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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 %
NC
726
NewSquare Capital
Pennsylvania
$149 – – –
SL
727
Salomon & Ludwin
Virginia
$144 – – –
PP
728
Pacifica Partners
Canada
$98 +$98 +4 New
LFA
729
Level Financial Advisors
New York
$70 – – –
GWSA
730
Global Wealth Strategies & Associates
Colorado
$24 – – –
FGAM
731
Financial Gravity Asset Management
Texas
$21 -$10 – –
BlackRock
732
BlackRock
New York
$21 +$21 +1 New
JCM
733
Jacobsen Capital Management
Utah
– -$7.38M -308,313 Closed
DS
734
DRW Securities
Illinois
– -$7.17M -299,434 Closed
Nomura Asset Management
735
Nomura Asset Management
Japan
– -$1.8M -75,355 Closed
Marshall Wace
736
Marshall Wace
United Kingdom
– -$1.71M -71,472 Closed
TA
737
Trellis Advisors
Washington
– -$1.63M -68,119 Closed
DAS
738
Dynamic Advisor Solutions
Arizona
– -$1.39M -57,949 Closed
SPC
739
Sigma Planning Corp
Michigan
– -$688K -28,721 Closed
Squarepoint
740
Squarepoint
New York
– -$460K -19,209 Closed
BWM
741
Blossom Wealth Management
California
– -$446K -18,625 Closed
HAS
742
HBW Advisory Services
California
– -$369K -15,425 Closed
IWM
743
Integris Wealth Management
California
– -$282K -11,776 Closed
CWM
744
Cadence Wealth Management
Massachusetts
– -$264K -11,008 Closed
KLI
745
Kelman-Lazarov Inc
Tennessee
– -$262K -10,925 Closed
SB
746
Sunflower Bank
Texas
– -$251K -10,472 Closed
CIBC Private Wealth Group
747
CIBC Private Wealth Group
Georgia
– -$250K -10,422 Closed
AAS
748
Ameritas Advisory Services
Nebraska
– -$236K -10,050 Closed
KCPG
749
Kavar Capital Partners Group
Kansas
– -$231K -9,632 Closed
RPC
750
Rossmore Private Capital
Connecticut
– -$227K -9,502 Closed
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