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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

642 hedge funds and large institutions have $4.08B invested in Schwab Emerging Markets Equity ETF in 2019 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 271 increasing their positions, 187 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+87
Holders Change %
+15.68%
% of All Funds
12.68%
Holding in Top 10
53
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+65.63%
% of All Funds
1.05%
New
119
Increased
271
Reduced
187
Closed
24
Calls
$402K
Puts
–
Net Calls
+$402K
Net Calls Change
+$625K

Top Buyers

1
TIM
Total Investment Management
Arizona
$52M
2
GSWM
Golden State Wealth Management
California
$52M
3
CSIA
Charles Schwab Investment Advisory
California
$970M
4
FWM
Focused Wealth Management
New York
$40.5M
5
Citadel Advisors
Citadel Advisors
Florida
$30.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.5M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$5.94M
3
WAM
Wealthspire Advisors (Maryland)
Maryland
$18.9M
4
LFAS
Level Four Advisory Services
Texas
$1.14M
5
IWMA
Ironwood Wealth Management (Arizona)
Arizona
$6.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
226
SNS Financial Group
Minnesota
$1.5M -$40.5K -1,479 -3%
FA
227
Fortis Advisors
Pennsylvania
$1.5M -$27.8K -1,015 -2%
RF
228
RHS Financial
California
$1.5M -$75.4K -2,755 -5%
BWL
229
Bogart Wealth LLC
Virginia
$1.48M +$88.2K +3,224 +6%
PAG
230
Pinnacle Advisory Group
Maryland
$1.48M +$35.9K +1,312 +2%
RWM
231
Reston Wealth Management
Virginia
$1.46M -$136K -4,974 -9%
FAIM
232
Financial Advocates Investment Management
Washington
$1.45M -$86.6K -3,164 -6%
PAMG
233
Patton Albertson Miller Group
Tennessee
$1.45M +$64.8K +2,370 +5%
RPG
234
Resource Planning Group
Georgia
$1.44M +$57.5K +2,101 +4%
DS
235
DRW Securities
Illinois
$1.42M +$1.42M +51,885 New
FAG
236
Financial Advisory Group
Texas
$1.41M -$45.8K -1,672 -3%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$1.4M – – –
SWP
238
Stratos Wealth Partners
Ohio
$1.39M +$36.5K +1,333 +3%
AL
239
Aspiriant LLC
California
$1.39M -$84.8K -3,104 -6%
BWP
240
BSW Wealth Partners
Colorado
$1.39M -$44.2K -1,614 -3%
DSA
241
Droms Strauss Advisors
Missouri
$1.38M -$2.6K -95 -0.2%
TF
242
Trek Financial
Arizona
$1.36M – – –
TIM
243
Thompson Investment Management
Wisconsin
$1.36M +$6.6K +241 +0.5%
BCIM
244
Bishop & Co Investment Management
Pennsylvania
$1.36M -$62.3K -2,275 -4%
MAS
245
Madden Advisory Services
Florida
$1.35M -$1.07K -39 -0.1%
CG
246
Caprock Group
Idaho
$1.34M +$35.1K +1,284 +3%
ACP
247
Arcus Capital Partners
Georgia
$1.33M -$37.9K -1,383 -3%
AWM
248
AE Wealth Management
Kansas
$1.31M +$44.1K +1,613 +3%
MA
249
Mutual Advisors
Nebraska
$1.3M +$323K +11,815 +33%
ASN
250
Advisory Services Network
Georgia
$1.3M +$262K +9,585 +25%
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