SCHE icon

Schwab Emerging Markets Equity ETF

735 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 107 funds opening new positions, 256 increasing their positions, 301 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
+63
Holders Change %
+9.38%
% of All Funds
10.77%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.5%
New
107
Increased
256
Reduced
301
Closed
39
Calls
$746K
Puts
$22K
Net Calls
+$724K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
501
Sigma Investment Counselors
Michigan
$284K +$29.9K +1,205 +12%
SIC
502
Salem Investment Counselors
North Carolina
$280K -$62.1K -2,505 -18%
RA
503
Riversedge Advisors
Delaware
$280K -$157K -6,353 -36%
SP
504
Successful Portfolios
Florida
$275K -$10.2K -413 -4%
VWA
505
Valued Wealth Advisors
Utah
$274K +$274K +11,462 New
GC
506
Gilbert & Cook
Iowa
$273K
AF
507
Advisornet Financial
Minnesota
$270K +$53.3K +2,152 +25%
Prudential Financial
508
Prudential Financial
New Jersey
$270K +$11.9K +479 +5%
GWWM
509
Great Waters Wealth Management
Minnesota
$268K +$5.42K +222 +2%
LNC
510
Lincoln National Corp
Pennsylvania
$267K +$21.6K +871 +9%
MIA
511
Milestone Investment Advisors
Wisconsin
$263K -$53.4K -2,155 -17%
SFG
512
Sage Financial Group
Pennsylvania
$263K +$32K +1,290 +14%
SQA
513
Simon Quick Advisors
New Jersey
$262K +$6.74K +272 +3%
IC
514
IEQ Capital
California
$260K +$48.4K +1,954 +23%
Wealthfront Advisers
515
Wealthfront Advisers
California
$253K -$43.9K -1,769 -15%
SSW
516
Stone Summit Wealth
Florida
$252K -$1.39K -56 -0.5%
SF
517
Schaeffer Financial
Maryland
$251K +$251K +10,144 New
RF
518
Rollins Financial
Georgia
$251K -$256K -10,326 -50%
RFA
519
Rollins Financial Advisors
New York
$251K +$251K +10,131 New
MAS
520
Meeder Advisory Services
Ohio
$249K +$249K +10,034 New
GWM
521
GSB Wealth Management
Connecticut
$245K -$2.7K -109 -1%
RPSA
522
Richard P. Slaughter Associates
Texas
$245K +$34K +1,370 +16%
ATC
523
Argent Trust Co
Tennessee
$245K
HL
524
HeadInvest LLC
Maine
$243K -$96.7K -3,900 -28%
WW
525
Waterfront Wealth
Kansas
$243K -$108K -4,367 -31%