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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 %
RRWA
26
Rainey & Randall Wealth Advisors
Florida
$24.7M +$619K +24,509 +3%
Wells Fargo
27
Wells Fargo
California
$23.8M +$3.85M +152,550 +19%
JFG
28
JMG Financial Group
Illinois
$23.4M +$519K +20,550 +2%
OMC
29
Old Mission Capital
Illinois
$23.1M +$20.2M +798,250 +693%
Corient Private Wealth
30
Corient Private Wealth
Florida
$22.6M +$102K +4,029 +0.5%
WANY
31
Wealthspire Advisors (New York)
New York
$21.9M +$15.3K +605 +0.1%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$19.6M +$2.73M +108,195 +16%
UBS Group
33
UBS Group
Switzerland
$19.2M -$752K -29,795 -4%
BP
34
Ballentine Partners
Massachusetts
$19M -$62.3K -2,468 -0.3%
SCM
35
SCS Capital Management
Massachusetts
$17.8M -$277K -10,981 -2%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$16.5M -$265K -10,480 -2%
CCA
37
Clearwater Capital Advisors
Illinois
$16.3M +$1.07M +42,266 +7%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$16.1M +$2.43M +96,080 +18%
I
39
INVST
Indiana
$15.9M +$929K +36,662 +6%
CAM
40
Cresset Asset Management
Illinois
$15.1M +$377K +14,918 +3%
PCIA
41
Prime Capital Investment Advisors
Kansas
$14.7M +$2.63M +104,065 +22%
HSA
42
HBK Sorce Advisory
Pennsylvania
$14.3M -$2.31M -91,361 -14%
FTUS
43
Flow Traders U.S.
New York
$14.2M +$12.3M +487,578 +643%
Cerity Partners
44
Cerity Partners
New York
$13.2M -$233M -9,218,309 -95%
AWMG
45
Alliance Wealth Management Group
New Jersey
$12.8M +$562K +22,274 +5%
TCM
46
Towercrest Capital Management
Pennsylvania
$12.8M +$562K +22,274 +5%
EWM
47
Empirical Wealth Management
Washington
$12.4M +$1.26M +49,732 +11%
Osaic Holdings
48
Osaic Holdings
Arizona
$12.3M +$996K +39,451 +9%
SWRP
49
Summit Wealth & Retirement Planning
California
$12.1M +$450K +17,829 +4%
LPL Financial
50
LPL Financial
California
$12M -$690K -27,315 -5%
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