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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 %
MWM
201
Mission Wealth Management
California
$1.78M -$98.8K -4,411 -5%
RBC
202
Roble Belko & Company
Pennsylvania
$1.75M -$70.3K -3,140 -4%
Truist Financial
203
Truist Financial
North Carolina
$1.74M -$45K -1,802 -3%
JCIA
204
Jackson Creek Investment Advisors
Colorado
$1.73M +$49.2K +2,198 +3%
FFN
205
Focus Financial Network
Minnesota
$1.72M +$29K +1,295 +2%
Royal Bank of Canada
206
Royal Bank of Canada
Ontario, Canada
$1.7M -$2.82M -125,691 -62%
RRC
207
Relaxing Retirement Coach
Massachusetts
$1.68M -$49.3K -2,203 -3%
IFS
208
Ifrah Financial Services
Arkansas
$1.68M -$33.8K -1,508 -2%
MFGP
209
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.64M -$87.6K -3,912 -5%
GSIS
210
Global Strategic Investment Solutions
Arizona
$1.62M +$112K +5,002 +7%
VCM
211
Vivaldi Capital Management
Illinois
$1.61M +$110K +4,814 +7%
DWM
212
Destination Wealth Management
California
$1.6M -$1.11M -49,406 -41%
YIA
213
YHB Investment Advisors
Connecticut
$1.59M -$176K -7,856 -10%
IWMA
214
Ironwood Wealth Management (Arizona)
Arizona
$1.59M – – –
PWM
215
Perigon Wealth Management
California
$1.58M +$125K +5,600 +9%
Renaissance Technologies
216
Renaissance Technologies
New York
$1.57M +$936K +41,800 +148%
BC
217
Bartlett & Co
Ohio
$1.56M +$198K +8,840 +14%
BCWM
218
Bartlett & Co Wealth Management
Ohio
$1.56M +$198K +8,840 +14%
TDWM
219
Topel & Distasi Wealth Management
California
$1.55M – – –
RPG
220
Resource Planning Group
Georgia
$1.5M +$7.42K +331 +0.5%
FCM
221
Firestone Capital Management
Florida
$1.49M -$109K -4,883 -7%
B
222
Bailard
California
$1.47M -$24.1K -1,076 -2%
IA
223
IFP Advisors
Florida
$1.47M +$485K +17,440 +49%
TA
224
Trellis Advisors
Washington
$1.46M +$18.1K +807 +1%
SDWMA
225
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.44M +$94.6K +4,224 +7%
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