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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

675 hedge funds and large institutions have $5.2B invested in Schwab Emerging Markets Equity ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 239 increasing their positions, 289 reducing their positions, and 77 closing their positions.

Holders
675
Holders Change
-41
Holders Change %
-5.73%
% of All Funds
11.67%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.54%
New
44
Increased
239
Reduced
289
Closed
77
Calls
$1.76M
Puts
$258K
Net Calls
+$1.5M
Net Calls Change
-$1.07M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$554M
2
OMC
2
Old Mission Capital
Illinois
$25M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$49M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$123M
5
OIA
5
OneDigital Investment Advisors
Kansas
$20M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.74B
2
TI
2
Tidal Investments
Wisconsin
$0
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$484M
4
HWM
4
HB Wealth Management
Georgia
$1.29M
5
MG
5
Mather Group
Illinois
$86.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.74B 77,494,057 -3,413,964 -4%
Creative Planning
2
Creative Planning
Kansas
$554M 24,743,974 +1,633,357 +7%
Financial Engines Advisors
3
Financial Engines Advisors
California
$484M 21,607,554 -2,163,041 -9%
Charles Schwab
4
Charles Schwab
California
$244M 10,907,719 +450,167 +4%
HighTower Advisors
5
HighTower Advisors
Illinois
$134M 5,992,771 -60,583 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$123M 5,488,131 +1,027,030 +23%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$115M 5,119,866 +756,451 +17%
MG
8
Mather Group
Illinois
$86.7M 3,872,093 -555,415 -13%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$57.3M 2,516,827 -204,384 -8%
HC
10
Hamilton Capital
Ohio
$56.7M 2,532,171 +128,322 +5%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$49M 2,186,362 +1,101,907 +102%
HWA
12
Heartwood Wealth Advisors
Virginia
$34.5M 1,540,742 -261,509 -15%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$34.5M 1,539,627 -130,213 -8%
Morgan Stanley
14
Morgan Stanley
New York
$32.8M 1,464,934 +117,686 +9%
Mariner
15
Mariner
Kansas
$28.2M 1,258,967 +148,094 +13%
MMA
16
Miracle Mile Advisors
California
$26.6M 1,186,242 -314,534 -21%
OMC
17
Old Mission Capital
Illinois
$25M 1,117,539 +1,117,539 New
KFC
18
Klingenstein Fields & Co
New York
$23.2M 1,036,625 +21,972 +2%
KF
19
Krilogy Financial
Missouri
$21.8M 973,354 +52,776 +6%
CHA
20
Cooper/Haims Advisors
New York
$21.8M 971,884 +49,570 +5%
JFG
21
JMG Financial Group
Illinois
$21.3M 952,560 +126,585 +15%
OIA
22
OneDigital Investment Advisors
Kansas
$20M 893,545 +820,736 +1,127%
MGIA
23
Moneta Group Investment Advisors
Missouri
$18.8M 837,545 +13,116 +2%
TF
24
TimeScale Financial
Massachusetts
$18.6M 832,259 +16,280 +2%
BWA
25
BlueSky Wealth Advisors
North Carolina
$18.2M 812,459 +38,772 +5%
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