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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

751 hedge funds and large institutions have $3.98B invested in Schwab Emerging Markets Equity ETF in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 255 increasing their positions, 311 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
10.2%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.43%
New
72
Increased
255
Reduced
311
Closed
56
Calls
$838K
Puts
$8K
Net Calls
+$830K
Net Calls Change
+$196K

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$101M
2
HighTower Advisors
HighTower Advisors
Illinois
$272M
3
WANY
Wealthspire Advisors (New York)
New York
$52.1M
4
FEG
Fund Evaluation Group
Ohio
$25.7M
5
HSA
HBK Sorce Advisory
Pennsylvania
$31.3M

Top Sellers

1
Jane Street
Jane Street
New York
$1.76M
2
Financial Engines Advisors
Financial Engines Advisors
California
$501M
3
OMC
Old Mission Capital
Illinois
$10.3M
4
TI
Tidal Investments
Wisconsin
$0
5
Creative Planning
Creative Planning
Kansas
$554M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
376
Tempus Wealth Planning
California
$578K +$16.8K +610 +3%
JC
377
Jentner Corp
Ohio
$576K -$4.36K -158 -0.8%
SAI
378
Savvy Advisors Inc
New York
$574K +$28.1K +1,019 +5%
SL
379
Sentinus LLC
Illinois
$571K -$27.4K -992 -5%
PS
380
Principal Securities
Iowa
$571K +$586 +22 +0.1%
BWP
381
Balboa Wealth Partners
Arizona
$568K -$31.4K -1,138 -5%
APG
382
Abacus Planning Group
South Carolina
$568K -$76.6K -2,777 -12%
BCM
383
Brookstone Capital Management
Illinois
$568K +$80.6K +2,923 +17%
CWA
384
Clearview Wealth Advisors
Oregon
$567K +$18.1K +658 +3%
AWM
385
Aegis Wealth Management
Maryland
$562K +$8.52K +309 +2%
CB
386
Commerce Bank
Missouri
$561K +$772 +28 +0.1%
FWP
387
Falcon Wealth Planning
California
$559K -$8.27K -300 -1%
GSWM
388
Golden State Wealth Management
California
$559K -$117K -4,228 -17%
CIA
389
Concurrent Investment Advisors
Florida
$559K +$221K +8,010 +65%
IWM
390
IHT Wealth Management
Illinois
$557K +$158K +5,724 +40%
RWM
391
Reston Wealth Management
Virginia
$555K -$294K -10,667 -35%
CA
392
Calton & Associates
Florida
$552K +$552K +20,004 New
CAG
393
Csenge Advisory Group
Florida
$549K +$22.9K +863 +4%
EK
394
Evensky & Katz
Florida
$544K -$12.9K -466 -2%
PA
395
Procyon Advisors
Connecticut
$542K +$80.8K +2,932 +18%
AFA
396
Avant Financial Advisors
Texas
$541K +$19.2K +695 +4%
DWT
397
Dorsey & Whitney Trust
South Dakota
$540K – – –
MHR
398
Matthew Hamilton Rosenberg
$536K -$4.36K -158 -0.8%
FA
399
FC Advisory
Pennsylvania
$533K +$14.9K +542 +3%
IC
400
IEQ Capital
California
$526K +$288K +10,433 +121%
14 15
16
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