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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

666 hedge funds and large institutions have $5.95B invested in Schwab Emerging Markets Equity ETF in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 286 increasing their positions, 232 reducing their positions, and 38 closing their positions.

Holders
666
Holders Change
+30
Holders Change %
+4.72%
% of All Funds
11.73%
Holding in Top 10
43
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.44%
% of All Funds
0.76%
New
73
Increased
286
Reduced
232
Closed
38
Calls
$508K
Puts
$1.07M
Net Calls
-$557K
Net Calls Change
+$415K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.84B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$51.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$62M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$78.7M
5
MG
5
Mather Group
Illinois
$212M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$731M
2
Charles Schwab
2
Charles Schwab
California
$212M
3
TCM
3
Tradewinds Capital Management
Washington
$121K
4
AG
4
Appleton Group
Wisconsin
$569K
5
GSIS
5
Global Strategic Investment Solutions
Arizona
$5.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.84B 57,767,281 +2,699,676 +5%
Financial Engines Advisors
2
Financial Engines Advisors
California
$731M 23,008,141 -1,657,040 -7%
Creative Planning
3
Creative Planning
Kansas
$490M 15,433,398 -91,846 -0.6%
MG
4
Mather Group
Illinois
$212M 6,683,024 +721,590 +12%
Charles Schwab
5
Charles Schwab
California
$212M 6,658,251 -1,125,894 -14%
HighTower Advisors
6
HighTower Advisors
Illinois
$136M 4,289,665 +418,973 +11%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$78.7M 2,435,818 +898,960 +58%
HC
8
Hamilton Capital
Ohio
$75.1M 2,363,302 +15,897 +0.7%
SCM
9
SCS Capital Management
Massachusetts
$73.7M 2,320,394 +118,216 +5%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$62M 1,949,928 +1,157,287 +146%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$51.5M 1,619,480 +1,619,480 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$48.5M 1,526,829 +414,754 +37%
HWA
13
Heartwood Wealth Advisors
Virginia
$48.5M 1,524,597 -115,810 -7%
Morgan Stanley
14
Morgan Stanley
New York
$42.9M 1,351,294 +98,673 +8%
UCFA
15
United Capital Financial Advisors
Texas
$36.4M 1,145,829 -139,934 -11%
CIAS
16
CBIZ Investment Advisory Services
Ohio
– – – –
KFC
17
Klingenstein Fields & Co
New York
$29.1M 916,894 +34,777 +4%
BOPW
18
Brandywine Oak Private Wealth
Pennsylvania
$28.3M 889,182 +243,725 +38%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$27.6M 867,284 -2,620 -0.3%
BP
20
Ballentine Partners
Massachusetts
$27.1M 852,292 -11,296 -1%
EHPM
21
Emery Howard Portfolio Management
California
$27M 851,130 -15,244 -2%
LA
22
LVW Advisors
New York
$26.7M 841,094 +132,022 +19%
MMA
23
Miracle Mile Advisors
California
$25.4M 799,237 +20,966 +3%
KF
24
Krilogy Financial
Missouri
$25.1M 788,846 +34,703 +5%
CHA
25
Cooper/Haims Advisors
New York
$24.6M 775,578 +10,247 +1%
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