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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 %
GAM
501
Gould Asset Management
California
$266K -$137K -5,420 -34%
LNC
502
Lincoln National Corp
Pennsylvania
$265K -$6.92K -274 -3%
TNA
503
True North Advisors
Texas
$258K -$65.8K -2,607 -20%
IA
504
IFP Advisors
Florida
$257K -$169K -6,707 -40%
PA
505
Parkside Advisors
California
$256K +$256K +10,142 New
SFG
506
Sage Financial Group
Pennsylvania
$256K -$12.2K -485 -5%
PS
507
Principal Securities
Iowa
$255K +$71.5K +2,830 +39%
SIC
508
Salem Investment Counselors
North Carolina
$252K -$32.9K -1,304 -12%
WTA
509
Washington Trust Advisors
Massachusetts
$252K -$57.8K -2,291 -19%
Fifth Third Bancorp
510
Fifth Third Bancorp
Ohio
$252K -$66.3K -2,626 -21%
Fisher Asset Management
511
Fisher Asset Management
Washington
$251K +$251K +9,939 New
SP
512
Successful Portfolios
Florida
$251K -$29.4K -1,163 -10%
ATC
513
Argent Trust Co
Tennessee
$249K – – –
RWM
514
Ritholtz Wealth Management
New York
$248K -$73.6K -2,913 -23%
GCP
515
Gill Capital Partners
Colorado
$244K +$24.9K +979 +11%
PWG
516
Portside Wealth Group
Utah
$239K +$239K +9,473 New
EAM
517
Empirical Asset Management
Massachusetts
$238K +$8.16K +323 +4%
WIM
518
Warwick Investment Management
Texas
$237K +$17K +673 +8%
PWA
519
Physician Wealth Advisors
Utah
$237K – – –
NF
520
Nikulski Financial
Iowa
$237K -$90K -3,565 -28%
SF
521
Schaeffer Financial
Maryland
$236K -$19.7K -781 -8%
CWM
522
Connecticut Wealth Management
Connecticut
$236K +$2.73K +108 +1%
CI
523
Cordant Inc
Oregon
$233K – – –
LIWM
524
Long Island Wealth Management
New York
$232K +$25 +1 +0%
ES
525
ETF Store
Kansas
$232K +$7.37K +292 +3%
19 20
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