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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

756 hedge funds and large institutions have $4.37B invested in Schwab Emerging Markets Equity ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 282 increasing their positions, 305 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+5
Holders Change %
+0.67%
% of All Funds
10.14%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.4%
New
68
Increased
282
Reduced
305
Closed
47
Calls
$835K
Puts
–
Net Calls
+$835K
Net Calls Change
+$5K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$111M
2
Corient Private Wealth
Corient Private Wealth
Florida
$79.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$37.9M
4
AC
AlphaCore Capital
California
$9.92M
5
IWM
IHT Wealth Management
Illinois
$9.77M

Top Sellers

1
WA
Waterford Advisors
New York
$1.23M
2
CCA
Clearwater Capital Advisors
Illinois
$866K
3
Financial Engines Advisors
Financial Engines Advisors
California
$531M
4
Creative Planning
Creative Planning
Kansas
$589M
5
OMC
Old Mission Capital
Illinois
$388K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
26
BlueSky Wealth Advisors
North Carolina
$35.5M +$1.25M +41,329 +4%
JFG
27
JMG Financial Group
Illinois
$31.9M +$3.91M +129,738 +14%
RRWA
28
Rainey & Randall Wealth Advisors
Florida
$31.5M -$174K -5,761 -0.5%
ML
29
McAdam LLC
Pennsylvania
$30.7M -$2.33M -77,438 -7%
FEG
30
Fund Evaluation Group
Ohio
$27.7M -$378K -12,525 -1%
Cerity Partners
31
Cerity Partners
New York
$25.3M -$1.07M -35,644 -4%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$23.4M +$811K +26,894 +4%
SCM
33
SCS Capital Management
Massachusetts
$22.6M +$468K +15,523 +2%
BP
34
Ballentine Partners
Massachusetts
$21.4M +$12.1K +402 +0.1%
BEI
35
Benjamin Edwards Inc
Missouri
$21.2M +$949K +31,477 +5%
UBS Group
36
UBS Group
Switzerland
$20.7M +$209K +6,925 +1%
EWM
37
Empirical Wealth Management
Washington
$20M +$274K +9,103 +1%
CST
38
Charles Schwab Trust
Nevada
$18.4M -$44.8K -1,485 -0.2%
SWRP
39
Summit Wealth & Retirement Planning
California
$17.6M +$818K +27,154 +5%
AWMG
40
Alliance Wealth Management Group
New Jersey
$15.7M -$345K -11,453 -2%
TCM
41
Towercrest Capital Management
Pennsylvania
$15.7M -$345K -11,453 -2%
PPH
42
Pure Portfolios Holdings
Oregon
$14.9M +$175K +5,794 +1%
WA
43
Waverly Advisors
Alabama
$14.7M +$41.1K +1,363 +0.3%
KFC
44
Klingenstein Fields & Co
New York
$14M -$766K -25,416 -5%
WCWM
45
Wooster Corthell Wealth Management
Connecticut
$13.7M -$158K -5,250 -1%
Osaic Holdings
46
Osaic Holdings
Arizona
$13.5M -$1.8M -63,965 -12%
Pathstone Holdings
47
Pathstone Holdings
New Jersey
$13.4M -$111K -6,072 -0.8%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$13.3M +$790K +26,212 +6%
LPL Financial
49
LPL Financial
California
$13.2M -$1.68M -55,643 -11%
NGA
50
Naples Global Advisors
Florida
$13.2M +$582K +19,324 +5%
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