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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.

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
1
Charles Schwab Investment Advisory
California
$2.08B
2
Morgan Stanley
2
Morgan Stanley
New York
$89.2M
3
Charles Schwab
3
Charles Schwab
California
$297M
4
SAG
4
SageView Advisory Group
California
$78.4M
5
Cerity Partners
5
Cerity Partners
New York
$13.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.77M
2
Jane Street
2
Jane Street
New York
$1.25M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.16M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.84M
5
MMA
5
Miracle Mile Advisors
California
$6.62M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.08B 83,921,481 +2,852,632 +4%
Creative Planning
2
Creative Planning
Kansas
$615M 24,801,528 -369,295 -1%
Financial Engines Advisors
3
Financial Engines Advisors
California
$496M 19,990,932 +491,804 +3%
Charles Schwab
4
Charles Schwab
California
$297M 11,997,215 +750,511 +7%
HighTower Advisors
5
HighTower Advisors
Illinois
$111M 4,496,520 -445,386 -9%
Morgan Stanley
6
Morgan Stanley
New York
$89.2M 3,599,782 +1,863,251 +107%
SAG
7
SageView Advisory Group
California
$78.4M 3,273,046 +707,680 +28%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$75.5M 3,044,078 -283,334 -9%
MG
9
Mather Group
Illinois
$63.4M 2,558,159 -181,408 -7%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$61.9M 2,497,334 -271,608 -10%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$61.5M 2,479,108 -91,293 -4%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$47.4M 1,912,999 +59,585 +3%
HWA
13
Heartwood Wealth Advisors
Virginia
$44.5M 1,795,996 +16,971 +1%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$43.1M 1,737,462 +61,835 +4%
R
15
Rebalance
California
$43M 1,736,431 +146,298 +9%
KF
16
Krilogy Financial
Missouri
$32.1M 1,294,016 -1,161 -0.1%
HFS
17
Hantz Financial Services
Michigan
$28.7M 1,159,619 -45,223 -4%
Mariner
18
Mariner
Kansas
$28.1M 1,132,928 +10,933 +1%
ML
19
McAdam LLC
Pennsylvania
$27.6M 1,113,646 +124,160 +13%
RIM
20
Rakuten Investment Management
Japan
$27.6M 1,117,040 +239,100 +27%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$26.9M 1,086,424 -12,193 -1%
KFC
22
Klingenstein Fields & Co
New York
$26.8M 1,082,313 +33,691 +3%
CHA
23
Cooper/Haims Advisors
New York
$26.5M 1,067,463 -29,635 -3%
MGIA
24
Moneta Group Investment Advisors
Missouri
$25.7M 1,036,240 +19,343 +2%
BWA
25
BlueSky Wealth Advisors
North Carolina
$24.6M 993,881 +26,269 +3%
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