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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

757 hedge funds and large institutions have $4.37B invested in Schwab Emerging Markets Equity ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 283 increasing their positions, 305 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
10.15%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.4%
New
68
Increased
283
Reduced
305
Closed
47
Calls
$835K
Puts
–
Net Calls
+$835K
Net Calls Change
+$5K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$51.7M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$50.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$12.8M
4
AC
AlphaCore Capital
California
+$9.91M
5
IWM
IHT Wealth Management
Illinois
+$9.16M

Top Sellers

1
WA
Waterford Advisors
New York
-$20.5B
2
CCA
Clearwater Capital Advisors
Illinois
-$20.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$16.6M
4
Creative Planning
Creative Planning
Kansas
-$16.6M
5
OMC
Old Mission Capital
Illinois
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
101
LifePlan Investment Advisors
North Carolina
$5.42M -$75.5K -2,506 -1%
PWM
102
Power Wealth Management
Georgia
$5.42M +$113K +3,741 +2%
RIM
103
Rockbridge Investment Management
New York
$5.38M -$99K -3,284 -2%
WA
104
WBH Advisory
Maryland
$5.35M -$631K -20,933 -11%
CI
105
CX Institutional
Indiana
$5.25M – – –
BPA
106
Beacon Pointe Advisors
California
$5.2M +$103K +3,408 +2%
PA
107
Parallel Advisors
California
$5.03M +$3.59K +119 +0.1%
JF
108
Joule Financial
Kentucky
$5.03M +$62.2K +2,065 +1%
JWA
109
JFS Wealth Advisors
Pennsylvania
$5.02M -$152K -5,058 -3%
PIMG
110
Patriot Investment Management Group
Tennessee
$4.98M -$94.2K -3,126 -2%
RWP
111
RWA Wealth Partners
Massachusetts
$4.92M +$15.8K +525 +0.3%
BAM
112
Berkshire Asset Management
Pennsylvania
$4.91M +$13.6K +452 +0.3%
BA
113
Brightwater Advisory
Florida
$4.85M -$24.6K -816 -0.5%
CCWA
114
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.84M +$3.06M +101,656 +172%
MCM
115
MAI Capital Management
Ohio
$4.77M +$641K +21,281 +16%
ULWM
116
Upper Left Wealth Management
Florida
$4.72M +$146K +4,843 +3%
BSB
117
Bangor Savings Bank
Maine
$4.71M -$107K -3,535 -2%
MAM
118
Marotta Asset Management
Virginia
$4.68M -$1.55M -51,372 -25%
JFGLC
119
Johnson Financial Group LLC (Colorado)
Colorado
$4.65M -$1.03M -34,182 -18%
SC
120
Savant Capital
Illinois
$4.6M -$116K -3,851 -2%
WAM
121
Wakefield Asset Management
Colorado
$4.57M -$71.2K -2,361 -2%
RWM
122
RKL Wealth Management
Pennsylvania
$4.56M -$3.26M -108,235 -42%
SWA
123
Sightline Wealth Advisors
Connecticut
$4.56M +$176K +5,835 +4%
FF
124
Fairway Financial
Florida
$4.49M -$158K -5,238 -3%
FCM
125
Fortis Capital Management
Washington
$4.36M +$66.1K +2,192 +2%
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5
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