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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

732 hedge funds and large institutions have $6.31B invested in Schwab Emerging Markets Equity ETF in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 329 increasing their positions, 203 reducing their positions, and 51 closing their positions.

Holders
732
Holders Change
+57
Holders Change %
+8.44%
% of All Funds
11.31%
Holding in Top 10
43
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.66%
New
121
Increased
329
Reduced
203
Closed
51
Calls
$602K
Puts
–
Net Calls
+$602K
Net Calls Change
+$233K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.11B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$730M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$113M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$119M
5
Charles Schwab
5
Charles Schwab
California
$221M

Top Sellers

1
MG
1
Mather Group
Illinois
$174M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$377K
4
Jane Street
4
Jane Street
New York
$0
5
JWCA
5
J.W. Cole Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.11B 71,248,704 +7,074,473 +11%
Financial Engines Advisors
2
Financial Engines Advisors
California
$730M 24,653,034 +3,610,410 +17%
Creative Planning
3
Creative Planning
Kansas
$479M 16,183,659 +85,775 +0.5%
Charles Schwab
4
Charles Schwab
California
$221M 7,457,711 +765,462 +11%
MG
5
Mather Group
Illinois
$174M 5,864,736 -2,684,280 -31%
HighTower Advisors
6
HighTower Advisors
Illinois
$152M 5,130,126 +170,439 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$119M 4,007,281 +893,214 +29%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$113M 3,815,408 +1,002,032 +36%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$80.5M 2,698,292 +206,017 +8%
HC
10
Hamilton Capital
Ohio
$76.7M 2,587,966 +117,401 +5%
SCM
11
SCS Capital Management
Massachusetts
$48.8M 1,646,767 +15,114 +0.9%
HWA
12
Heartwood Wealth Advisors
Virginia
$46M 1,553,111 +11,019 +0.7%
Morgan Stanley
13
Morgan Stanley
New York
$39.3M 1,327,484 +156,309 +13%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$32.3M 1,090,235 +121,438 +13%
FWM
15
FFT Wealth Management
Pennsylvania
$30.1M 1,017,136 +35,326 +4%
BP
16
Ballentine Partners
Massachusetts
$29.1M 983,112 +151,156 +18%
KFC
17
Klingenstein Fields & Co
New York
$29.1M 981,075 +26,913 +3%
MMA
18
Miracle Mile Advisors
California
$26.2M 886,034 +101,581 +13%
LA
19
LVW Advisors
New York
$26M 878,861 -101,842 -10%
KF
20
Krilogy Financial
Missouri
$25.4M 858,488 -17,402 -2%
EHPM
21
Emery Howard Portfolio Management
California
$25.1M 846,767 +13,284 +2%
Bank of America
22
Bank of America
North Carolina
$24.4M 825,240 +568,861 +222%
CHA
23
Cooper/Haims Advisors
New York
$24.4M 822,530 +17,618 +2%
TF
24
TimeScale Financial
Massachusetts
$23.1M 778,687 +49,984 +7%
CCA
25
Clearwater Capital Advisors
Illinois
$22.4M 754,761 +46,332 +7%
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