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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

757 hedge funds and large institutions have $4.37B invested in Schwab Emerging Markets Equity ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 283 increasing their positions, 305 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
10.15%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.4%
New
68
Increased
283
Reduced
305
Closed
47
Calls
$835K
Puts
–
Net Calls
+$835K
Net Calls Change
+$5K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$51.7M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$50.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$12.8M
4
AC
AlphaCore Capital
California
+$9.91M
5
IWM
IHT Wealth Management
Illinois
+$9.16M

Top Sellers

1
WA
Waterford Advisors
New York
-$20.5B
2
CCA
Clearwater Capital Advisors
Illinois
-$20.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$16.6M
4
Creative Planning
Creative Planning
Kansas
-$16.6M
5
OMC
Old Mission Capital
Illinois
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
376
Rockefeller Capital Management
New York
$690K +$340K +11,292 +97%
VWA
377
Valued Wealth Advisors
Utah
$684K +$198K +6,559 +41%
AIM
378
Aspen Investment Management
Michigan
$677K +$30 +1 +0%
TWP
379
Tempus Wealth Planning
California
$675K +$42.5K +1,409 +7%
NRI
380
NFP Retirement Inc
California
$671K -$385K -12,788 -36%
ADL
381
Asset Dedication LLC
California
$669K -$2.95K -98 -0.4%
SL
382
Sentinus LLC
Illinois
$662K +$37.6K +1,246 +6%
GIM
383
Glenmede Investment Management
Pennsylvania
$660K +$660K +21,909 New
NWM
384
Navigation Wealth Management
Colorado
$660K +$660K +21,904 New
Northern Trust
385
Northern Trust
Illinois
$649K +$9.86K +327 +2%
BA
386
BIP Alliance
Georgia
$639K -$18.2K -604 -3%
BCM
387
Brookstone Capital Management
Illinois
$638K +$17.2K +571 +3%
FA
388
FC Advisory
Pennsylvania
$626K +$42.4K +1,406 +7%
FM
389
Foster & Motley
Ohio
$621K -$163K -5,397 -21%
CB
390
Commerce Bank
Missouri
$619K +$5.94K +197 +1%
CAG
391
Csenge Advisory Group
Florida
$616K +$23.5K +822 +4%
CP
392
Capital Planning
Washington
$613K +$53.7K +1,783 +10%
NF
393
Nikulski Financial
Iowa
$613K +$232K +7,711 +61%
CWA
394
Clearview Wealth Advisors
Oregon
$613K -$7.35K -244 -1%
EGWAG
395
Elwood & Goetz Wealth Advisory Group
Georgia
$612K +$98.2K +3,257 +19%
CCM
396
Coldstream Capital Management
Washington
$610K -$30.1K -1,000 -5%
JC
397
Jentner Corp
Ohio
$608K -$21.5K -713 -3%
FWP
398
Falcon Wealth Planning
California
$607K -$3.8K -126 -0.6%
FA
399
Fiducient Advisors
Illinois
$607K +$607K +20,138 New
CAI
400
Capital Advisors Inc
Oklahoma
$605K +$605K +20,068 New
14 15
16
17 18