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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

732 hedge funds and large institutions have $6.31B invested in Schwab Emerging Markets Equity ETF in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 329 increasing their positions, 203 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+57
Holders Change %
+8.44%
% of All Funds
11.31%
Holding in Top 10
43
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.66%
New
121
Increased
329
Reduced
203
Closed
51
Calls
$602K
Puts
–
Net Calls
+$602K
Net Calls Change
+$233K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.11B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$730M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$113M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$119M
5
Charles Schwab
5
Charles Schwab
California
$221M

Top Sellers

1
MG
1
Mather Group
Illinois
$174M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$377K
4
Jane Street
4
Jane Street
New York
$0
5
JWCA
5
J.W. Cole Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFGP
201
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.28M -$71K -2,397 -3%
PCWA
202
Pacific Capital Wealth Advisors
California
$2.26M -$18.8K -636 -0.8%
FA
203
Fagan Associates
New York
$2.24M -$70.2K -2,369 -3%
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$2.22M +$132K +4,442 +6%
BOPW
205
Brandywine Oak Private Wealth
Pennsylvania
$2.2M -$55.3K -1,867 -2%
FHB
206
First Hawaiian Bank
Hawaii
$2.19M -$201K -6,796 -8%
B
207
Bailard
California
$2.17M -$99.9K -3,373 -4%
JCIA
208
Jackson Creek Investment Advisors
Colorado
$2.17M -$264K -8,905 -11%
CCA
209
Cobblestone Capital Advisors
New York
$2.13M +$40.2K +1,356 +2%
CC
210
Callan Capital
California
$2.11M +$1.02M +34,465 +94%
RPG
211
Resource Planning Group
Georgia
$2.1M -$95.1K -3,211 -4%
VCM
212
Vivaldi Capital Management
Illinois
$2.07M +$52.5K +1,773 +3%
DWM
213
Destination Wealth Management
California
$2.06M +$917K +30,970 +80%
GC
214
Grimes & Company
Massachusetts
$2.06M -$3.27M -110,425 -61%
Betterment LLC
215
Betterment LLC
New York
$2.05M -$605K -20,420 -23%
OIA
216
OneDigital Investment Advisors
Kansas
$2.04M -$248K -8,386 -11%
MA
217
Mutual Advisors
Nebraska
$2.03M +$29.8K +1,005 +1%
EFG
218
Everhart Financial Group
Ohio
$2M +$609K +20,561 +44%
JFGLC
219
Johnson Financial Group LLC (Colorado)
Colorado
$1.99M +$1.99M +67,036 New
ACM
220
Alpha Capital Management
Texas
$1.95M -$25.6K -865 -1%
NF
221
Nikulski Financial
Iowa
$1.94M +$22K +743 +1%
FCM
222
Fortis Capital Management
Washington
$1.93M +$407K +13,754 +27%
JIR
223
James Investment Research
Ohio
$1.93M -$1.01M -34,185 -34%
TDWM
224
Topel & Distasi Wealth Management
California
$1.92M +$1.92M +64,935 New
FPCP
225
Fort Point Capital Partners
California
$1.91M +$107K +3,599 +6%
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9
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