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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 %
RJFSA
151
Raymond James Financial Services Advisors
Florida
$3.95M +$217K +8,818 +6%
SC
152
Savant Capital
Illinois
$3.92M -$357K -14,494 -8%
TWM
153
Tradition Wealth Management
Minnesota
$3.89M -$95.5K -3,877 -2%
NHC
154
Nicholas Hoffman & Company
Georgia
$3.85M -$13.6K -554 -0.4%
WA
155
WBH Advisory
Maryland
$3.81M -$25.3K -1,027 -0.7%
PP
156
PrairieView Partners
Minnesota
$3.6M -$140K -5,670 -4%
ZIM
157
Zacks Investment Management
Illinois
$3.59M +$1.91M +77,674 +114%
NCM
158
Nelson Capital Management
California
$3.54M -$83.6K -3,396 -2%
WCA
159
Waypoint Capital Advisors
Minnesota
$3.53M -$85.8K -3,482 -2%
SFP
160
Strategic Financial Planning
Texas
$3.49M -$28K -1,138 -0.8%
MAM
161
Marquette Asset Management
Minnesota
$3.4M -$1.48K -60 -0%
NCMW
162
Northern Capital Management (Washington)
Washington
$3.38M +$25.1K +1,018 +0.7%
M
163
MYeCFO
California
$3.37M +$587K +23,829 +21%
DP
164
Denver PWM
Colorado
$3.32M +$55K +2,227 +2%
CIA
165
Cape Investment Advisory
Georgia
$3.31M -$11.1K -450 -0.3%
JGCM
166
Joseph Group Capital Management
Ohio
$3.31M +$118K +4,807 +4%
RGF
167
Retirement Guys Formula
Ohio
$3.27M +$175K +7,100 +6%
BPWM
168
Badgley Phelps Wealth Managers
Washington
$3.25M -$447K -18,168 -12%
WA
169
Waterford Advisors
New York
$3.22M +$813 +33 +0%
TYCC
170
Texas Yale Capital Corp
Florida
$3.21M -$370K -15,004 -10%
SDWMA
171
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.03M -$347K -14,107 -10%
FCM
172
Fortis Capital Management
Washington
$3.03M -$462K -18,771 -13%
BAM
173
Berkshire Asset Management
Pennsylvania
$3.01M +$133K +5,400 +5%
EWA
174
Etesian Wealth Advisors
Oregon
$3M +$3.28K +133 +0.1%
FWP
175
FAS Wealth Partners
Kansas
$2.99M -$239K -9,716 -7%
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