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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 %
FFN
201
Focus Financial Network
Minnesota
$2.27M +$48.3K +1,583 +2%
FANJ
202
Financial Architects (New Jersey)
New Jersey
$2.27M -$3.21M -105,322 -59%
RPG
203
Resource Planning Group
Georgia
$2.26M -$84.5K -2,771 -4%
TIM
204
Tortoise Investment Management
New York
$2.16M +$515K +16,887 +31%
BAM
205
Berkshire Asset Management
Pennsylvania
$2.15M +$323K +10,605 +18%
CCA
206
Cobblestone Capital Advisors
New York
$2.15M +$56.4K +1,852 +3%
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$2.13M +$71.1K +2,335 +3%
VCM
208
Vivaldi Capital Management
Illinois
$2.08M -$42.2K -1,386 -2%
BAM
209
Barrett Asset Management
New York
$2.07M +$9.14K +300 +0.4%
MA
210
Mutual Advisors
Nebraska
$2.05M +$90.3K +2,963 +5%
HA
211
Harborview Advisors
Maine
$2.05M -$186K -6,106 -8%
ACM
212
Alpha Capital Management
Texas
$2.03M +$3.96K +130 +0.2%
HB
213
Homrich & Berg
Georgia
$2.01M -$326K -10,691 -14%
MSWMA
214
Market Street Wealth Management Advisors
Indiana
$2.01M -$119K -3,891 -6%
EK
215
Evensky & Katz
Florida
$1.99M -$181K -5,941 -8%
SS
216
Sunbelt Securities
Texas
$1.99M – – –
NF
217
Nikulski Financial
Iowa
$1.97M -$29.1K -956 -1%
SA
218
Sunesis Advisors
Kansas
$1.94M -$48.3K -1,584 -2%
BCIM
219
Bishop & Co Investment Management
Pennsylvania
$1.94M +$14.8K +487 +0.8%
RCA
220
Reitz Capital Advisors
Michigan
$1.92M -$218K -7,154 -10%
CMO
221
Covenant Multifamily Offices
Texas
$1.89M -$17.8K -586 -0.9%
TA
222
Trellis Advisors
Washington
$1.89M – – –
RRCM
223
Rappaport Reiches Capital Management
Illinois
$1.89M +$68.3K +2,241 +4%
CWM
224
Chesapeake Wealth Management
Virginia
$1.86M -$105K -3,455 -5%
FPCP
225
Fort Point Capital Partners
California
$1.86M -$131K -4,285 -7%
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