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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

734 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 106 funds opening new positions, 256 increasing their positions, 301 reducing their positions, and 39 closing their positions.

Holders
734
Holders Change
+62
Holders Change %
+9.23%
% of All Funds
10.76%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.5%
New
106
Increased
256
Reduced
301
Closed
39
Calls
$746K
Puts
$22K
Net Calls
+$724K
Net Calls Change
-$284K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.08B
2
Morgan Stanley
2
Morgan Stanley
New York
$89.2M
3
Charles Schwab
3
Charles Schwab
California
$297M
4
SAG
4
SageView Advisory Group
California
$78.4M
5
Cerity Partners
5
Cerity Partners
New York
$13.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.77M
2
Jane Street
2
Jane Street
New York
$1.25M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.16M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.84M
5
MMA
5
Miracle Mile Advisors
California
$6.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
RRWA
26
Rainey & Randall Wealth Advisors
Florida
$23.6M +$807K +32,550 +4%
OWM
27
Orgel Wealth Management
Wisconsin
$22.6M +$2.26M +91,121 +11%
JFG
28
JMG Financial Group
Illinois
$22.5M -$1.54M -62,069 -6%
Corient Private Wealth
29
Corient Private Wealth
Florida
$22.1M +$542K +21,862 +3%
WANY
30
Wealthspire Advisors (New York)
New York
$21.5M +$571K +23,050 +3%
Wells Fargo
31
Wells Fargo
California
$19.6M +$1.61M +64,914 +9%
UBS Group
32
UBS Group
Switzerland
$19.6M +$2.58M +104,202 +15%
BP
33
Ballentine Partners
Massachusetts
$18.7M -$248K -9,996 -1%
SCM
34
SCS Capital Management
Massachusetts
$17.8M -$47.2K -1,903 -0.3%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$16.5M +$660K +26,608 +4%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$16.5M -$531K -21,402 -3%
HSA
37
HBK Sorce Advisory
Pennsylvania
$16.3M +$1.71M +68,846 +12%
CCA
38
Clearwater Capital Advisors
Illinois
$15M +$459K +18,518 +3%
CAM
39
Cresset Asset Management
Illinois
$14.5M -$419K -16,909 -3%
I
40
INVST
Indiana
$14.4M +$659K +26,898 +5%
TC
41
Trilogy Capital
California
$13.8M +$1.12M +45,025 +9%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$13.5M +$682K +27,506 +5%
Cerity Partners
43
Cerity Partners
New York
$13.1M +$12.7M +9,372,497 +2,551%
LPL Financial
44
LPL Financial
California
$12.5M -$79.3K -3,197 -0.6%
GC
45
Garde Capital
Washington
$12.2M +$3.28M +132,430 +37%
LSAG
46
Lake Street Advisors Group
New Hampshire
$12M -$1.97M -79,282 -14%
TCM
47
Towercrest Capital Management
Pennsylvania
$12M -$95.7K -3,860 -0.8%
AWMG
48
Alliance Wealth Management Group
New Jersey
$12M +$12M +482,926 New
PCIA
49
Prime Capital Investment Advisors
Kansas
$11.8M +$338K +13,617 +3%
SWRP
50
Summit Wealth & Retirement Planning
California
$11.4M +$273K +11,010 +2%
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