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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
Jane Street
New York
$69.9M
2
CSIA
Charles Schwab Investment Advisory
California
$2.15B
3
HighTower Advisors
HighTower Advisors
Illinois
$147M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$27.2M
5
OMC
Old Mission Capital
Illinois
$23.1M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$13.2M
2
SAG
SageView Advisory Group
California
$0
3
Morgan Stanley
Morgan Stanley
New York
$47.3M
4
Creative Planning
Creative Planning
Kansas
$589M
5
BWA
BlueSky Wealth Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFGP
201
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.99M -$5.86K -232 -0.3%
BSHC
202
Breed's Hill Capital
Massachusetts
$1.98M -$51.1K -2,025 -3%
BIM
203
Breakwater Investment Management
Washington
$1.97M +$1.97M +78,094 New
HFS
204
Howard Financial Services
Texas
$1.97M +$260K +10,315 +15%
APP
205
Avantax Planning Partners
Iowa
$1.96M +$1.96M +77,770 New
SIA
206
Soltis Investment Advisors
Utah
$1.95M +$848K +33,578 +77%
OFG
207
Orcam Financial Group
California
$1.9M – – –
VBWMG
208
Von Berge Wealth Management Group
California
$1.87M +$487K +19,301 +35%
FAG
209
Financial Advisory Group
Texas
$1.86M -$508K -20,136 -21%
RWA
210
Roberts Wealth Advisors
California
$1.85M – – –
GC
211
Grimes & Company
Massachusetts
$1.85M -$80.7K -3,195 -4%
AWM
212
Apollon Wealth Management
South Carolina
$1.85M -$542K -21,464 -23%
GG
213
Gleason Group
Kentucky
$1.83M – – –
AIM
214
AMI Investment Management
Indiana
$1.83M -$46.3K -1,833 -2%
JCIA
215
Jackson Creek Investment Advisors
Colorado
$1.81M +$43.7K +1,732 +2%
GCP
216
GSA Capital Partners
United Kingdom
$1.8M -$1M -39,792 -36%
IWMA
217
Ironwood Wealth Management (Arizona)
Arizona
$1.78M -$21.6K -854 -1%
LPAM
218
Lodestar Private Asset Management
California
$1.77M +$38.8K +1,538 +2%
FFN
219
Focus Financial Network
Minnesota
$1.74M -$175K -7,064 -9%
FPCP
220
Fort Point Capital Partners
California
$1.73M +$4.55K +180 +0.3%
BF
221
Blankinship & Foster
California
$1.69M -$307K -12,151 -15%
FNC
222
First National Corp
Massachusetts
$1.68M -$8.68K -350 -0.5%
CWM
223
Chesapeake Wealth Management
Virginia
$1.67M -$14.3K -568 -0.8%
CCWA
224
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.67M -$2.04M -80,669 -55%
KIG
225
Kowal Investment Group
Wisconsin
$1.63M +$421K +16,692 +35%
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