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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

704 hedge funds and large institutions have $6.09B invested in Schwab Emerging Markets Equity ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 279 increasing their positions, 277 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+10
Holders Change %
+1.44%
% of All Funds
11.1%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.58%
New
54
Increased
279
Reduced
277
Closed
36
Calls
$675K
Puts
–
Net Calls
+$675K
Net Calls Change
-$789K

Top Buyers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
$130M
2
CSIA
Charles Schwab Investment Advisory
California
$1.96B
3
TCM
Tradewinds Capital Management
Washington
$27.3M
4
DS
DRW Securities
Illinois
$26.4M
5
TC
Trilogy Capital
California
$12.3M

Top Sellers

1
EWA
EP Wealth Advisors
California
$2.53M
2
Citadel Advisors
Citadel Advisors
Florida
$1.64M
3
HC
Hamilton Capital
Ohio
$11.3M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$72.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
H
201
HoyleCohen
California
$2.42M +$472K +19,154 +24%
VBWMG
202
Von Berge Wealth Management Group
California
$2.4M -$7.49K -304 -0.3%
WP
203
WealthShield Partners
North Carolina
$2.39M +$52.5K +2,131 +2%
SAM
204
Smithbridge Asset Management
Pennsylvania
$2.38M +$59.4K +2,414 +3%
WPA
205
West Paces Advisors
Georgia
$2.37M -$1.54M -62,406 -39%
OA
206
Operose Advisors
Wisconsin
$2.33M +$37.2K +1,510 +2%
JBA
207
Johnson Bixby & Associates
Washington
$2.3M -$203K -8,227 -8%
AMG
208
Asset Management Group
Connecticut
$2.3M -$97.9K -3,975 -4%
ACM
209
Arcataur Capital Management
Wisconsin
$2.26M +$2.26M +91,705 New
CFMC
210
Curbstone Financial Management Corp
New Hampshire
$2.26M – – –
TIM
211
Tortoise Investment Management
New York
$2.25M -$74.1K -3,010 -3%
AC
212
Abbrea Capital
California
$2.22M – – –
AWM
213
AllSquare Wealth Management
New York
$2.17M +$14.2K +595 +0.7%
OFG
214
Orcam Financial Group
California
$2.15M -$81.3K -3,302 -4%
KHC
215
Koesten Hirschmann & Crabtree
Kansas
$2.12M -$433K -17,579 -17%
FFN
216
Focus Financial Network
Minnesota
$2.11M +$103K +4,162 +5%
BF
217
Blankinship & Foster
California
$2.07M -$55.8K -2,266 -3%
RDIA
218
RE Dickinson Investment Advisors
Iowa
$2.06M -$144K -5,852 -7%
NRI
219
NFP Retirement Inc
California
$2.03M -$270K -10,969 -12%
FIA
220
Foundations Investment Advisors
Arizona
$2.02M +$75.5K +3,066 +4%
JJBC
221
James J. Burns & Company
New York
$2M -$531K -21,560 -21%
AIA
222
Armor Investment Advisors
North Carolina
$1.99M +$202K +8,211 +11%
ATWA
223
Arbor Trust Wealth Advisors
Michigan
$1.98M +$43.6K +1,771 +2%
AFP
224
Ausdal Financial Partners
Iowa
$1.97M +$56.8K +2,306 +3%
HFS
225
Howard Financial Services
Texas
$1.97M -$350K -14,212 -15%
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