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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
Charles Schwab Investment Advisory
California
$1.84B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$51.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$62M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$78.7M
5
MG
Mather Group
Illinois
$212M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$731M
2
Charles Schwab
Charles Schwab
California
$212M
3
TCM
Tradewinds Capital Management
Washington
$121K
4
AG
Appleton Group
Wisconsin
$569K
5
GSIS
Global Strategic Investment Solutions
Arizona
$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWMA
201
Market Street Wealth Management Advisors
Indiana
$2.26M -$174K -5,486 -7%
RIM
202
Rakuten Investment Management
Japan
$2.25M +$79.1K +2,500 +4%
VCM
203
Vivaldi Capital Management
Illinois
$2.19M +$270K +8,553 +14%
RCA
204
Reitz Capital Advisors
Michigan
$2.19M +$1.3M +40,796 +146%
FHB
205
First Hawaiian Bank
Hawaii
$2.18M +$415K +13,042 +23%
BWL
206
Bogart Wealth LLC
Virginia
$2.17M -$105K -3,300 -5%
BAM
207
Barrett Asset Management
New York
$2.14M +$668K +21,035 +45%
ACM
208
Alpha Capital Management
Texas
$2.11M -$1.08K -34 -0.1%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$2.1M -$40.3K -1,255 -2%
YIA
210
YHB Investment Advisors
Connecticut
$2.1M +$257K +7,983 +14%
SA
211
Sunesis Advisors
Kansas
$2.07M – – –
CWM
212
Chesapeake Wealth Management
Virginia
$2.05M +$78.1K +2,456 +4%
CP
213
Capital Planning
Washington
$2M -$1.93M -60,814 -49%
SBSB
214
Sullivan, Bruyette, Speros & Blaney
Virginia
$2M -$24.2K -763 -1%
BFEC
215
Benjamin F. Edwards & Company
Missouri
$2M +$394K +12,391 +25%
QAM
216
QCI Asset Management
New York
$2M -$230K -7,240 -10%
BCIM
217
Bishop & Co Investment Management
Pennsylvania
$1.99M -$13.9K -437 -0.7%
TA
218
Trellis Advisors
Washington
$1.98M -$36.3K -1,142 -2%
WWM
219
WT Wealth Management
Arizona
$1.9M -$1.03M -32,559 -35%
AA
220
Ancora Advisors
Ohio
$1.87M +$56.9K +1,791 +3%
TIM
221
Tortoise Investment Management
New York
$1.82M +$187K +5,884 +11%
SS
222
Sunbelt Securities
Texas
$1.78M +$167K +5,246 +10%
CCWA
223
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.78M +$27.9K +879 +2%
IWMA
224
Ironwood Wealth Management (Arizona)
Arizona
$1.76M -$442K -13,922 -20%
FPCP
225
Fort Point Capital Partners
California
$1.76M +$8.26K +260 +0.5%
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