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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

675 hedge funds and large institutions have $6.03B invested in Schwab Emerging Markets Equity ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 291 increasing their positions, 237 reducing their positions, and 48 closing their positions.

Holders
675
Holders Change
-18
Holders Change %
-2.6%
% of All Funds
11.85%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.76%
New
39
Increased
291
Reduced
237
Closed
48
Calls
$369K
Puts
–
Net Calls
+$369K
Net Calls Change
+$545K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.96B
2
OMC
2
Old Mission Capital
Illinois
$39.8M
3
Creative Planning
3
Creative Planning
Kansas
$491M
4
FWM
4
FFT Wealth Management
Pennsylvania
$29.9M
5
MG
5
Mather Group
Illinois
$261M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$641M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$2.32M
3
SCM
3
SCS Capital Management
Massachusetts
$49.7M
4
Bank of America
4
Bank of America
North Carolina
$7.81M
5
JIR
5
James Investment Research
Ohio
$3.03M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.96B 64,174,231 +2,078,223 +3%
Financial Engines Advisors
2
Financial Engines Advisors
California
$641M 21,042,624 -2,122,387 -9%
Creative Planning
3
Creative Planning
Kansas
$491M 16,097,884 +1,004,956 +7%
MG
4
Mather Group
Illinois
$261M 8,549,016 +735,385 +9%
Charles Schwab
5
Charles Schwab
California
$204M 6,692,249 +108,158 +2%
HighTower Advisors
6
HighTower Advisors
Illinois
$151M 4,959,687 +282,863 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$94.9M 3,114,067 +447,765 +17%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$85.8M 2,813,376 +513,350 +22%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$78.6M 2,492,275 -86,386 -3%
HC
10
Hamilton Capital
Ohio
$75.3M 2,470,565 +48,040 +2%
SCM
11
SCS Capital Management
Massachusetts
$49.7M 1,631,653 -875,674 -35%
HWA
12
Heartwood Wealth Advisors
Virginia
$47M 1,542,092 +23,199 +2%
OMC
13
Old Mission Capital
Illinois
$39.8M 1,304,419 +1,221,809 +1,479%
Morgan Stanley
14
Morgan Stanley
New York
$35.7M 1,171,175 -140,822 -11%
FWM
15
FFT Wealth Management
Pennsylvania
$29.9M 981,810 +981,810 New
LA
16
LVW Advisors
New York
$29.9M 980,703 +74,502 +8%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$29.5M 968,797 +128,910 +15%
KFC
18
Klingenstein Fields & Co
New York
$29.1M 954,162 +13,869 +1%
UCFA
19
United Capital Financial Advisors
Texas
$27.3M 894,136 -110,976 -11%
KF
20
Krilogy Financial
Missouri
$26.7M 875,890 +43,618 +5%
EHPM
21
Emery Howard Portfolio Management
California
$25.4M 833,483 -7,243 -0.9%
BP
22
Ballentine Partners
Massachusetts
$25.4M 831,956 -4,407 -0.5%
CHA
23
Cooper/Haims Advisors
New York
$24.5M 804,912 +15,131 +2%
Citadel Advisors
24
Citadel Advisors
Florida
$24.3M 797,712 +435,784 +120%
MMA
25
Miracle Mile Advisors
California
$23.9M 784,453 -22,117 -3%
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