SCHE icon

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 %
FCM
176
Fortis Capital Management
Washington
$2.64M -$28.8K -1,161 -1%
PWM
177
Perigon Wealth Management
California
$2.62M +$194K +7,840 +8%
RWM
178
Reston Wealth Management
Virginia
$2.61M -$41K -1,654 -2%
WPA
179
West Paces Advisors
Georgia
$2.61M +$224K +9,035 +9%
KCM
180
Kathmere Capital Management
Pennsylvania
$2.6M -$136K -5,493 -5%
CAN
181
Cetera Advisor Networks
California
$2.53M -$288K -11,607 -10%
LF
182
Lee Financial
Texas
$2.47M -$35.8K -1,444 -1%
EWA
183
EP Wealth Advisors
California
$2.46M -$21.6K -873 -0.9%
WP
184
WealthShield Partners
North Carolina
$2.46M -$79.2K -3,194 -3%
KHC
185
Koesten Hirschmann & Crabtree
Kansas
$2.45M +$192K +7,731 +8%
HCM
186
Hengehold Capital Management
Ohio
$2.44M +$14.4K +579 +0.6%
QCG
187
Quadrant Capital Group
Ohio
$2.44M -$138K -5,566 -5%
TIM
188
Tortoise Investment Management
New York
$2.38M +$117K +4,701 +5%
VCM
189
Vivaldi Capital Management
Illinois
$2.35M +$456K +18,896 +24%
AWM
190
Apollon Wealth Management
South Carolina
$2.35M -$9.38M -378,209 -80%
FAG
191
Financial Advisory Group
Texas
$2.32M -$214K -8,626 -8%
EFG
192
Ethos Financial Group
Pennsylvania
$2.29M +$66.1K +2,667 +3%
ACM
193
Arcataur Capital Management
Wisconsin
$2.27M -$5.13K -207 -0.2%
NCM
194
Northwest Capital Management
Oregon
$2.26M -$270K -10,888 -11%
AIA
195
Armor Investment Advisors
North Carolina
$2.26M +$172K +6,937 +8%
PAG
196
Private Advisor Group
New Jersey
$2.26M -$245K -9,864 -10%
CFMC
197
Curbstone Financial Management Corp
New Hampshire
$2.24M -$52.1K -2,100 -2%
PSA
198
Plum Street Advisors
Louisiana
$2.23M +$2.23M +89,782 New
AIM
199
Anchor Investment Management
South Carolina
$2.22M -$262K -10,577 -11%
VA
200
Valmark Advisers
Ohio
$2.21M +$429K +17,315 +24%
6 7
8
9 10