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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
1
Jane Street
New York
$69.9M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.15B
3
HighTower Advisors
3
HighTower Advisors
Illinois
$147M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$27.2M
5
OMC
5
Old Mission Capital
Illinois
$23.1M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$13.2M
2
SAG
2
SageView Advisory Group
California
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$47.3M
4
Creative Planning
4
Creative Planning
Kansas
$589M
5
BWA
5
BlueSky Wealth Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PSCM
401
Per Stirling Capital Management
Texas
$448K +$215K +8,530 +93%
PA
402
Procyon Advisors
Connecticut
$444K +$1.77K +70 +0.4%
AP
403
Appleton Partners
Massachusetts
$439K +$130K +5,158 +42%
BL
404
BFSG LLC
California
$437K -$33.7K -1,334 -7%
BL
405
BCWM LLC
Kansas
$436K +$24.5K +972 +6%
FVWA
406
Foster Victor Wealth Advisors
South Carolina
$434K -$6.93K -270 -2%
BCM
407
Brookstone Capital Management
Illinois
$432K +$10.3K +409 +2%
RW
408
REDW Wealth
New Mexico
$432K -$275K -10,885 -39%
KAS
409
Kestra Advisory Services
Texas
$429K -$11.2K -442 -3%
CP
410
Capital Planning
Washington
$424K +$69.3K +2,745 +20%
FCC
411
Flower City Capital
New York
$421K -$227 -9 -0.1%
GAM
412
Garrison Asset Management
Arkansas
$418K -$5.71K -226 -1%
RF
413
RHS Financial
California
$417K -$89.1K -3,528 -18%
ONB
414
Old National Bancorp
Indiana
$410K – – –
AA
415
Alesco Advisors
New York
$408K -$3.79K -150 -0.9%
GCA
416
Gradient Capital Advisors
California
$407K – – –
CTWM
417
Cherry Tree Wealth Management
Minnesota
$404K +$783 +31 +0.2%
DADC
418
D.A. Davidson & Co
Montana
$403K -$8.08K -320 -2%
VFIC
419
Valley Forge Investment Consultants
Pennsylvania
$403K -$26.2K -1,037 -6%
MWA
420
Motive Wealth Advisors
Michigan
$403K +$58.1K +2,300 +17%
AAS
421
Avantax Advisory Services
Texas
$401K +$20.2K +800 +5%
VAF
422
Values Added Financial
District of Columbia
$399K +$7.3K +289 +2%
EWM
423
Evermay Wealth Management
Virginia
$396K -$1.77K -70 -0.4%
HCA
424
Horan Capital Advisors
Ohio
$393K -$67.9K -2,691 -15%
NB
425
Nicolet Bankshares
Wisconsin
$393K – – –
15 16
17
18 19