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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 %
MCM
376
Mendel Capital Management
Arkansas
$527K – – –
BJL
377
Brighton Jones LLC
Washington
$523K +$5.63K +223 +1%
CB
378
Commerce Bank
Missouri
$516K +$196K +7,763 +61%
Northern Trust
379
Northern Trust
Illinois
$513K -$74.1K -2,936 -13%
AWM
380
Abound Wealth Management
Tennessee
$502K -$132K -5,221 -21%
ATWA
381
Arbor Trust Wealth Advisors
Michigan
$501K -$641K -25,107 -56%
TWP
382
Tempus Wealth Planning
California
$501K +$15.1K +597 +3%
CCA
383
Clarity Capital Advisors
Florida
$500K – – –
WF
384
Warner Financial
Maryland
$495K -$3.18K -126 -0.6%
BBW
385
Blue Barn Wealth
Utah
$491K -$27.4K -1,085 -5%
WBCM
386
Wilson & Boucher Capital Management
California
$489K – – –
SFP
387
Sterling Financial Planning
New Jersey
$484K -$15.4K -609 -3%
SIM
388
Sterling Investment Management
Arizona
$481K +$7.98K +316 +2%
LFA
389
Laraway Financial Advisors
Minnesota
$480K -$11.3K -449 -2%
BCM
390
Bourgeon Capital Management
Connecticut
$474K +$16.1K +637 +4%
TC
391
Tenret Company
Florida
$469K +$6.06K +240 +1%
EGWAG
392
Elwood & Goetz Wealth Advisory Group
Georgia
$467K -$4.72K -187 -1%
AWM
393
Act Wealth Management
Texas
$467K – – –
FA
394
FC Advisory
Pennsylvania
$465K -$3.61K -143 -0.8%
EK
395
Evensky & Katz
Florida
$465K -$22.3K -883 -5%
ACA
396
Atlas Capital Advisors
Wyoming
$461K +$50.7K +2,006 +12%
CAL
397
Capital Advisors Ltd
Ohio
$460K -$40.1K -1,589 -8%
HIGP
398
Hill Investment Group Partners
Missouri
$454K +$32K +1,269 +8%
MA
399
Modus Advisors
Minnesota
$454K -$76.3K -3,023 -14%
OCM
400
One Capital Management
California
$453K +$631 +25 +0.1%
14 15
16
17 18