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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

725 hedge funds and large institutions have $4.09B invested in Schwab Emerging Markets Equity ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 259 increasing their positions, 305 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+6
Holders Change %
+0.83%
% of All Funds
10.49%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.48%
New
54
Increased
259
Reduced
305
Closed
39
Calls
$817K
Puts
$6K
Net Calls
+$811K
Net Calls Change
+$450K

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$110M
2
BEI
Benjamin Edwards Inc
Missouri
+$22M
3
HighTower Advisors
HighTower Advisors
Illinois
+$15.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$11.7M
5
SA
Sanctuary Advisors
Indiana
+$10.6M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$2.63B
2
Creative Planning
Creative Planning
Kansas
-$26.5M
3
TCM
Tradewinds Capital Management
Washington
-$18.2M
4
OMC
Old Mission Capital
Illinois
-$12.2M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
401
Orion Portfolio Solutions
Nebraska
$530K +$90.9K +3,116 +21%
SFP
402
Sterling Financial Planning
New Jersey
$526K -$32.6K -1,118 -6%
GAM
403
Garrison Asset Management
Arkansas
$524K +$43.5K +1,490 +9%
EGWAG
404
Elwood & Goetz Wealth Advisory Group
Georgia
$521K +$3.01K +103 +0.6%
BP
405
BWM Planning
Texas
$520K +$520K +17,828 New
AWM
406
Act Wealth Management
Texas
$520K +$11.7K +400 +2%
Lido Advisors
407
Lido Advisors
California
$518K -$192K -6,575 -27%
LFA
408
Laraway Financial Advisors
Minnesota
$516K -$21.9K -750 -4%
BCM
409
Brookstone Capital Management
Illinois
$515K -$22.6K -773 -4%
MA
410
Modus Advisors
Minnesota
$511K -$13.5K -463 -3%
BWP
411
Balboa Wealth Partners
Arizona
$508K +$84K +2,880 +20%
CCM
412
Coldstream Capital Management
Washington
$506K +$506K +17,335 New
RW
413
REDW Wealth
New Mexico
$497K -$3.15K -108 -0.6%
KNFPWM
414
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$496K -$149K -5,095 -23%
BBPWM
415
Blue Bell Private Wealth Management
Pennsylvania
$494K -$934 -32 -0.2%
AIM
416
Acropolis Investment Management
Missouri
$489K +$59.5K +2,040 +14%
SEI Investments
417
SEI Investments
Pennsylvania
$488K +$59.4K +2,037 +14%
SAI
418
Savvy Advisors Inc
New York
$482K -$17.6K -602 -4%
SP
419
SWS Partners
Ohio
$481K +$6.45K +221 +1%
MWM
420
Meridian Wealth Management
Kentucky
$479K +$479K +16,418 New
HIGP
421
Hill Investment Group Partners
Missouri
$479K – – –
DPI
422
Diversified Portfolios Inc
Michigan
$476K +$25.9K +886 +6%
MAS
423
Meeder Advisory Services
Ohio
$475K +$181K +6,192 +61%
EFS
424
Econ Financial Services
Pennsylvania
$474K -$458K -15,696 -49%
ONB
425
Old National Bancorp
Indiana
$474K -$6.27K -215 -1%
15 16
17
18 19