SCHE icon

Schwab Emerging Markets Equity ETF

752 hedge funds and large institutions have $4.51B invested in Schwab Emerging Markets Equity ETF in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 314 increasing their positions, 270 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+28
Holders Change %
+3.87%
% of All Funds
10.01%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.39%
New
85
Increased
314
Reduced
270
Closed
38
Calls
$642K
Puts
$8K
Net Calls
+$634K
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Shares
Change %
WANY
26
Wealthspire Advisors (New York)
New York
$25M +$1.07M +40,096 +4%
Corient Private Wealth
27
Corient Private Wealth
Florida
$24M -$233K -8,731 -1%
US Bancorp
28
US Bancorp
Minnesota
$23.7M -$77.9M -2,923,974 -77%
Cerity Partners
29
Cerity Partners
New York
$23.2M +$728K +27,301 +3%
BEI
30
Benjamin Edwards Inc
Missouri
$21.2M +$909K +34,152 +4%
OMC
31
Old Mission Capital
Illinois
$20.7M +$20.7M +778,589 New
Jane Street
32
Jane Street
New York
$19.8M +$19.6M +736,329 +10,534%
HSA
33
HBK Sorce Advisory
Pennsylvania
$19.2M +$4.22M +158,442 +28%
SA
34
Sanctuary Advisors
Indiana
$19.1M +$601K +22,060 +3%
BP
35
Ballentine Partners
Massachusetts
$19.1M -$556K -20,861 -3%
CCA
36
Clearwater Capital Advisors
Illinois
$18.5M +$587K +22,053 +3%
UBS Group
37
UBS Group
Switzerland
$18.2M -$1.09M -41,079 -6%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$17.7M +$260K +9,780 +1%
SCM
39
SCS Capital Management
Massachusetts
$16.1M -$630K -23,667 -4%
EWM
40
Empirical Wealth Management
Washington
$15.7M +$670K +25,170 +4%
CST
41
Charles Schwab Trust
Nevada
$14.9M +$870K +32,664 +6%
SWRP
42
Summit Wealth & Retirement Planning
California
$14.2M +$194K +7,301 +1%
LPL Financial
43
LPL Financial
California
$13.7M +$830K +31,168 +6%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$13.6M -$474K -17,784 -3%
AWMG
45
Alliance Wealth Management Group
New Jersey
$13.4M +$184K +6,911 +1%
TCM
46
Towercrest Capital Management
Pennsylvania
$13.4M +$184K +6,911 +1%
LSAG
47
Lake Street Advisors Group
New Hampshire
$13.3M -$225K -8,446 -2%
FEG
48
Fund Evaluation Group
Ohio
$13.3M +$4.12M +154,819 +45%
KFC
49
Klingenstein Fields & Co
New York
$13.2M -$13.3M -497,591 -50%
RDIA
50
RE Dickinson Investment Advisors
Iowa
$12.9M +$2.16M +8,108 +20%