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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

752 hedge funds and large institutions have $4.51B invested in Schwab Emerging Markets Equity ETF in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 314 increasing their positions, 270 reducing their positions, and 38 closing their positions.

Holders
752
Holders Change
+28
Holders Change %
+3.87%
% of All Funds
10.01%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.39%
New
85
Increased
314
Reduced
270
Closed
38
Calls
$642K
Puts
$8K
Net Calls
+$634K
Net Calls Change
-$177K

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$809M
2
OMC
2
Old Mission Capital
Illinois
$20.7M
3
Jane Street
3
Jane Street
New York
$19.8M
4
SAG
4
SageView Advisory Group
California
$92.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$223M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$23.7M
2
Creative Planning
2
Creative Planning
Kansas
$544M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$2.44M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$498M
5
KFC
5
Klingenstein Fields & Co
New York
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$809M 30,370 +1,087 +4%
Creative Planning
2
Creative Planning
Kansas
$544M 20,433,800 -794,379 -4%
Financial Engines Advisors
3
Financial Engines Advisors
California
$498M 18,694,885 -512,963 -3%
HighTower Advisors
4
HighTower Advisors
Illinois
$223M 8,367,065 +559,276 +7%
SAG
5
SageView Advisory Group
California
$92.6M 3,477,774 +634,282 +22%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$62.4M 2,343,233 +28,661 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$62.1M 2,332,341 -100,647 -4%
R
8
Rebalance
California
$56.3M 2,113,897 +58,482 +3%
MG
9
Mather Group
Illinois
$53.3M 2,001,316 -33,790 -2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$52.1M 1,955,557 +102,121 +6%
Morgan Stanley
11
Morgan Stanley
New York
$51.9M 1,950,509 +40,118 +2%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$49.6M 1,863,839 -60,189 -3%
OWM
13
Orgel Wealth Management
Wisconsin
$47.7M 1,789,869 +83,348 +5%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$42.4M 1,593,104 +40,943 +3%
MGIA
15
Moneta Group Investment Advisors
Missouri
$42.1M 1,581,682 +54,141 +4%
HWA
16
Heartwood Wealth Advisors
Virginia
$40.3M 1,514,620 +13,316 +0.9%
Mariner
17
Mariner
Kansas
$40.3M 1,513,910 +369,614 +32%
KF
18
Krilogy Financial
Missouri
$34.9M 1,310,191 +20,021 +2%
Wells Fargo
19
Wells Fargo
California
$33.5M 1,257,573 +83,701 +7%
CHA
20
Cooper/Haims Advisors
New York
$32.5M 1,222,013 -4,400 -0.4%
ML
21
McAdam LLC
Pennsylvania
$32.4M 1,217,631 -86,874 -7%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$30.8M 1,156,732 +89,975 +8%
BWA
23
BlueSky Wealth Advisors
North Carolina
$29.9M 1,122,528 -8,137 -0.7%
RRWA
24
Rainey & Randall Wealth Advisors
Florida
$27.6M 1,038,085 +57,018 +6%
JFG
25
JMG Financial Group
Illinois
$25.4M 952,101 +20,696 +2%
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