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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
$554M
2
OMC
Old Mission Capital
Illinois
$25M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$49M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$123M
5
OIA
OneDigital Investment Advisors
Kansas
$20M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$1.74B
2
TI
Tidal Investments
Wisconsin
$0
3
Financial Engines Advisors
Financial Engines Advisors
California
$484M
4
HWM
HB Wealth Management
Georgia
$1.29M
5
MG
Mather Group
Illinois
$86.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
151
Beacon Pointe Advisors
California
$2.84M -$350K -15,653 -11%
GVAG
152
Great Valley Advisor Group
Delaware
$2.81M -$384K -17,131 -12%
TYCC
153
Texas Yale Capital Corp
Florida
$2.79M +$181K +8,090 +7%
AIM
154
Anchor Investment Management
South Carolina
$2.78M -$245K -10,954 -8%
HCM
155
Hengehold Capital Management
Ohio
$2.76M -$981K -43,810 -26%
JBA
156
Johnson Bixby & Associates
Washington
$2.73M -$412K -18,412 -13%
OFP
157
OLIO Financial Planning
Virginia
$2.72M +$14K +627 +0.5%
AWS
158
AJ Wealth Strategies
New York
$2.7M -$11.3K -504 -0.4%
BAM
159
Berkshire Asset Management
Pennsylvania
$2.68M -$220K -9,816 -8%
CW
160
CreativeOne Wealth
Kansas
$2.62M +$33.5K +1,497 +1%
Ameriprise
161
Ameriprise
Minnesota
$2.58M +$105K +4,703 +4%
MAM
162
Marquette Asset Management
Minnesota
$2.57M -$188K -8,408 -7%
Commonwealth Equity Services
163
Commonwealth Equity Services
Massachusetts
$2.57M -$85.9K -3,838 -3%
NCM
164
Northwest Capital Management
Oregon
$2.54M -$1.16M -51,685 -31%
BWM
165
Boyd Wealth Management
California
$2.49M -$148K -6,603 -6%
GWM
166
GSB Wealth Management
Connecticut
$2.48M +$59.8K +2,669 +2%
Betterment LLC
167
Betterment LLC
New York
$2.48M – – –
CFMC
168
Curbstone Financial Management Corp
New Hampshire
$2.42M -$56K -2,500 -2%
AMG
169
Asset Management Group
Connecticut
$2.39M -$9.27K -414 -0.4%
RWM
170
Reston Wealth Management
Virginia
$2.38M +$452K +20,173 +23%
MA
171
Mutual Advisors
Nebraska
$2.3M -$129K -5,781 -5%
RC
172
Roundview Capital
New Jersey
$2.21M +$3.58K +160 +0.2%
B
173
Bensler
Washington
$2.19M -$63.4K -2,831 -3%
SAM
174
Smithbridge Asset Management
Pennsylvania
$2.17M +$142K +6,332 +7%
CFO
175
CVA Family Office
Colorado
$2.16M -$280K -12,511 -11%
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7
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