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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

675 hedge funds and large institutions have $6.03B invested in Schwab Emerging Markets Equity ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 291 increasing their positions, 237 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-18
Holders Change %
-2.6%
% of All Funds
11.85%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.76%
New
39
Increased
291
Reduced
237
Closed
48
Calls
$369K
Puts
–
Net Calls
+$369K
Net Calls Change
+$545K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.96B
2
OMC
Old Mission Capital
Illinois
$39.8M
3
Creative Planning
Creative Planning
Kansas
$491M
4
FWM
FFT Wealth Management
Pennsylvania
$29.9M
5
MG
Mather Group
Illinois
$261M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$641M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$2.32M
3
SCM
SCS Capital Management
Massachusetts
$49.7M
4
Bank of America
Bank of America
North Carolina
$7.81M
5
JIR
James Investment Research
Ohio
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
176
Blankinship & Foster
California
$2.84M -$31.2K -1,023 -1%
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$2.83M -$1.31M -42,895 -32%
SAM
178
Smithbridge Asset Management
Pennsylvania
$2.8M +$1.18M +38,863 +73%
FI
179
FIDELIS iM
Oregon
$2.79M +$2.79M +91,493 New
RIM
180
Rakuten Investment Management
Japan
$2.76M +$348K +11,500 +14%
Betterment LLC
181
Betterment LLC
New York
$2.74M +$191K +6,253 +7%
RIM
182
Regent Investment Management
Kentucky
$2.67M +$98.6K +3,235 +4%
RBC
183
Roble Belko & Company
Pennsylvania
$2.6M -$40.5K -1,330 -2%
MWM
184
Mission Wealth Management
California
$2.54M -$57.1K -1,872 -2%
JCIA
185
Jackson Creek Investment Advisors
Colorado
$2.51M +$30.7K +1,008 +1%
NIC
186
Northwest Investment Counselors
Oregon
$2.48M +$89.7K +2,943 +4%
TA
187
TrueWealth Advisors
Alabama
$2.48M -$976K -32,031 -28%
RRC
188
Relaxing Retirement Coach
Massachusetts
$2.46M -$75.3K -2,470 -3%
FHB
189
First Hawaiian Bank
Hawaii
$2.46M – – –
RWM
190
Reston Wealth Management
Virginia
$2.42M +$123K +4,036 +5%
MFGP
191
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.41M +$79.7K +2,616 +3%
BWL
192
Bogart Wealth LLC
Virginia
$2.39M -$364K -11,939 -13%
WWM
193
WT Wealth Management
Arizona
$2.38M +$323K +10,611 +16%
FA
194
Fagan Associates
New York
$2.38M -$27.3K -896 -1%
OIA
195
OneDigital Investment Advisors
Kansas
$2.36M -$393K -12,900 -14%
PCWA
196
Pacific Capital Wealth Advisors
California
$2.34M -$1.9M -62,471 -45%
HI
197
Hudock Inc
Pennsylvania
$2.34M -$174K -5,699 -7%
B
198
Bailard
California
$2.34M -$164K -5,382 -7%
BOPW
199
Brandywine Oak Private Wealth
Pennsylvania
$2.32M -$27.5M -900,969 -92%
YIA
200
YHB Investment Advisors
Connecticut
$2.3M +$171K +5,622 +8%
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