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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

756 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, 282 increasing their positions, 305 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+5
Holders Change %
+0.67%
% of All Funds
10.14%
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
282
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
$111M
2
Corient Private Wealth
Corient Private Wealth
Florida
$79.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$37.9M
4
AC
AlphaCore Capital
California
$9.92M
5
IWM
IHT Wealth Management
Illinois
$9.77M

Top Sellers

1
WA
Waterford Advisors
New York
$1.23M
2
CCA
Clearwater Capital Advisors
Illinois
$866K
3
Financial Engines Advisors
Financial Engines Advisors
California
$531M
4
Creative Planning
Creative Planning
Kansas
$589M
5
OMC
Old Mission Capital
Illinois
$388K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
201
Private Advisor Group
New Jersey
$2.39M +$31.6K +1,050 +1%
HFP
202
Holistic Financial Partners
Indiana
$2.38M -$3.24M -107,390 -58%
SDWMA
203
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.38M +$414K +13,724 +21%
AMG
204
Asset Management Group
Connecticut
$2.37M +$2.65K +88 +0.1%
BSHC
205
Breed's Hill Capital
Massachusetts
$2.36M – – –
TIM
206
Tortoise Investment Management
New York
$2.35M +$20.4K +676 +0.9%
BIM
207
Breakwater Investment Management
Washington
$2.34M -$75.9K -2,518 -3%
EFG
208
Embree Financial Group
Illinois
$2.34M -$376K -12,464 -14%
USWIA
209
UP Strategic Wealth Investment Advisors
Pennsylvania
$2.28M +$206K +6,823 +10%
EWA
210
Etesian Wealth Advisors
Oregon
$2.27M -$266K -8,838 -11%
LAM
211
L2 Asset Management
Massachusetts
$2.27M +$1.01M +33,489 +80%
CWM
212
Chesapeake Wealth Management
Virginia
$2.21M +$70.2K +2,330 +3%
TA
213
TPG Advisors
Illinois
$2.2M +$114K +3,795 +5%
HC
214
Hamilton Capital
Ohio
$2.17M +$117K +3,879 +6%
RWA
215
Roberts Wealth Advisors
California
$2.17M -$33.8K -1,123 -2%
SFA
216
Sequoia Financial Advisors
Ohio
$2.16M -$3.87M -128,433 -64%
OPWM
217
Oakwell Private Wealth Management
Texas
$2.11M – – –
VA
218
Valmark Advisers
Ohio
$2.11M +$54.3K +1,803 +3%
IA
219
Integrity Alliance
Iowa
$2.11M +$8.17K +271 +0.4%
WCFA
220
Walkner Condon Financial Advisors
Wisconsin
$2.05M +$219K +7,275 +12%
LPAM
221
Lodestar Private Asset Management
California
$2.04M -$149K -4,931 -7%
AWM
222
Avior Wealth Management
Nebraska
$2.03M -$11.7K -389 -0.6%
NA
223
NewEdge Advisors
Louisiana
$2.03M +$300K +9,947 +17%
SCM
224
Sollinda Capital Management
Florida
$2.01M +$505K +16,758 +33%
BF
225
Blankinship & Foster
California
$2M +$1.09K +36 +0.1%
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