SCHE icon

Schwab Emerging Markets Equity ETF

734 hedge funds and large institutions have $5.9B invested in Schwab Emerging Markets Equity ETF in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 256 increasing their positions, 301 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+62
Holders Change %
+9.23%
% of All Funds
10.76%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.5%
New
106
Increased
256
Reduced
301
Closed
39
Calls
$746K
Puts
$22K
Net Calls
+$724K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Shares
Change %
PRS
226
Pinkerton Retirement Specialists
Idaho
$1.72M +$196K +7,887 +13%
LPAM
227
Lodestar Private Asset Management
California
$1.7M -$78.2K -3,154 -4%
KC
228
Kades & Cheifetz
Pennsylvania
$1.7M +$146K +5,877 +9%
FPCP
229
Fort Point Capital Partners
California
$1.7M -$56K -2,257 -3%
FNC
230
First National Corp
Massachusetts
$1.69M -$307K -12,387 -15%
HFS
231
Howard Financial Services
Texas
$1.68M -$307K -12,366 -15%
CWM
232
Chesapeake Wealth Management
Virginia
$1.66M +$70.8K +2,857 +4%
PGFC
233
Peapack-Gladstone Financial Corp
New Jersey
$1.6M -$163K -6,596 -9%
JJBC
234
James J. Burns & Company
New York
$1.6M +$107K +4,317 +7%
NSG
235
Nalls Sherbakoff Group
Tennessee
$1.59M +$5.18K +209 +0.3%
AF
236
Allworth Financial
California
$1.56M +$519K +20,919 +50%
DWM
237
Dakota Wealth Management
Florida
$1.55M -$5.63K -227 -0.4%
FWS
238
FinDec Wealth Services
California
$1.53M +$19.3K +780 +1%
TWM
239
Tradition Wealth Management
Minnesota
$1.53M -$2.39M -96,562 -61%
MCM
240
MAI Capital Management
Ohio
$1.51M +$16.1K +649 +1%
B
241
Bailard
California
$1.51M -$3.72K -150 -0.2%
WT
242
Whittier Trust
California
$1.49M +$660K +26,631 +79%
DSA
243
Droms Strauss Advisors
Missouri
$1.49M +$331K +13,358 +29%
OFA
244
Oak Family Advisors
Illinois
$1.48M -$1.84M -74,271 -55%
BIA
245
Bell Investment Advisors
California
$1.47M -$33.9K -1,369 -2%
YIH
246
Y-Intercept (HK)
Hong Kong
$1.47M +$1.47M +59,247 New
WPWM
247
Windward Private Wealth Management
Kansas
$1.44M +$200K +8,087 +16%
CHA
248
Carmichael Hill & Associates
Maryland
$1.44M +$110K +4,436 +8%
FFA
249
Fragasso Financial Advisors
Pennsylvania
$1.42M +$595K +23,984 +72%
JFGLC
250
Johnson Financial Group LLC (Colorado)
Colorado
$1.41M +$1.41M +56,730 New