM
152
Marquette Asset Management
Minnesota
$3.89M -$129K -4,053 -3%
RC
153
Roundview Capital
New Jersey
$3.86M +$68.7K +2,163 +2%
AI
154
Atria Investments
North Carolina
$3.83M -$1.18M -37,168 -24%
ML
155
McAdam LLC
Pennsylvania
$3.74M +$1.71M +53,691 +84%
PPW
156
Pasadena Private Wealth
California
$3.73M +$60.9K +1,916 +2%
AMG
157
Asset Management Group
Connecticut
$3.67M – – –
HSA
158
HBK Sorce Advisory
Pennsylvania
$3.66M +$65.7K +2,068 +2%
WAM
159
Wakefield Asset Management
Colorado
$3.58M -$69.2K -2,178 -2%
RJA
160
Raymond James & Associates
Florida
$3.5M -$250K -7,852 -7%
AFG
161
Arkansas Financial Group
Arkansas
$3.49M +$142K +4,480 +4%
FSWA
162
Financial Synergies Wealth Advisors
Texas
$3.44M +$252K +7,934 +8%
BC
163
Barnett & Company
Tennessee
$3.37M +$272K +8,549 +9%
EW
164
Element Wealth
Mississippi
$3.22M +$2.02M +63,711 +169%
Royal Bank of Canada
165
Royal Bank of Canada
Ontario, Canada
$3.2M +$250K +7,875 +8%
ATWA
166
Arbor Trust Wealth Advisors
Michigan
$3.17M +$548K +17,187 +21%
BF
167
Blankinship & Foster
California
$3.16M -$47.6K -1,498 -1%
TYCC
168
Texas Yale Capital Corp
Florida
$3.16M +$48.6K +1,530 +2%
TA
169
TrueWealth Advisors
Alabama
$3.12M +$815K +25,590 +35%
HI
170
Harbour Investments
Wisconsin
$3.09M +$3.09M +97,170 New
AWM
171
AllSquare Wealth Management
New York
$3.03M -$6.23K -196 -0.2%
DP
172
Denver PWM
Colorado
$3M -$108K -4,048 -3%
BP
173
BCK Partners
New York
$2.95M +$184K +5,741 +7%
AWM
174
Apollon Wealth Management
South Carolina
$2.94M +$887K +27,897 +43%
CW
175
CreativeOne Wealth
Kansas
$2.9M +$439K +13,804 +18%
5 6
7
8 9