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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 %
Deutsche Bank
601
Deutsche Bank
Germany
$68.1K – – –
ST
602
Smithfield Trust
Pennsylvania
$67K – – –
SPIA
603
Steward Partners Investment Advisory
New York
$65.4K -$44.3K -1,754 -40%
Citigroup
604
Citigroup
New York
$62.6K +$13.8K +548 +28%
BCA
605
Bray Capital Advisors
Florida
$60.5K – – –
GJIA
606
Glass Jacobson Investment Advisors
Maryland
$59.5K +$46.5K +1,840 +357%
GIA
607
GHP Investment Advisors
Colorado
$59.2K -$9.97K -395 -14%
FAM
608
Family Asset Management
South Carolina
$55.5K -$18.2K -719 -25%
FF
609
Friedenthal Financial
New Jersey
$54.4K -$354 -14 -0.6%
CPA
610
Clear Point Advisors
New York
$53.9K -$253 -10 -0.5%
HPC
611
HM Payson & Co
Maine
$49.9K – – –
Bessemer Group
612
Bessemer Group
New Jersey
$49K -$1.07K -42 -2%
EFP
613
EnRich Financial Partners
Wisconsin
$48.6K +$48.6K +1,925 New
CPG
614
Custom Portfolio Group
Colorado
$48.1K -$227 -9 -0.5%
LTI
615
Laffer Tengler Investments
Tennessee
$40K +$40K +1,585 New
PFM
616
Phillips Financial Management
Indiana
$39.3K -$3.13K -124 -7%
AFWM
617
Abich Financial Wealth Management
Virginia
$39.2K +$38.5K +1,523 +4,913%
SMA
618
Sage Mountain Advisors
Georgia
$38.3K +$38.3K +1,515 New
EWP
619
Elevation Wealth Partners
California
$36.8K – – –
MAM
620
MMA Asset Management
Pennsylvania
$36K +$36K +1,427 New
UB
621
UMB Bank
Missouri
$35.4K – – –
MJRIC
622
Mogy Joel R Investment Counsel
California
$34.7K +$34.7K +1,374 New
OCM
623
Orion Capital Management
California
$34.3K – – –
TFM
624
TFC Financial Management
Massachusetts
$33K – – –
GI
625
Gradient Investments
Minnesota
$32K +$16.9K +669 +112%
23 24
25
26 27