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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 %
IWM
426
IHT Wealth Management
Illinois
$392K -$15.3K -607 -4%
LP
427
LGL Partners
Pennsylvania
$391K – – –
RCAG
428
Rehmann Capital Advisory Group
Michigan
$390K +$13.7K +541 +4%
WFA
429
Wade Financial Advisory
California
$390K -$68.1K -2,696 -15%
SAI
430
Savvy Advisors Inc
New York
$385K +$77.5K +3,070 +25%
SFS
431
Summit Financial Strategies
Ohio
$381K +$6.87K +272 +2%
SAM
432
SignalPoint Asset Management
Missouri
$381K -$11.2K -442 -3%
PCMC
433
Private Capital Management (Colorado)
Colorado
$380K -$34.7K -1,374 -8%
S
434
SignatureFD
Georgia
$379K +$5.86K +232 +2%
BCI
435
Brinker Capital Investments
Pennsylvania
$378K +$80.9K +3,203 +27%
OPS
436
Orion Portfolio Solutions
Nebraska
$378K +$80.9K +3,203 +27%
FFA
437
Farther Finance Advisors
California
$378K -$339K -13,390 -47%
EWA
438
Exencial Wealth Advisors
Oklahoma
$373K -$5.13K -203 -1%
SWM
439
Spire Wealth Management
Virginia
$373K +$55.6K +2,204 +18%
CWG
440
Cornerstone Wealth Group
North Carolina
$372K +$372K +14,716 New
IAN
441
Integrated Advisors Network
Texas
$370K -$16.7K -663 -4%
SSWM
442
Sheets Smith Wealth Management
North Carolina
$365K -$4.32M -171,136 -92%
CAG
443
Curtis Advisory Group
California
$364K -$12.6K -499 -3%
PCA
444
Prosperity Capital Advisors
Ohio
$361K +$48.6K +1,923 +16%
DPI
445
Diversified Portfolios Inc
Michigan
$356K +$10.4K +412 +3%
CAG
446
Csenge Advisory Group
Florida
$356K -$14.1K -558 -4%
SEI Investments
447
SEI Investments
Pennsylvania
$355K +$12.7K +501 +4%
PFA
448
Pure Financial Advisors
California
$354K -$29.6K -1,173 -8%
AA
449
Ancora Advisors
Ohio
$353K -$27.1K -1,073 -7%
SWA
450
Stratos Wealth Advisors
Ohio
$349K +$30.3K +1,199 +9%
16 17
18
19 20