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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

694 hedge funds and large institutions have $6.07B invested in Schwab Emerging Markets Equity ETF in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 250 increasing their positions, 292 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-18
Holders Change %
-2.53%
% of All Funds
11.11%
Holding in Top 10
38
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.63%
% of All Funds
0.61%
New
50
Increased
250
Reduced
292
Closed
54
Calls
$1.47M
Puts
$2K
Net Calls
+$1.46M
Net Calls Change
-$141K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$83.2M
2
KOC
2
Koss-Olinger Consulting
Florida
$24.9M
3
HC
3
Hamilton Capital
Ohio
$68.6M
4
EWA
4
EP Wealth Advisors
California
$24.3M
5
SAG
5
SageView Advisory Group
California
$51.6M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$51.1M
2
Jane Street
2
Jane Street
New York
$28.5M
3
FTUS
3
Flow Traders U.S.
New York
$22.1M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$14.6M
5
Creative Planning
5
Creative Planning
Kansas
$635M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
201
Bartlett & Co
Ohio
$2.4M -$86.9K -3,543 -3%
AMG
202
Asset Management Group
Connecticut
$2.38M – – –
FI
203
FIDELIS iM
Oregon
$2.38M +$143K +5,833 +6%
LF
204
Lee Financial
Texas
$2.36M +$76.7K +3,128 +3%
Betterment LLC
205
Betterment LLC
New York
$2.34M -$20.1K -820 -0.9%
WP
206
WealthShield Partners
North Carolina
$2.33M +$164K +6,670 +8%
TIM
207
Tortoise Investment Management
New York
$2.31M +$118K +4,792 +5%
SAM
208
Smithbridge Asset Management
Pennsylvania
$2.31M +$10.9K +443 +0.5%
HFS
209
Howard Financial Services
Texas
$2.31M -$56.5K -2,304 -2%
NRI
210
NFP Retirement Inc
California
$2.29M -$228K -9,316 -9%
OA
211
Operose Advisors
Wisconsin
$2.28M -$8.26K -337 -0.4%
CFMC
212
Curbstone Financial Management Corp
New Hampshire
$2.25M -$9.81K -400 -0.4%
OFG
213
Orcam Financial Group
California
$2.22M – – –
AWM
214
AllSquare Wealth Management
New York
$2.22M +$883 +36 +0%
AC
215
Abbrea Capital
California
$2.21M +$50.3K +2,050 +2%
RDIA
216
RE Dickinson Investment Advisors
Iowa
$2.19M -$455K -18,537 -17%
BF
217
Blankinship & Foster
California
$2.11M -$19K -776 -0.9%
GC
218
Grimes & Company
Massachusetts
$2.09M -$638 -26 -0%
LWM
219
Liberty Wealth Management
California
$2.05M +$2.05M +80,903 New
Renaissance Technologies
220
Renaissance Technologies
New York
$2.02M +$53.9K +2,200 +3%
FFN
221
Focus Financial Network
Minnesota
$2M +$12.8K +521 +0.6%
B
222
Bensler
Washington
$1.97M -$201K -8,208 -9%
GFPC
223
Global Financial Private Client
Florida
$1.95M +$36.8K +1,494 +2%
H
224
HoyleCohen
California
$1.94M +$564K +22,991 +41%
FIA
225
Foundations Investment Advisors
Arizona
$1.93M +$1.93M +78,911 New
7 8
9
10 11