SCHE icon

Schwab Emerging Markets Equity ETF

735 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 107 funds opening new positions, 256 increasing their positions, 301 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
+63
Holders Change %
+9.38%
% of All Funds
10.77%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.5%
New
107
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 %
CFG
326
Clayton Financial Group
Missouri
$811K +$811K +32,729 New
EW
327
Element Wealth
Mississippi
$809K +$12.8K +518 +2%
BFM
328
Broadview Financial Management
Wisconsin
$799K +$452K +18,228 +130%
EFG
329
Everhart Financial Group
Ohio
$793K +$9.25K +373 +1%
SAM
330
Smithbridge Asset Management
Pennsylvania
$792K -$181K -7,296 -19%
VF
331
Vawter Financial
Ohio
$785K +$184K +7,416 +31%
KNFPWM
332
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$785K +$785K +31,648 New
KJWM
333
Kiley Juergens Wealth Management
Washington
$775K +$34.1K +1,376 +5%
SHGA
334
Sand Hill Global Advisors
California
$771K
IP
335
Ignite Planners
California
$758K +$31.6K +1,290 +4%
AIS
336
American Investment Services
Massachusetts
$755K -$36.6K -1,476 -5%
FAM
337
Frontier Asset Management
Wyoming
$739K +$6.67K +269 +0.9%
BWP
338
BSW Wealth Partners
Colorado
$738K -$35.2K -1,420 -5%
BBPWM
339
Blue Bell Private Wealth Management
Pennsylvania
$720K -$49.5K -1,996 -6%
GRP
340
Global Retirement Partners
California
$719K +$8.25K +347 +1%
CFA
341
Cahill Financial Advisors
Minnesota
$710K -$8.78K -354 -1%
GBWM
342
Granite Bay Wealth Management
New Hampshire
$702K +$440K +18,303 +168%
FFA
343
Farther Finance Advisors
California
$701K +$436K +17,574 +164%
ADL
344
Asset Dedication LLC
California
$701K -$10.6K -425 -1%
RW
345
REDW Wealth
New Mexico
$694K +$12K +484 +2%
First Manhattan
346
First Manhattan
New York
$671K -$48.3K -1,950 -7%
GSIS
347
Global Strategic Investment Solutions
Arizona
$666K +$16.6K +668 +3%
AWA
348
Arete Wealth Advisors
Illinois
$656K +$656K +26,443 New
HWA
349
HHM Wealth Advisors
Tennessee
$653K +$11.1K +446 +2%
JC
350
Jentner Corp
Ohio
$648K -$51.9K -2,092 -7%