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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 %
PA
126
Parallel Advisors
California
$4.22M +$35.3K +1,397 +0.8%
MMA
127
Miracle Mile Advisors
California
$4.2M -$2.55M -100,823 -38%
WAM
128
Wakefield Asset Management
Colorado
$4.19M +$86.7K +3,433 +2%
RJFSA
129
Raymond James Financial Services Advisors
Florida
$4.07M +$80.6K +3,194 +2%
UCFA
130
United Capital Financial Advisors
Texas
$3.92M -$157K -6,215 -4%
BCIM
131
Bishop & Co Investment Management
Pennsylvania
$3.89M +$506K +20,038 +15%
SWA
132
Sightline Wealth Advisors
Connecticut
$3.87M -$171K -6,781 -4%
JF
133
Joule Financial
Kentucky
$3.79M +$2.42M +95,725 +176%
EFG
134
Embree Financial Group
Illinois
$3.63M -$7.02K -278 -0.2%
BCWM
135
Bartlett & Co Wealth Management
Ohio
$3.57M -$452K -17,914 -11%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$3.53M -$268K -10,620 -7%
CKAIS
137
Christensen King & Associates Investment Services
Washington
$3.42M -$75.4K -2,987 -2%
SFP
138
Strategic Financial Planning
Texas
$3.34M -$171K -6,773 -5%
BAM
139
Berkshire Asset Management
Pennsylvania
$3.33M +$24.4K +966 +0.7%
OFG
140
Omega Financial Group
California
$3.26M +$106K +4,191 +3%
CIA
141
Cape Investment Advisory
Georgia
$3.23M -$52.6K -2,084 -2%
PP
142
PrairieView Partners
Minnesota
$3.23M -$60.4K -2,391 -2%
BP
143
BCK Partners
New York
$3.2M +$127K +5,029 +4%
DP
144
Denver PWM
Colorado
$3.2M -$41.6K -1,634 -1%
DWM
145
Destination Wealth Management
California
$3.19M -$3.5M -138,484 -52%
LA
146
LVW Advisors
New York
$3.19M -$2.15M -85,314 -40%
AWM
147
Avior Wealth Management
Nebraska
$3.17M -$340K -13,478 -10%
CFP
148
Cascade Financial Partners
California
$3.14M +$3.14M +124,874 New
M
149
MYeCFO
California
$3.13M -$92K -3,645 -3%
EWA
150
Etesian Wealth Advisors
Oregon
$3.12M -$58.9K -2,333 -2%
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