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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

693 hedge funds and large institutions have $6.38B invested in Schwab Emerging Markets Equity ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 346 increasing their positions, 195 reducing their positions, and 32 closing their positions.

Holders
693
Holders Change
+27
Holders Change %
+4.05%
% of All Funds
12.1%
Holding in Top 10
49
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.95%
% of All Funds
0.86%
New
65
Increased
346
Reduced
195
Closed
32
Calls
$243K
Puts
$419K
Net Calls
-$176K
Net Calls Change
+$381K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.04B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$87.7M
3
MG
3
Mather Group
Illinois
$257M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$14.7M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$154M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$815K
2
TIM
2
Total Investment Management
Arizona
$0
3
Creative Planning
3
Creative Planning
Kansas
$496M
4
RIM
4
Redwood Investment Management
Arizona
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.04B 62,096,008 +4,328,727 +7%
Financial Engines Advisors
2
Financial Engines Advisors
California
$762M 23,165,011 +156,870 +0.7%
Creative Planning
3
Creative Planning
Kansas
$496M 15,092,928 -340,470 -2%
MG
4
Mather Group
Illinois
$257M 7,813,631 +1,130,607 +17%
Charles Schwab
5
Charles Schwab
California
$216M 6,584,091 -74,160 -1%
HighTower Advisors
6
HighTower Advisors
Illinois
$154M 4,676,824 +387,159 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$87.7M 2,666,302 +1,139,473 +75%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$83.2M 2,578,661 +142,843 +6%
SCM
9
SCS Capital Management
Massachusetts
$82.4M 2,507,327 +186,933 +8%
HC
10
Hamilton Capital
Ohio
$79.7M 2,422,525 +59,223 +3%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$75.6M 2,300,026 +350,098 +18%
HWA
12
Heartwood Wealth Advisors
Virginia
$49.9M 1,518,893 -5,704 -0.4%
Morgan Stanley
13
Morgan Stanley
New York
$43.1M 1,311,997 -39,297 -3%
UCFA
14
United Capital Financial Advisors
Texas
$33M 1,005,112 -140,717 -12%
BOPW
15
Brandywine Oak Private Wealth
Pennsylvania
$32.1M 977,023 +87,841 +10%
KFC
16
Klingenstein Fields & Co
New York
$30.9M 940,293 +23,399 +3%
LA
17
LVW Advisors
New York
$29.8M 906,201 +65,107 +8%
EHPM
18
Emery Howard Portfolio Management
California
$27.6M 840,726 -10,404 -1%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$27.6M 839,887 -27,397 -3%
BP
20
Ballentine Partners
Massachusetts
$27.5M 836,363 -15,929 -2%
KF
21
Krilogy Financial
Missouri
$27.4M 832,272 +43,426 +6%
MMA
22
Miracle Mile Advisors
California
$26.5M 806,570 +7,333 +0.9%
CHA
23
Cooper/Haims Advisors
New York
$26M 789,781 +14,203 +2%
Bank of America
24
Bank of America
North Carolina
$24.1M 733,664 -33,593 -4%
JFG
25
JMG Financial Group
Illinois
$23.6M 719,245 +19,083 +3%
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