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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
+$36.6M
2
OMC
Old Mission Capital
Illinois
+$25M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$24.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23M
5
OIA
OneDigital Investment Advisors
Kansas
+$18.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$76.5M
2
TI
Tidal Investments
Wisconsin
-$55M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$48.5M
4
HWM
HB Wealth Management
Georgia
-$13.3M
5
MG
Mather Group
Illinois
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
5L
176
55I LLC
Massachusetts
$2.15M -$6.42M -286,466 -75%
MCM
177
MAI Capital Management
Ohio
$2.08M -$753K -33,617 -27%
BP
178
BCK Partners
New York
$2.08M -$359K -16,020 -15%
TIM
179
Tortoise Investment Management
New York
$2.07M +$246K +10,967 +13%
QCG
180
Quadrant Capital Group
Ohio
$2.07M +$287K +12,802 +16%
AWM
181
AllSquare Wealth Management
New York
$2.04M +$44.4K +1,981 +2%
JJBC
182
James J. Burns & Company
New York
$2.03M +$2.03M +90,594 New
WP
183
WealthShield Partners
North Carolina
$2.02M +$71.8K +3,204 +4%
OFG
184
Orcam Financial Group
California
$2.02M -$44.8K -2,000 -2%
NYLIM
185
New York Life Investment Management
New York
$2.01M -$302K -13,494 -13%
FCM
186
Fortis Capital Management
Washington
$1.99M +$368K +16,438 +23%
LF
187
Lee Financial
Texas
$1.98M -$214K -9,542 -10%
FI
188
FIDELIS iM
Oregon
$1.98M +$19K +850 +1%
BF
189
Blankinship & Foster
California
$1.96M -$94K -4,198 -5%
CCA
190
Cobblestone Capital Advisors
New York
$1.96M +$292K +13,055 +18%
SL
191
Savior LLC
Massachusetts
$1.93M -$188K -8,375 -9%
RF
192
RHS Financial
California
$1.89M +$258K +11,506 +16%
SFA
193
Souders Financial Advisors
Ohio
$1.88M +$263K +11,756 +16%
VBWMG
194
Von Berge Wealth Management Group
California
$1.87M +$424K +18,849 +29%
RIM
195
Regent Investment Management
Kentucky
$1.87M +$2.02K +90 +0.1%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$1.87M +$52.3K +2,334 +3%
GFPC
197
Global Financial Private Client
Florida
$1.84M -$186K -8,187 -9%
BIA
198
Bell Investment Advisors
California
$1.84M +$288K +12,848 +19%
ATWA
199
Arbor Trust Wealth Advisors
Michigan
$1.83M -$180K -8,034 -9%
GC
200
Grimes & Company
Massachusetts
$1.81M +$84.3K +3,762 +5%
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