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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

756 hedge funds and large institutions have $4.37B invested in Schwab Emerging Markets Equity ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 282 increasing their positions, 305 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+5
Holders Change %
+0.67%
% of All Funds
10.14%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.4%
New
68
Increased
282
Reduced
305
Closed
47
Calls
$835K
Puts
–
Net Calls
+$835K
Net Calls Change
+$5K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$111M
2
Corient Private Wealth
Corient Private Wealth
Florida
$79.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$37.9M
4
AC
AlphaCore Capital
California
$9.92M
5
IWM
IHT Wealth Management
Illinois
$9.77M

Top Sellers

1
WA
Waterford Advisors
New York
$1.23M
2
CCA
Clearwater Capital Advisors
Illinois
$866K
3
Financial Engines Advisors
Financial Engines Advisors
California
$531M
4
Creative Planning
Creative Planning
Kansas
$589M
5
OMC
Old Mission Capital
Illinois
$388K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$589M -$16.6M -551,684 -3%
Financial Engines Advisors
2
Financial Engines Advisors
California
$531M -$16.6M -552,145 -3%
HighTower Advisors
3
HighTower Advisors
Illinois
$306M +$8.63M +286,430 +3%
SAG
4
SageView Advisory Group
California
$116M +$5.5M +178,191 +5%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$111M +$51.7M +1,715,694 +87%
US Bancorp
6
US Bancorp
Minnesota
$104M -$6.27M -208,046 -6%
Corient Private Wealth
7
Corient Private Wealth
Florida
$79.3M +$50.6M +1,679,145 +176%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$68.7M -$1.87M -61,486 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$68.6M -$38.8K -1,287 -0.1%
Morgan Stanley
10
Morgan Stanley
New York
$64.3M +$3.87M +128,274 +6%
MG
11
Mather Group
Illinois
$63.7M +$32.4K +1,074 +0.1%
R
12
Rebalance
California
$60.2M -$3.78M -125,546 -6%
OWM
13
Orgel Wealth Management
Wisconsin
$58.8M +$2.44M +80,949 +4%
WANY
14
Wealthspire Advisors (New York)
New York
$57.5M +$521K +17,274 +0.9%
MGIA
15
Moneta Group Investment Advisors
Missouri
$53.3M +$2.29M +75,914 +4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$49.2M +$1.23M +40,689 +3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$49.1M -$3.38M -112,172 -6%
HWA
18
Heartwood Wealth Advisors
Virginia
$46.1M +$203K +6,722 +0.4%
KF
19
Krilogy Financial
Missouri
$43.3M +$983K +32,625 +2%
Mariner
20
Mariner
Kansas
$42.4M -$89.7K -2,975 -0.2%
HSA
21
HBK Sorce Advisory
Pennsylvania
$40.8M +$6.56M +217,522 +19%
Wells Fargo
22
Wells Fargo
California
$40M -$418K -13,869 -1%
CHA
23
Cooper/Haims Advisors
New York
$38.2M +$793K +26,312 +2%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$37.9M +$12.8M +425,331 +51%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$36.5M +$777K +25,791 +2%
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