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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

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

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$70.7M
2
Morgan Stanley
Morgan Stanley
New York
+$46.2M
3
Charles Schwab
Charles Schwab
California
+$18.6M
4
SAG
SageView Advisory Group
California
+$16.9M
5
Cerity Partners
Cerity Partners
New York
+$12.7M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$36.7M
2
Jane Street
Jane Street
New York
-$36.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$28.1M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$24.4M
5
MMA
Miracle Mile Advisors
California
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
KOC
526
Koss-Olinger Consulting
Florida
$242K +$2.8K +113 +1%
IIM
527
Ironwood Investment Management
Massachusetts
$239K – – –
BFG
528
Berger Financial Group
Minnesota
$237K +$237K +9,574 New
OSAM
529
O'Shaughnessy Asset Management
Connecticut
$237K +$112K +4,529 +90%
ICG
530
InterOcean Capital Group
Tennessee
$235K +$22.5K +906 +11%
CG
531
Caprock Group
Idaho
$230K -$1.96K -79 -0.8%
FWA
532
FSM Wealth Advisors
Ohio
$229K +$229K +9,248 New
CWM
533
Connecticut Wealth Management
Connecticut
$229K -$7.91K -319 -3%
CI
534
Cordant Inc
Oregon
$228K -$19.3K -778 -8%
PSCM
535
Per Stirling Capital Management
Texas
$228K +$228K +9,201 New
LIWM
536
Long Island Wealth Management
New York
$228K +$228K +9,187 New
Millennium Management
537
Millennium Management
New York
$227K +$227K +9,173 New
PWA
538
Physician Wealth Advisors
Utah
$227K -$19.4K -822 -8%
JWM
539
JFG Wealth Management
Colorado
$227K +$227K +9,141 New
BAM
540
BOS Asset Management
Illinois
$226K +$226K +9,131 New
EAM
541
Empirical Asset Management
Massachusetts
$226K -$3.72K -150 -2%
BRWA
542
B. Riley Wealth Advisors
Florida
$225K -$11.5K -465 -5%
AT
543
Arlington Trust
Alabama
$225K +$225K +9,061 New
PHIC
544
Pine Haven Investment Counsel
Massachusetts
$224K -$4.93K -199 -2%
FIA
545
Foundations Investment Advisors
Arizona
$224K -$108K -4,495 -32%
SI
546
SimpliFi Inc
California
$224K – – –
FMWA
547
Forvis Mazars Wealth Advisors
Missouri
$223K -$394K -15,885 -64%
IFA
548
Index Fund Advisors
California
$222K +$5.45K +220 +3%
KWM
549
Kingsview Wealth Management
Oregon
$221K -$12.6K -509 -5%
NP
550
NorthRock Partners
Minnesota
$221K +$221K +8,896 New
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