SCHE icon

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 %
OCM
451
Objective Capital Management
Ohio
$348K +$38.1K +1,507 +12%
SAM
452
Smithbridge Asset Management
Pennsylvania
$347K -$459K -18,196 -57%
SCM
453
SOL Capital Management
Maryland
$346K -$175K -6,950 -34%
GWA
454
Geometric Wealth Advisors
District of Columbia
$342K +$13.9K +552 +4%
JIR
455
James Investment Research
Ohio
$334K -$13.4K -529 -4%
SPL
456
Smart Portfolios LLC
Washington
$333K +$333K +13,205 New
FCH
457
Freestone Capital Holdings
Washington
$333K +$333K +13,175 New
PAS
458
Park Avenue Securities
New York
$330K -$3.64K -144 -1%
WIA
459
World Investment Advisors
California
$326K -$36.8K -1,457 -10%
MFC
460
Morris Financial Concepts
South Carolina
$324K -$24.8K -983 -7%
AAS
461
Ameritas Advisory Services
Nebraska
$323K +$323K +12,460 New
SA
462
Sunesis Advisors
Kansas
$321K -$1.05M -41,776 -77%
VFA
463
Valeo Financial Advisors
Indiana
$318K +$4.74K +188 +2%
Wealthfront Advisers
464
Wealthfront Advisers
California
$317K +$60.1K +2,382 +23%
AIM
465
Acropolis Investment Management
Missouri
$316K – – –
AR
466
Apeiron RIA
Texas
$315K +$21.1K +834 +7%
Empower Advisory Group
467
Empower Advisory Group
Colorado
$313K -$90.8K -3,596 -22%
FTS
468
Fifth Third Securities
Ohio
$311K -$46.4K -1,837 -13%
IF
469
Ironwood Financial
Arizona
$311K -$25 -1 -0%
KPWS
470
Kestra Private Wealth Services
Texas
$308K -$18.5K -734 -6%
PK
471
Pflug Koory
Nebraska
$304K – – –
MCWS
472
McKinley Carter Wealth Services
West Virginia
$303K -$3.96K -157 -1%
RCM
473
Richardson Capital Management
Wisconsin
$303K +$117K +4,644 +63%
BlackRock
474
BlackRock
New York
$303K +$302K +11,980 +1,198,000%
OFS
475
Oldfather Financial Services
Nebraska
$302K -$6.36K -252 -2%
17 18
19
20 21