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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

725 hedge funds and large institutions have $5.94B invested in Schwab Emerging Markets Equity ETF in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 220 increasing their positions, 338 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
-9
Holders Change %
-1.23%
% of All Funds
10.51%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.36%
New
60
Increased
220
Reduced
338
Closed
58
Calls
$657K
Puts
–
Net Calls
+$657K
Net Calls Change
-$67K

Top Buyers

1
Jane Street
Jane Street
New York
$69.9M
2
CSIA
Charles Schwab Investment Advisory
California
$2.15B
3
HighTower Advisors
HighTower Advisors
Illinois
$147M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$27.2M
5
OMC
Old Mission Capital
Illinois
$23.1M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$13.2M
2
SAG
SageView Advisory Group
California
$0
3
Morgan Stanley
Morgan Stanley
New York
$47.3M
4
Creative Planning
Creative Planning
Kansas
$589M
5
BWA
BlueSky Wealth Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
301
Clayton Financial Group
Missouri
$906K +$79.1K +3,133 +10%
BDFN
302
Bond & Devick Financial Network
Minnesota
$905K – – –
FPAS
303
Focus Partners Advisor Solutions
Missouri
$903K +$903K +35,771 New
US Bancorp
304
US Bancorp
Minnesota
$880K -$89.1K -3,530 -9%
WH
305
Whitcomb & Hess
Ohio
$870K -$214K -8,460 -20%
CW
306
CIC Wealth
Maryland
$866K -$131K -5,189 -13%
OFS
307
OneAscent Financial Services
Alabama
$858K -$96.6K -3,825 -10%
AWM
308
Accurate Wealth Management
Florida
$839K -$32.5K -1,315 -4%
LBC
309
Lowe Brockenbrough & Co
Virginia
$833K -$122K -4,815 -13%
MFA
310
Morling Financial Advisors
California
$830K -$11.3K -449 -1%
IP
311
Ignite Planners
California
$823K +$36.9K +1,455 +5%
KJWM
312
Kiley Juergens Wealth Management
Washington
$821K +$30.9K +1,224 +4%
First Manhattan
313
First Manhattan
New York
$821K +$137K +5,422 +20%
EW
314
Element Wealth
Mississippi
$821K -$3.03K -120 -0.4%
Goldman Sachs
315
Goldman Sachs
New York
$814K -$5.29M -209,532 -87%
FCM
316
Firestone Capital Management
Florida
$811K -$48.4K -1,918 -6%
BFM
317
Broadview Financial Management
Wisconsin
$808K -$5.05K -200 -0.6%
EFS
318
Econ Financial Services
Pennsylvania
$796K -$58.9K -2,332 -7%
PTC
319
Private Trust Company
Ohio
$791K +$137K +5,438 +21%
SHGA
320
Sand Hill Global Advisors
California
$785K – – –
AIS
321
American Investment Services
Massachusetts
$769K – – –
FAM
322
Frontier Asset Management
Wyoming
$769K +$16.3K +646 +2%
VAMG
323
Voisard Asset Management Group
Michigan
$759K +$463K +18,352 +156%
JWM
324
Janiczek Wealth Management
Colorado
$756K +$121K +4,790 +19%
OA
325
Operose Advisors
Wisconsin
$753K -$666K -26,359 -47%
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