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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

734 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 106 funds opening new positions, 256 increasing their positions, 301 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+62
Holders Change %
+9.23%
% of All Funds
10.76%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.5%
New
106
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
$2.08B
2
Morgan Stanley
Morgan Stanley
New York
$89.2M
3
Charles Schwab
Charles Schwab
California
$297M
4
SAG
SageView Advisory Group
California
$78.4M
5
Cerity Partners
Cerity Partners
New York
$13.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.77M
2
Jane Street
Jane Street
New York
$1.25M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.16M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.84M
5
MMA
Miracle Mile Advisors
California
$6.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
701
Davis Capital Management
Florida
$3.87K +$3.87K +156 New
GEA
702
Glen Eagle Advisors
New Jersey
$3.8K +$1.39K +56 +58%
AIC
703
Archer Investment Corporation
Indiana
$3.4K – – –
MFT
704
Moisand Fitzgerald Tamayo
Florida
$2.95K +$2.95K +119 New
DAM
705
Delta Asset Management
Tennessee
$2.75K – – –
CP
706
Castleview Partners
Texas
$2.7K -$7.51K -303 -74%
AA
707
Atmos Advisory
Pennsylvania
$2.6K – – –
WAG
708
Wiser Advisor Group
Arizona
$2.53K +$2.53K +102 New
SWA
709
SOA Wealth Advisors
New York
$2.48K – – –
WOC
710
West Oak Capital
California
$2K +$2K +86 New
CWC
711
Carolinas Wealth Consulting
North Carolina
$1.84K +$50 +2 +3%
KFS
712
Kelly Financial Services
Massachusetts
$1.36K +$50 +2 +4%
LC
713
Lindbrook Capital
California
$1.19K – – –
BLC
714
Brown, Lisle/Cummings
Rhode Island
$1.17K – – –
AW
715
Avion Wealth
Texas
$1K -$65.8K -2,500 -99%
TFA
716
Transamerica Financial Advisors
Florida
$1K – – –
CMP
717
Coston McIsaac & Partners
Maine
$1K +$31 +2 +3%
UIA
718
Ulland Investment Advisors
Minnesota
$1K +$1K +54 New
TCOV
719
Trust Company of Vermont
Vermont
$818 – – –
AFWM
720
Abich Financial Wealth Management
Virginia
$768 +$768 +31 New
MCA
721
Maryland Capital Advisors
Maryland
$546 – – –
NG
722
NWK Group
California
$521 – – –
AGWCA
723
Annis Gardner Whiting Capital Advisors
Florida
$473 +$473 +19 New
SC
724
Stephens Consulting
Michigan
$472 +$472 +19 New
NB
725
NBT Bank
New York
$198 +$198 +8 New
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