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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

735 hedge funds and large institutions have $5.9B invested in Schwab Emerging Markets Equity ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 256 increasing their positions, 301 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
+63
Holders Change %
+9.38%
% of All Funds
10.77%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.5%
New
107
Increased
256
Reduced
301
Closed
39
Calls
$746K
Puts
$22K
Net Calls
+$724K
Net Calls Change
-$284K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$70.7M
2
Morgan Stanley
Morgan Stanley
New York
+$46.2M
3
Charles Schwab
Charles Schwab
California
+$18.6M
4
SAG
SageView Advisory Group
California
+$16.9M
5
Cerity Partners
Cerity Partners
New York
+$12.7M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$36.7M
2
Jane Street
Jane Street
New York
-$36.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$28.1M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$24.4M
5
MMA
Miracle Mile Advisors
California
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
451
Rehmann Capital Advisory Group
Michigan
$370K +$11.3K +455 +3%
CAG
452
Curtis Advisory Group
California
$369K -$779K -31,431 -68%
SFS
453
Summit Financial Strategies
Ohio
$368K -$3.62K -146 -1%
S
454
SignatureFD
Georgia
$366K -$27.6K -1,112 -7%
CAG
455
Csenge Advisory Group
Florida
$363K +$19.5K +785 +6%
WIA
456
World Investment Advisors
California
$356K +$356K +14,352 New
AA
457
Advisory Alpha
Michigan
$354K +$354K +14,290 New
FTS
458
Fifth Third Securities
Ohio
$351K -$432K -17,431 -55%
CP
459
Capital Planning
Washington
$348K +$348K +14,058 New
EH
460
Equitable Holdings
New York
$344K -$43.8K -1,766 -11%
MFC
461
Morris Financial Concepts
South Carolina
$343K -$645 -26 -0.2%
JIR
462
James Investment Research
Ohio
$341K -$64.8K -2,614 -16%
DPI
463
Diversified Portfolios Inc
Michigan
$340K -$171K -6,899 -33%
MWA
464
Motive Wealth Advisors
Michigan
$338K – – –
SEI Investments
465
SEI Investments
Pennsylvania
$336K -$2.83K -114 -0.8%
PAS
466
Park Avenue Securities
New York
$328K +$19.5K +784 +6%
GWA
467
Geometric Wealth Advisors
District of Columbia
$322K +$20.1K +810 +7%
NF
468
Nikulski Financial
Iowa
$321K -$38.1K -1,535 -11%
KPWS
469
Kestra Private Wealth Services
Texas
$320K +$37.2K +1,501 +13%
TNA
470
True North Advisors
Texas
$318K +$52.6K +2,122 +20%
CL
471
Choreo LLC
Illinois
$317K -$121K -4,874 -28%
CIA
472
Capital Investment Advisors
Georgia
$316K +$99.5K +4,015 +46%
RWM
473
Ritholtz Wealth Management
New York
$316K +$316K +12,734 New
CB
474
Commerce Bank
Missouri
$314K +$314K +12,683 New
SWA
475
Stratos Wealth Advisors
Ohio
$313K +$3.5K +141 +1%
17 18
19
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