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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 %
LSAG
51
Lake Street Advisors Group
New Hampshire
$11.9M -$304K -12,048 -2%
WCWM
52
Wooster Corthell Wealth Management
Connecticut
$11.4M +$462K +18,293 +4%
Pathstone Holdings
53
Pathstone Holdings
New Jersey
$11.2M +$266K +10,554 +2%
CST
54
Charles Schwab Trust
Nevada
$11.2M +$1.89M +75,003 +20%
GC
55
Garde Capital
Washington
$11.1M -$1.29M -51,225 -10%
HFS
56
Hantz Financial Services
Michigan
$10.2M -$19M -754,412 -65%
VNA
57
Valley National Advisers
Pennsylvania
$9.5M +$284K +11,257 +3%
CWM
58
Cabot Wealth Management
Massachusetts
$9.31M -$23.1K -915 -0.2%
NGA
59
Naples Global Advisors
Florida
$9.29M +$518K +20,529 +6%
NSAM
60
North Star Asset Management
Wisconsin
$9.13M -$935K -37,026 -9%
RWM
61
RKL Wealth Management
Pennsylvania
$8.88M -$502K -19,870 -5%
FEG
62
Fund Evaluation Group
Ohio
$8.81M -$148K -5,862 -2%
SCM
63
Steele Capital Management
Iowa
$8.8M -$343K -13,567 -4%
RTL
64
Red Tortoise LLC
Georgia
$8.63M -$1.1M -43,618 -11%
AA
65
Apriem Advisors
California
$8.6M -$240K -9,506 -3%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$8.56M +$198K +7,853 +2%
AWC
67
Adamsbrown Wealth Consultants
Kansas
$8.47M +$201K +7,955 +2%
VWA
68
Visionary Wealth Advisors
Illinois
$8.32M -$1.2M -47,446 -13%
MWM
69
MorganRosel Wealth Management
Colorado
$7.85M +$675K +26,746 +9%
BAMG
70
Brand Asset Management Group
Missouri
$7.77M +$271K +10,729 +4%
HA
71
HC Advisors
Georgia
$7.76M +$1.67M +65,997 +27%
WA
72
Waverly Advisors
Alabama
$7.65M +$7.65M +303,046 New
WPC
73
Wedmont Private Capital
Pennsylvania
$7.51M +$168K +6,493 +2%
CC
74
Callan Capital
California
$7.36M +$157K +6,229 +2%
AFG
75
Arkansas Financial Group
Arkansas
$7.34M -$235K -9,316 -3%
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