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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

724 hedge funds and large institutions have $4.09B invested in Schwab Emerging Markets Equity ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 259 increasing their positions, 304 reducing their positions, and 39 closing their positions.

Holders
724
Holders Change
+6
Holders Change %
+0.84%
% of All Funds
10.47%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.48%
New
54
Increased
259
Reduced
304
Closed
39
Calls
$817K
Puts
$6K
Net Calls
+$811K
Net Calls Change
+$450K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$111M
2
BEI
2
Benjamin Edwards Inc
Missouri
$22.3M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$228M
4
PPH
4
Pure Portfolios Holdings
Oregon
$13.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$15.4M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Creative Planning
2
Creative Planning
Kansas
$619M
3
TCM
3
Tradewinds Capital Management
Washington
$272K
4
OMC
4
Old Mission Capital
Illinois
$0
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$560M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$619M 21,228,179 -909,617 -4%
Financial Engines Advisors
2
Financial Engines Advisors
California
$560M 19,207,848 -379,741 -2%
HighTower Advisors
3
HighTower Advisors
Illinois
$228M 7,807,789 +544,339 +7%
US Bancorp
4
US Bancorp
Minnesota
$111M 3,812,699 +3,781,621 +12,168%
SAG
5
SageView Advisory Group
California
$83M 2,843,492 -365,699 -11%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$71M 2,432,988 -84,093 -3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$67.5M 2,314,572 -75,528 -3%
R
8
Rebalance
California
$60M 2,055,415 +101,963 +5%
MG
9
Mather Group
Illinois
$59.4M 2,035,106 -364,871 -15%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$56.6M 1,924,028 -18,150 -0.9%
Morgan Stanley
11
Morgan Stanley
New York
$55.7M 1,910,391 -154,324 -7%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$54.1M 1,853,436 -4,643 -0.2%
OWM
13
Orgel Wealth Management
Wisconsin
$49.8M 1,706,521 +75,392 +5%
RIM
14
Rakuten Investment Management
Japan
$49.2M 1,667,980 +298,400 +22%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$45.3M 1,552,161 +97,458 +7%
MGIA
16
Moneta Group Investment Advisors
Missouri
$44.6M 1,527,541 +151,484 +11%
HWA
17
Heartwood Wealth Advisors
Virginia
$43.8M 1,501,304 +8,441 +0.6%
ML
18
McAdam LLC
Pennsylvania
$38.1M 1,304,505 -78,597 -6%
KF
19
Krilogy Financial
Missouri
$37.6M 1,290,170 -24,963 -2%
CHA
20
Cooper/Haims Advisors
New York
$35.8M 1,226,413 +19,223 +2%
Wells Fargo
21
Wells Fargo
California
$34.3M 1,173,872 +169,549 +17%
Mariner
22
Mariner
Kansas
$33.4M 1,144,296 -6,655 -0.6%
BWA
23
BlueSky Wealth Advisors
North Carolina
$33M 1,130,665 +45,759 +4%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$31.2M 1,066,757 +9,844 +0.9%
KFC
25
Klingenstein Fields & Co
New York
$29M 995,072 -49,120 -5%
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