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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 %
CG
526
Caprock Group
Idaho
$231K -$2.42K -96 -1%
JWM
527
JFG Wealth Management
Colorado
$231K – – –
AA
528
Advisory Alpha
Michigan
$230K -$131K -5,169 -36%
CIBC Private Wealth Group
529
CIBC Private Wealth Group
Georgia
$230K +$230K +9,080 New
BEI
530
Benjamin Edwards Inc
Missouri
$229K +$22.8K +904 +11%
AT
531
Arlington Trust
Alabama
$229K – – –
BRWA
532
B. Riley Wealth Advisors
Florida
$228K +$11.1K +465 +5%
FMWA
533
Forvis Mazars Wealth Advisors
Missouri
$227K – – –
GWWM
534
Great Waters Wealth Management
Minnesota
$226K -$51.2K -2,028 -18%
NP
535
NorthRock Partners
Minnesota
$223K -$1.62K -64 -0.7%
JIC
536
Johnson Investment Counsel
Ohio
$223K +$223K +8,820 New
IIM
537
Ironwood Investment Management
Massachusetts
$219K -$24.5K -970 -10%
PCMF
538
Private Capital Management (Florida)
Florida
$219K – – –
PHIC
539
Pine Haven Investment Counsel
Massachusetts
$219K -$9.65K -382 -4%
WKWM
540
Walter & Keenan Wealth Management
Indiana
$218K – – –
WW
541
Waterfront Wealth
Kansas
$218K -$32.5K -1,271 -13%
BAAM
542
Baker Avenue Asset Management
California
$217K – – –
TCM
543
Twele Capital Management
Minnesota
$216K +$9.22K +365 +4%
MAS
544
Meeder Advisory Services
Ohio
$215K -$38.1K -1,507 -15%
ECM
545
Evergreen Capital Management
Washington
$210K -$202 -8 -0.1%
PA
546
PFG Advisors
Arizona
$210K -$4.9K -194 -2%
PFP
547
Pinnacle Financial Partners
Tennessee
$209K – – –
DAS
548
Dynamic Advisor Solutions
Arizona
$208K +$208K +8,250 New
HI
549
Harbour Investments
Wisconsin
$208K +$20.3K +805 +11%
OSAM
550
O'Shaughnessy Asset Management
Connecticut
$208K -$33.1K -1,309 -14%
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