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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 %
BWA
726
BlueSky Wealth Advisors
North Carolina
– -$24.6M -993,881 Closed
TC
727
Trilogy Capital
California
– -$13.8M -556,571 Closed
MAC
728
Mason & Associates (California)
California
– -$4.75M -191,617 Closed
SFA
729
Souders Financial Advisors
Ohio
– -$2.96M -119,259 Closed
ARC
730
Advisor Resource Council
Texas
– -$1.98M -80,052 Closed
YIH
731
Y-Intercept (HK)
Hong Kong
– -$1.47M -59,247 Closed
WCM
732
Winthrop Capital Management
Indiana
– -$1.3M -52,437 Closed
FPCG
733
Fort Pitt Capital Group
Pennsylvania
– -$1.19M -48,116 Closed
ES
734
Eagle Strategies
New York
– -$1.07M -43,099 Closed
SW
735
SteelPeak Wealth
California
– -$838K -33,814 Closed
GBWM
736
Granite Bay Wealth Management
New Hampshire
– -$702K -29,188 Closed
BIP
737
Blueprint Investment Partners
North Carolina
– -$637K -25,678 Closed
AFAS
738
Acorn Financial Advisory Services
Virginia
– -$623K -25,504 Closed
Renaissance Technologies
739
Renaissance Technologies
New York
– -$508K -20,500 Closed
MWM
740
Meridian Wealth Management
Kentucky
– -$416K -16,775 Closed
AWM
741
AE Wealth Management
Kansas
– -$387K -16,005 Closed
EFM
742
Eley Financial Management
Vermont
– -$393K -15,857 Closed
EH
743
Equitable Holdings
New York
– -$344K -13,867 Closed
CIA
744
Capital Investment Advisors
Georgia
– -$316K -12,755 Closed
RFA
745
Rollins Financial Advisors
New York
– -$251K -10,131 Closed
HL
746
HeadInvest LLC
Maine
– -$243K -9,799 Closed
KOC
747
Koss-Olinger Consulting
Florida
– -$242K -9,776 Closed
BFG
748
Berger Financial Group
Minnesota
– -$237K -9,574 Closed
FIA
749
Foundations Investment Advisors
Arizona
– -$224K -9,345 Closed
Millennium Management
750
Millennium Management
New York
– -$227K -9,173 Closed
28 29
30
31 32