SCHE icon

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 %
OFA
151
Oak Family Advisors
Illinois
$3.11M +$1.6M +63,532 +107%
TYCC
152
Texas Yale Capital Corp
Florida
$3.07M +$107K +4,226 +4%
RGF
153
Retirement Guys Formula
Ohio
$3.03M -$57.8K -2,290 -2%
FI
154
FIDELIS iM
Oregon
$2.94M +$147K +5,803 +5%
PWMG
155
Pioneer Wealth Management Group
Texas
$2.93M -$312K -12,348 -10%
PWM
156
Perigon Wealth Management
California
$2.87M +$199K +7,880 +7%
BWL
157
Bogart Wealth LLC
Virginia
$2.86M -$4.52K -179 -0.2%
OIA
158
OneDigital Investment Advisors
Kansas
$2.85M -$2.03M -80,580 -42%
H
159
HoyleCohen
California
$2.84M -$125K -4,942 -4%
VCM
160
Vivaldi Capital Management
Illinois
$2.81M +$240K +9,132 +9%
FCM
161
Fortis Capital Management
Washington
$2.76M +$74.8K +2,963 +3%
GVAG
162
Great Valley Advisor Group
Delaware
$2.69M -$59.9K -2,373 -2%
OPWM
163
Oakwell Private Wealth Management
Texas
$2.68M -$44.6K -1,767 -2%
KHC
164
Koesten Hirschmann & Crabtree
Kansas
$2.67M +$176K +6,988 +7%
BOPW
165
Brandywine Oak Private Wealth
Pennsylvania
$2.66M -$79.7K -3,157 -3%
KCM
166
Kathmere Capital Management
Pennsylvania
$2.64M -$3.61K -143 -0.1%
LIM
167
Leavell Investment Management
Alabama
$2.63M -$133K -5,265 -5%
PSA
168
Plum Street Advisors
Louisiana
$2.61M -$6.25K -214 -0.2%
WP
169
WealthShield Partners
North Carolina
$2.61M +$106K +4,195 +4%
EFG
170
Ethos Financial Group
Pennsylvania
$2.61M +$277K +10,968 +12%
BPWM
171
Badgley Phelps Wealth Managers
Washington
$2.6M -$293K -11,602 -10%
CCA
172
Cobblestone Capital Advisors
New York
$2.6M -$307K -12,176 -11%
SS
173
Sunbelt Securities
Texas
$2.58M +$572K +22,635 +28%
FWP
174
FAS Wealth Partners
Kansas
$2.58M -$122K -4,825 -5%
SDWMA
175
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.57M -$227K -8,971 -8%
5 6
7
8 9