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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 %
VNA
126
Valley National Advisers
Pennsylvania
$4.34M +$206K +6,849 +5%
BCIM
127
Bishop & Co Investment Management
Pennsylvania
$4.29M -$203K -6,741 -5%
MML Investors Services
128
MML Investors Services
Massachusetts
$4.28M +$208K +6,885 +5%
PWM
129
Perigon Wealth Management
California
$4.27M +$41.8K +1,386 +1%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$4.26M -$57.8K -1,918 -1%
AIA
131
Armor Investment Advisors
North Carolina
$4.1M +$54.7K +1,814 +1%
BWL
132
Bogart Wealth LLC
Virginia
$4M -$512 -17 -0%
WCFP
133
White & Co Financial Planning
Washington
$4M +$35.8K +1,188 +0.9%
FI
134
FIDELIS iM
Oregon
$3.97M +$136K +4,496 +4%
BCWM
135
Bartlett & Co Wealth Management
Ohio
$3.96M -$412K -13,683 -9%
CKAIS
136
Christensen King & Associates Investment Services
Washington
$3.9M -$93.7K -3,110 -2%
PSA
137
Plum Street Advisors
Louisiana
$3.84M +$749K +24,845 +24%
TYCC
138
Texas Yale Capital Corp
Florida
$3.81M -$23.8K -791 -0.6%
EFG
139
Ethos Financial Group
Pennsylvania
$3.74M +$313K +10,390 +9%
PRS
140
Pinkerton Retirement Specialists
Idaho
$3.64M +$324K +10,760 +10%
MMA
141
Miracle Mile Advisors
California
$3.63M +$13.3K +440 +0.4%
VCM
142
Vivaldi Capital Management
Illinois
$3.62M +$5.82K +193 +0.2%
RGF
143
Retirement Guys Formula
Ohio
$3.6M -$1.57K -52 -0%
CFP
144
Cascade Financial Partners
California
$3.59M +$60 +2 +0%
CIA
145
Cape Investment Advisory
Georgia
$3.57M +$10.4K +346 +0.3%
NFG
146
Nations Financial Group
Iowa
$3.54M -$161K -5,331 -4%
Citigroup
147
Citigroup
New York
$3.51M +$3.28M +108,901 +1,437%
CP
148
Creekside Partners
California
$3.49M +$397K +13,157 +13%
ZRP
149
Zynergy Retirement Planning
New Jersey
$3.47M +$68.3K +2,266 +2%
M
150
MYeCFO
California
$3.45M -$28K -930 -0.8%
4 5
6
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