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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 %
KFI
676
Key Financial Inc
Pennsylvania
$5.91K – – –
LWA
677
Lowe Wealth Advisors
Maryland
$5.58K – – –
RP
678
Rice Partnership
Hawaii
$5.48K +$5.48K +217 New
BHWM
679
Beaird Harris Wealth Management
Texas
$5.28K – – –
WWM
680
Wagner Wealth Management
South Carolina
$5K +$1.04K +41 +26%
CP
681
Castleview Partners
Texas
$4.72K +$1.97K +78 +72%
ME
682
McIlrath & Eck
Washington
$4.42K – – –
CB
683
CNB Bank
Pennsylvania
$4.37K +$4.37K +173 New
CPG
684
Cornerstone Planning Group
New Jersey
$4.03K +$4.03K +153 New
EWA
685
EverSource Wealth Advisors
Alabama
$3.82K -$23.8K -936 -86%
HNB
686
Huntington National Bank
Ohio
$3.64K – – –
KA
687
Kozak & Associates
Colorado
$3.62K +$3.62K +134 New
AIC
688
Archer Investment Corporation
Indiana
$3.46K – – –
FFWA
689
FRG Family Wealth Advisors
Washington
$3.18K +$3.18K +125 New
DCM
690
Davis Capital Management
Florida
$3.12K -$837 -33 -21%
DAM
691
Delta Asset Management
Tennessee
$2.8K – – –
AA
692
Atmos Advisory
Pennsylvania
$2.65K – – –
DF
693
Dunhill Financial
United Kingdom
$2.6K +$2.6K +103 New
WAG
694
Wiser Advisor Group
Arizona
$2.57K -$25 -1 -1%
DF
695
DecisionPoint Financial
Arizona
$2.56K +$2.56K +100 New
SWA
696
SOA Wealth Advisors
New York
$2.53K – – –
FGAM
697
Financial Gravity Asset Management
Texas
$2.5K +$2.5K +98 New
NRG
698
Nemes Rush Group
Michigan
$2.3K +$2.3K +91 New
GWM
699
Guardian Wealth Management
Illinois
$2.11K -$24.3K -959 -92%
WPWM
700
Western Pacific Wealth Management
Illinois
$2.1K +$2.1K +83 New
26 27
28
29 30