SCHE icon

Schwab Emerging Markets Equity ETF

753 hedge funds and large institutions have $4.51B invested in Schwab Emerging Markets Equity ETF in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 315 increasing their positions, 270 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+28
Holders Change %
+3.86%
% of All Funds
10.02%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.39%
New
85
Increased
315
Reduced
270
Closed
38
Calls
$642K
Puts
$8K
Net Calls
+$634K
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
376
Congress Wealth Management
Massachusetts
$567K +$44.7K +1,680 +9%
Brown Advisory
377
Brown Advisory
Maryland
$566K
SEI Investments
378
SEI Investments
Pennsylvania
$563K +$118K +4,434 +27%
JC
379
Jentner Corp
Ohio
$561K -$38.3K -1,439 -6%
VFIC
380
Valley Forge Investment Consultants
Pennsylvania
$558K +$27.8K +1,045 +5%
IA
381
IFP Advisors
Florida
$552K -$11.9K -445 -2%
FWP
382
Falcon Wealth Planning
California
$548K
FA
383
FF Advisors
California
$547K
TC
384
Tenret Company
Florida
$545K
TWP
385
Tempus Wealth Planning
California
$542K +$14.8K +554 +3%
CB
386
Commerce Bank
Missouri
$541K -$3.28K -123 -0.6%
EK
387
Evensky & Katz
Florida
$538K +$8.47K +318 +2%
TSS
388
Two Sigma Securities
New York
$536K +$231K +8,692 +76%
AWM
389
Aegis Wealth Management
Maryland
$535K +$535K +20,085 New
CWA
390
Clearview Wealth Advisors
Oregon
$530K +$11.6K +434 +2%
RF
391
RHS Financial
California
$529K -$117K -4,410 -18%
CAG
392
Csenge Advisory Group
Florida
$528K +$132K +4,948 +33%
SAI
393
Savvy Advisors Inc
New York
$528K +$87.7K +3,293 +20%
MHR
394
Matthew Hamilton Rosenberg
$522K -$53.2K -1,996 -9%
DWT
395
Dorsey & Whitney Trust
South Dakota
$522K
DPI
396
Diversified Portfolios Inc
Michigan
$506K +$72K +2,702 +17%
AWM
397
Abound Wealth Management
Tennessee
$506K -$28.1K -1,054 -5%
WIM
398
WealthPlan Investment Management
Nebraska
$504K +$504K +18,939 New
AFA
399
Avant Financial Advisors
Texas
$504K +$504K +18,939 New
FA
400
FC Advisory
Pennsylvania
$501K -$5.83K -219 -1%