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

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$13.2M
2
SAG
2
SageView Advisory Group
California
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$47.3M
4
Creative Planning
4
Creative Planning
Kansas
$589M
5
BWA
5
BlueSky Wealth Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KNFPWM
351
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$612K -$187K -7,413 -23%
RG
352
Retirement Group
California
$607K +$16.5K +652 +3%
FWP
353
Falcon Wealth Planning
California
$603K -$48.8K -1,934 -7%
IW
354
Imprint Wealth
South Carolina
$601K +$601K +23,722 New
MA
355
MCF Advisors
Kentucky
$595K -$2.02K -80 -0.3%
WP
356
WealthPLAN Partners
Nebraska
$587K +$9.65K +382 +2%
SCM
357
Sollinda Capital Management
Florida
$586K +$172K +6,805 +41%
AWA
358
Alaska Wealth Advisors
Alaska
$580K +$74.6K +2,955 +15%
Thrivent Financial for Lutherans
359
Thrivent Financial for Lutherans
Minnesota
$580K +$22.2K +879 +4%
AIM
360
Aspen Investment Management
Michigan
$578K -$19.3K -763 -3%
AFG
361
Atomi Financial Group
New York
$577K +$39.7K +1,571 +7%
SL
362
Sentinus LLC
Illinois
$577K +$577K +22,860 New
FA
363
FF Advisors
California
$575K +$156K +6,178 +37%
CPIG
364
Chicago Partners Investment Group
Illinois
$565K -$17.4K -693 -3%
SP
365
SWS Partners
Ohio
$563K -$16K -634 -3%
DWT
366
Dorsey & Whitney Trust
South Dakota
$557K -$56.1K -2,221 -9%
RBC
367
Roble Belko & Company
Pennsylvania
$556K -$425K -16,820 -43%
HWA
368
HHM Wealth Advisors
Tennessee
$553K -$111K -4,408 -17%
MHR
369
Matthew Hamilton Rosenberg
$552K -$32K -1,264 -5%
DFC
370
DBK Financial Counsel
Ohio
$549K – – –
S
371
Sachetta
Massachusetts
$546K – – –
CWM
372
Congress Wealth Management
Massachusetts
$539K -$39.7K -1,573 -7%
BBPWM
373
Blue Bell Private Wealth Management
Pennsylvania
$533K -$200K -7,926 -27%
Natixis Advisors
374
Natixis Advisors
Massachusetts
$530K +$134K +5,320 +34%
CCG
375
Coastwise Capital Group
California
$527K -$38.2K -1,511 -7%
13 14
15
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