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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.

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 %
SFA
76
Seneca Financial Advisors
New York
$7.2M -$243K -9,630 -3%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$7.19M +$672K +26,611 +10%
MAM
78
Marotta Asset Management
Virginia
$6.76M -$783K -30,996 -10%
TCM
79
TruNorth Capital Management
Michigan
$6.66M +$6.66M +263,792 New
BA
80
Ballast Advisors
Minnesota
$6.64M +$664K +26,307 +11%
Stifel Financial
81
Stifel Financial
Missouri
$6.5M -$3.69M -145,972 -36%
BCM
82
Boltwood Capital Management
California
$6.46M +$261K +10,320 +4%
HFP
83
Holistic Financial Partners
Indiana
$6.45M +$38.6K +1,528 +0.6%
GWM
84
Geneos Wealth Management
Colorado
$6.36M +$233K +9,212 +4%
BCMO
85
Buckingham Capital Management (Ohio)
Ohio
$6.32M +$219K +8,666 +4%
OFP
86
OLIO Financial Planning
Virginia
$6.1M -$54K -2,186 -0.9%
SG
87
Strid Group
Pennsylvania
$6.07M -$541K -21,439 -8%
CWA
88
Consilium Wealth Advisory
Texas
$5.92M -$351K -13,910 -6%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$5.92M +$272K +10,757 +5%
ACA
90
Ackerman Capital Advisors
Texas
$5.92M -$37K -1,467 -0.6%
SWM
91
SigFig Wealth Management
California
$5.82M +$290K +16,921 +5%
RIM
92
Rockbridge Investment Management
New York
$5.77M -$43.1K -1,706 -0.7%
SFG
93
SNS Financial Group
Minnesota
$5.7M -$396K -15,665 -6%
CMP
94
Courage Miller Partners
Virginia
$5.58M +$77.4K +3,065 +1%
SFA
95
Sequoia Financial Advisors
Ohio
$5.56M -$449K -17,777 -7%
BSW
96
Buckingham Strategic Wealth
Missouri
$5.5M +$122K +4,816 +2%
MSFS
97
Main Street Financial Solutions
Pennsylvania
$5.47M +$475K +18,814 +10%
ULWM
98
Upper Left Wealth Management
Florida
$5.38M +$289K +11,461 +6%
FIM
99
Freedom Investment Management
Connecticut
$5.29M -$185K -7,314 -3%
NFG
100
Nations Financial Group
Iowa
$5.26M +$381K +15,078 +8%
2 3
4
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