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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
+$125M
2
CSIA
Charles Schwab Investment Advisory
California
+$35M
3
TCM
Tradewinds Capital Management
Washington
+$27.3M
4
DS
DRW Securities
Illinois
+$14.8M
5
TC
Trilogy Capital
California
+$12.3M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$108M
2
Citadel Advisors
Citadel Advisors
Florida
-$81.9M
3
HC
Hamilton Capital
Ohio
-$57.6M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$42.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOPW
176
Brandywine Oak Private Wealth
Pennsylvania
$2.96M +$3.99K +162 +0.1%
OPWM
177
Oakwell Private Wealth Management
Texas
$2.9M -$6.28K -255 -0.2%
RWM
178
Reston Wealth Management
Virginia
$2.9M +$128K +5,216 +5%
CW
179
CreativeOne Wealth
Kansas
$2.89M -$50.1K -2,035 -2%
FAG
180
Financial Advisory Group
Texas
$2.84M -$497K -20,182 -15%
OFG
181
Omega Financial Group
California
$2.83M -$24.9K -1,009 -0.9%
Nomura Asset Management
182
Nomura Asset Management
Japan
$2.8M – – –
GVAG
183
Great Valley Advisor Group
Delaware
$2.8M -$93.5K -3,794 -3%
KCM
184
Kathmere Capital Management
Pennsylvania
$2.77M -$411K -16,694 -13%
BP
185
BCK Partners
New York
$2.77M +$91.2K +3,704 +3%
SFA
186
Souders Financial Advisors
Ohio
$2.69M -$35.4K -1,436 -1%
MA
187
Mutual Advisors
Nebraska
$2.6M +$47.3K +1,920 +2%
JPMPWA
188
J.P. Morgan Private Wealth Advisors
California
$2.54M -$1.95M -79,293 -43%
NCM
189
Northwest Capital Management
Oregon
$2.54M -$12.9K -524 -0.5%
EWA
190
EP Wealth Advisors
California
$2.53M -$108M -325,181 -98%
RC
191
Roundview Capital
New Jersey
$2.53M +$11K +446 +0.4%
AIM
192
Anchor Investment Management
South Carolina
$2.52M -$289K -11,738 -10%
QCG
193
Quadrant Capital Group
Ohio
$2.52M +$4.63K +188 +0.2%
PWM
194
Perigon Wealth Management
California
$2.5M +$94.4K +3,833 +4%
LF
195
Lee Financial
Texas
$2.5M +$123K +4,979 +5%
Betterment LLC
196
Betterment LLC
New York
$2.46M +$107K +4,342 +5%
FI
197
FIDELIS iM
Oregon
$2.46M +$70.7K +2,872 +3%
CCA
198
Cobblestone Capital Advisors
New York
$2.44M -$25.9K -1,051 -1%
EFG
199
Ethos Financial Group
Pennsylvania
$2.43M – – –
HCM
200
Hengehold Capital Management
Ohio
$2.43M -$27.8K -1,128 -1%
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