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Schwab Emerging Markets Equity ETF
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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 %
BAM
751
BOS Asset Management
Illinois
– -$226K -9,131 Closed
IFA
752
Index Fund Advisors
California
– -$222K -8,971 Closed
KWM
753
Kingsview Wealth Management
Oregon
– -$221K -8,905 Closed
TWM
754
Thrive Wealth Management
Pennsylvania
– -$213K -8,588 Closed
HIP
755
HUB Investment Partners
Texas
– -$209K -8,436 Closed
SVWAG
756
Sound View Wealth Advisors Group
Georgia
– -$204K -8,218 Closed
TA
757
TrueWealth Advisors
Alabama
– -$202K -8,148 Closed
PS
758
Planned Solutions
California
– -$183K -7,373 Closed
ASN
759
Advisory Services Network
Georgia
– -$142K -5,748 Closed
FWM
760
Focused Wealth Management
New York
– -$91.4K -3,688 Closed
LPP
761
Life Planning Partners
Florida
– -$61.1K -2,466 Closed
SIS
762
Sound Income Strategies
Florida
– -$46.3K -1,867 Closed
BWM
763
BKM Wealth Management
Wisconsin
– -$45.7K -1,845 Closed
FA
764
Faithward Advisors
Pennsylvania
– -$31.2K -1,306 Closed
JFGIW
765
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$26K -1,049 Closed
CCM
766
Chilton Capital Management
Texas
– -$18.6K -750 Closed
AWM
767
Able Wealth Management
New Jersey
– -$15.4K -622 Closed
SA
768
Scarborough Advisors
Maryland
– -$15.4K -620 Closed
AA
769
Addison Advisors
Vermont
– -$10.3K -415 Closed
BCPWM
770
Bradley & Co Private Wealth Management
Florida
– -$9.05K -365 Closed
MSWM
771
McGlone Suttner Wealth Management
Wisconsin
– -$8.8K -355 Closed
Simplex Trading
772
Simplex Trading
Illinois
– -$5K -211 Closed
AC
773
AlphaCore Capital
California
– -$4.17K -168 Closed
MFT
774
Moisand Fitzgerald Tamayo
Florida
– -$2.95K -119 Closed
WOC
775
West Oak Capital
California
– -$2K -86 Closed
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