SCHE icon

Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

704 hedge funds and large institutions have $6.09B invested in Schwab Emerging Markets Equity ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 279 increasing their positions, 277 reducing their positions, and 36 closing their positions.

Holders
704
Holders Change
+10
Holders Change %
+1.44%
% of All Funds
11.1%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.58%
New
54
Increased
279
Reduced
277
Closed
36
Calls
$675K
Puts
–
Net Calls
+$675K
Net Calls Change
-$789K

Top Buyers

1
BCIM
1
Bishop & Co Investment Management
Pennsylvania
$130M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.96B
3
TCM
3
Tradewinds Capital Management
Washington
$27.3M
4
DS
4
DRW Securities
Illinois
$26.4M
5
TC
5
Trilogy Capital
California
$12.3M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$2.53M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.64M
3
HC
3
Hamilton Capital
Ohio
$11.3M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$72.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$84.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.96B 79,452,386 +1,420,324 +2%
Creative Planning
2
Creative Planning
Kansas
$632M 25,655,952 -239,266 -0.9%
Financial Engines Advisors
3
Financial Engines Advisors
California
$482M 19,588,061 +77,215 +0.4%
Charles Schwab
4
Charles Schwab
California
$290M 11,754,389 -217,992 -2%
BCIM
5
Bishop & Co Investment Management
Pennsylvania
$130M 3,210,791 +3,090,600 +2,571%
HighTower Advisors
6
HighTower Advisors
Illinois
$114M 4,632,265 +306,580 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$84.8M 3,441,377 -1,609,444 -32%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$72.1M 2,928,071 -1,713,351 -37%
MG
9
Mather Group
Illinois
$70.8M 2,873,400 -66,972 -2%
SAG
10
SageView Advisory Group
California
$59.3M 2,408,020 +302,974 +14%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$49.3M 2,001,799 -81,384 -4%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$46M 1,867,806 +350,182 +23%
HWA
13
Heartwood Wealth Advisors
Virginia
$43.6M 1,769,313 +34,735 +2%
Morgan Stanley
14
Morgan Stanley
New York
$41.4M 1,681,298 +62,112 +4%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$41.3M 1,676,832 -39,195 -2%
Jane Street
16
Jane Street
New York
$40.3M 1,634,856 +470,783 +40%
R
17
Rebalance
California
$39M 1,582,929 +79,210 +5%
OMC
18
Old Mission Capital
Illinois
$38.7M 1,572,847 -267,105 -15%
KF
19
Krilogy Financial
Missouri
$31.4M 1,276,696 +40,521 +3%
OWM
20
Orgel Wealth Management
Wisconsin
$29.7M 1,204,848 +93,553 +8%
Mariner
21
Mariner
Kansas
$28.5M 1,157,289 +9,638 +0.8%
MMA
22
Miracle Mile Advisors
California
$28.1M 1,140,462 -118,174 -9%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$28M 1,136,213 -84,815 -7%
TCM
24
Tradewinds Capital Management
Washington
$27.3M 1,108,423 +1,107,854 +194,702%
CHA
25
Cooper/Haims Advisors
New York
$26.6M 1,081,058 +30,939 +3%
1
2 3 4 5