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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 %
BPA
126
Beacon Pointe Advisors
California
$4.34M -$446K -17,998 -9%
BA
127
Brightwater Advisory
Florida
$4.33M +$4.33M +174,653 New
RWP
128
RWA Wealth Partners
Massachusetts
$4.3M +$146K +5,880 +4%
LIA
129
LifePlan Investment Advisors
North Carolina
$4.27M +$132K +5,341 +3%
BSB
130
Bangor Savings Bank
Maine
$4.2M -$2.52M -101,720 -37%
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$4.16M -$28.1M -1,132,204 -87%
PA
132
Parallel Advisors
California
$4.11M -$139K -5,615 -3%
ZIM
133
Zacks Investment Management
Illinois
$4.1M +$200K +8,076 +5%
WAM
134
Wakefield Asset Management
Colorado
$4.02M -$34.4K -1,387 -0.8%
UCFA
135
United Capital Financial Advisors
Texas
$4M -$746K -30,087 -16%
SWA
136
Sightline Wealth Advisors
Connecticut
$3.97M +$117K +4,739 +3%
BC
137
Bartlett & Co
Ohio
$3.93M -$108K -4,383 -3%
BCWM
138
Bartlett & Co Wealth Management
Ohio
$3.93M -$108K -4,383 -3%
RJFSA
139
Raymond James Financial Services Advisors
Florida
$3.91M +$32.9K +1,329 +0.8%
WA
140
WBH Advisory
Maryland
$3.87M -$194K -7,812 -5%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$3.73M -$853K -34,418 -19%
CCWA
142
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.64M +$1.92M +77,627 +112%
Ameriprise
143
Ameriprise
Minnesota
$3.62M +$451K +18,173 +14%
EFG
144
Embree Financial Group
Illinois
$3.57M +$3.57M +143,918 New
WWWM
145
White Wing Wealth Management
Texas
$3.49M +$3.49M +142,695 New
SFP
146
Strategic Financial Planning
Texas
$3.45M +$30K +1,210 +0.9%
AWM
147
Avior Wealth Management
Nebraska
$3.44M -$1.67M -67,333 -33%
CKAIS
148
Christensen King & Associates Investment Services
Washington
$3.43M +$3.43M +138,381 New
BCIM
149
Bishop & Co Investment Management
Pennsylvania
$3.32M +$3.32M +133,855 New
BAM
150
Berkshire Asset Management
Pennsylvania
$3.24M +$29.6K +1,196 +0.9%
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