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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
1
Charles Schwab Investment Advisory
California
$2.08B
2
Morgan Stanley
2
Morgan Stanley
New York
$89.2M
3
Charles Schwab
3
Charles Schwab
California
$297M
4
SAG
4
SageView Advisory Group
California
$78.4M
5
Cerity Partners
5
Cerity Partners
New York
$13.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.77M
2
Jane Street
2
Jane Street
New York
$1.25M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.16M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.84M
5
MMA
5
Miracle Mile Advisors
California
$6.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
51
Hamilton Capital
Ohio
$11.3M +$154K +6,221 +1%
Osaic Holdings
52
Osaic Holdings
Arizona
$11.1M -$8.84M -356,539 -44%
EWM
53
Empirical Wealth Management
Washington
$10.9M +$1.85M +74,452 +20%
Pathstone Holdings
54
Pathstone Holdings
New Jersey
$10.8M +$10.8M +434,718 New
WCWM
55
Wooster Corthell Wealth Management
Connecticut
$10.7M +$643K +25,918 +6%
Stifel Financial
56
Stifel Financial
Missouri
$10M -$780K -31,466 -7%
NSAM
57
North Star Asset Management
Wisconsin
$9.88M -$1.04M -41,787 -9%
RTL
58
Red Tortoise LLC
Georgia
$9.55M -$439K -17,715 -4%
VWA
59
Visionary Wealth Advisors
Illinois
$9.34M -$257K -10,383 -3%
RWM
60
RKL Wealth Management
Pennsylvania
$9.21M -$71.2K -2,874 -0.8%
CWM
61
Cabot Wealth Management
Massachusetts
$9.16M +$371K +14,953 +4%
CST
62
Charles Schwab Trust
Nevada
$9.14M +$893K +36,005 +11%
VNA
63
Valley National Advisers
Pennsylvania
$9.04M -$70.2K -2,831 -0.8%
SCM
64
Steele Capital Management
Iowa
$8.98M +$8.98M +362,277 New
BWM
65
Boyd Wealth Management
California
$8.96M +$6.2M +250,039 +224%
FEG
66
Fund Evaluation Group
Ohio
$8.8M +$2.9M +117,014 +49%
AA
67
Apriem Advisors
California
$8.68M -$291K -11,723 -3%
NGA
68
Naples Global Advisors
Florida
$8.62M +$90.3K +3,644 +1%
FWM
69
FFT Wealth Management
Pennsylvania
$8.25M +$523K +21,114 +7%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$8.21M +$620K +25,028 +8%
AWC
71
Adamsbrown Wealth Consultants
Kansas
$8.12M +$868K +35,006 +12%
CI
72
CX Institutional
Indiana
$7.86M +$3.65M +147,079 +87%
AFG
73
Arkansas Financial Group
Arkansas
$7.43M -$348K -14,023 -4%
MAM
74
Marotta Asset Management
Virginia
$7.41M -$626K -25,247 -8%
BAMG
75
Brand Asset Management Group
Missouri
$7.36M +$324K +13,065 +5%
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