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.

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.15B 85,303,270 +1,381,789 +2%
Creative Planning
2
Creative Planning
Kansas
$589M 23,343,897 -1,457,631 -6%
Financial Engines Advisors
3
Financial Engines Advisors
California
$503M 19,918,466 -72,466 -0.4%
Charles Schwab
4
Charles Schwab
California
$308M 12,184,404 +187,189 +2%
HighTower Advisors
5
HighTower Advisors
Illinois
$147M 5,833,131 +1,336,611 +30%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$70.9M 2,809,005 -235,073 -8%
Jane Street
7
Jane Street
New York
$69.9M 2,769,692 +2,719,430 +5,411%
MG
8
Mather Group
Illinois
$62.5M 2,520,679 -37,480 -1%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$61.3M 2,428,467 -50,641 -2%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$57M 2,175,280 -322,054 -13%
Morgan Stanley
11
Morgan Stanley
New York
$47.3M 1,872,474 -1,727,308 -48%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$46.7M 1,850,504 -62,495 -3%
R
13
Rebalance
California
$44.9M 1,779,787 +43,356 +2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$41.2M 1,630,997 -106,465 -6%
HWA
15
Heartwood Wealth Advisors
Virginia
$37.4M 1,482,228 -313,768 -17%
OWM
16
Orgel Wealth Management
Wisconsin
$36.5M 1,443,872 +532,740 +58%
KF
17
Krilogy Financial
Missouri
$33.5M 1,325,194 +31,178 +2%
MGIA
18
Moneta Group Investment Advisors
Missouri
$32.9M 1,304,491 +268,251 +26%
RIM
19
Rakuten Investment Management
Japan
$31.9M 1,264,740 +147,700 +13%
ML
20
McAdam LLC
Pennsylvania
$31.6M 1,252,232 +138,586 +12%
Mariner
21
Mariner
Kansas
$30.6M 1,209,945 +77,017 +7%
CHA
22
Cooper/Haims Advisors
New York
$30.2M 1,194,980 +127,517 +12%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$27.2M 1,078,735 +1,040,844 +2,747%
KFC
24
Klingenstein Fields & Co
New York
$27.2M 1,078,679 -3,634 -0.3%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$26.6M 1,053,074 -33,350 -3%
1
2 3 4 5