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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 %
RBC
176
Roble Belko & Company
Pennsylvania
$2.89M -$1.59K -50 -0.1%
MWM
177
Mission Wealth Management
California
$2.86M -$331K -10,405 -10%
WA
178
WBH Advisory
Maryland
$2.86M +$140K +4,399 +5%
Betterment LLC
179
Betterment LLC
New York
$2.75M -$290K -9,139 -10%
UFA
180
US Financial Advisors
Massachusetts
$2.73M +$218K +6,857 +9%
OIA
181
OneDigital Investment Advisors
Kansas
$2.71M +$427K +13,452 +19%
HA
182
Harborview Advisors
Maine
$2.7M -$523K -16,442 -16%
MA
183
Mutual Advisors
Nebraska
$2.7M +$1.7M +53,421 +169%
RRC
184
Relaxing Retirement Coach
Massachusetts
$2.7M -$483K -15,193 -15%
FFN
185
Focus Financial Network
Minnesota
$2.63M +$31.7K +996 +1%
MSFS
186
Main Street Financial Solutions
Pennsylvania
$2.63M +$719K +22,625 +38%
MFGP
187
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.62M +$122K +3,841 +5%
B
188
Bailard
California
$2.6M -$191K -6,016 -7%
HI
189
Hudock Inc
Pennsylvania
$2.59M -$302K -9,496 -10%
RIM
190
Regent Investment Management
Kentucky
$2.58M +$108K +3,405 +4%
JCIA
191
Jackson Creek Investment Advisors
Colorado
$2.56M -$172K -5,425 -6%
HB
192
Homrich & Berg
Georgia
$2.55M +$110K +3,468 +5%
RPG
193
Resource Planning Group
Georgia
$2.5M -$68.9K -2,167 -3%
CMO
194
Covenant Multifamily Offices
Texas
$2.44M -$143K -4,508 -6%
CCA
195
Cobblestone Capital Advisors
New York
$2.43M -$1.22M -38,289 -33%
FA
196
Fagan Associates
New York
$2.42M +$244K +7,677 +11%
NIC
197
Northwest Investment Counselors
Oregon
$2.3M +$146K +4,585 +7%
GFPC
198
Global Financial Private Client
Florida
$2.3M -$72.3K -2,256 -3%
EK
199
Evensky & Katz
Florida
$2.3M -$131K -4,124 -5%
Janney Montgomery Scott
200
Janney Montgomery Scott
Pennsylvania
$2.28M +$149K +4,683 +7%
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