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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

719 hedge funds and large institutions have $6.28B invested in Schwab Emerging Markets Equity ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 221 increasing their positions, 317 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
-7
Holders Change %
-0.96%
% of All Funds
10.46%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.41%
New
54
Increased
221
Reduced
317
Closed
52
Calls
$361K
Puts
–
Net Calls
+$361K
Net Calls Change
-$296K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$2.31B
2
SAG
SageView Advisory Group
California
+$85.2M
3
HighTower Advisors
HighTower Advisors
Illinois
+$38M
4
BWA
BlueSky Wealth Advisors
North Carolina
+$28.8M
5
TCM
Tradewinds Capital Management
Washington
+$16.7M

Top Sellers

1
Jane Street
Jane Street
New York
-$65.2M
2
Creative Planning
Creative Planning
Kansas
-$32M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$27.8M
4
FTUS
Flow Traders U.S.
New York
-$14.2M
5
OMC
Old Mission Capital
Illinois
-$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
376
RHS Financial
California
$560K +$121K +4,558 +28%
BCM
377
Bourgeon Capital Management
Connecticut
$547K +$48.2K +1,815 +10%
AFG
378
Atomi Financial Group
New York
$545K -$62.5K -2,355 -10%
TC
379
Tenret Company
Florida
$544K +$50.2K +1,890 +10%
MCM
380
Mendel Capital Management
Arkansas
$539K -$15.1K -569 -3%
CWM
381
Congress Wealth Management
Massachusetts
$539K -$28.7K -1,079 -5%
WF
382
Warner Financial
Maryland
$534K +$13.1K +494 +3%
CPIG
383
Chicago Partners Investment Group
Illinois
$531K -$62.1K -2,360 -10%
TWP
384
Tempus Wealth Planning
California
$529K +$2.5K +94 +0.5%
VFIC
385
Valley Forge Investment Consultants
Pennsylvania
$528K +$104K +3,932 +25%
EK
386
Evensky & Katz
Florida
$528K +$38.6K +1,454 +8%
DWT
387
Dorsey & Whitney Trust
South Dakota
$520K -$65.3K -2,460 -11%
AWM
388
Abound Wealth Management
Tennessee
$519K -$8.92K -336 -2%
BBW
389
Blue Barn Wealth
Utah
$511K -$5.34K -201 -1%
SFP
390
Sterling Financial Planning
New Jersey
$509K +$106 +4 +0%
SIM
391
Sterling Investment Management
Arizona
$508K +$2.74K +103 +0.5%
WBCM
392
Wilson & Boucher Capital Management
California
$507K -$7.97K -300 -2%
BCM
393
Brookstone Capital Management
Illinois
$501K +$35.3K +1,300 +8%
S
394
SignatureFD
Georgia
$494K +$95.8K +3,607 +24%
LFA
395
Laraway Financial Advisors
Minnesota
$490K -$15.5K -582 -3%
SC
396
Schoolcraft Capital
Colorado
$484K +$177K +6,654 +57%
SAM
397
SignalPoint Asset Management
Missouri
$481K +$80.6K +3,036 +20%
CCG
398
Coastwise Capital Group
California
$480K -$74.1K -2,790 -13%
HIGP
399
Hill Investment Group Partners
Missouri
$479K -$53 -2 -0%
MA
400
Modus Advisors
Minnesota
$477K – – –
14 15
16
17 18