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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

597 hedge funds and large institutions have $3.15B invested in Schwab Emerging Markets Equity ETF in 2020 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 222 increasing their positions, 249 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
-45
Holders Change %
-7.01%
% of All Funds
13.19%
Holding in Top 10
39
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-26.42%
% of All Funds
0.86%
New
64
Increased
222
Reduced
249
Closed
101
Calls
$298K
Puts
$205K
Net Calls
+$93K
Net Calls Change
-$309K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$317M
2
SS
Sunbelt Securities
Texas
$70.2M
3
Charles Schwab
Charles Schwab
California
$135M
4
HWA
Heartwood Wealth Advisors
Virginia
$32.5M
5
SCM
SCS Capital Management
Massachusetts
$20.9M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$624M
2
GSWM
Golden State Wealth Management
California
$168K
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$30.7M
4
FWM
Focused Wealth Management
New York
$1.33M
5
HighTower Advisors
HighTower Advisors
Illinois
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
226
Laurel Wealth Advisors (California)
California
$1.14M -$411K -19,884 -27%
FA
227
Fortis Advisors
Pennsylvania
$1.14M +$4.04K +195 +0.4%
SFP
228
Strategic Financial Planning
Texas
$1.13M -$3.94M -190,326 -78%
PAMG
229
Patton Albertson Miller Group
Tennessee
$1.11M +$10.5K +505 +1%
FWM
230
Frontier Wealth Management
Missouri
$1.1M -$105K -5,090 -9%
SWM
231
SeaCrest Wealth Management
New York
$1.1M -$86.8K -4,198 -7%
RF
232
RHS Financial
California
$1.09M -$36.5K -1,765 -3%
KeyBank National Association
233
KeyBank National Association
Ohio
$1.09M +$1.09M +52,741 New
CIAS
234
Capital Investment Advisory Services
North Carolina
$1.07M +$621K +29,982 +137%
PAG
235
Pinnacle Advisory Group
Maryland
$1.07M -$46K -2,223 -4%
TFS
236
TrustCore Financial Services
Tennessee
$1.06M -$123K -5,945 -10%
SFA
237
Souders Financial Advisors
Ohio
$1.05M +$1.05M +50,732 New
BC
238
Burleson & Co
California
$1.05M -$831K -37,199 -44%
RWM
239
Reston Wealth Management
Virginia
$1.05M -$56.7K -2,740 -5%
EH
240
Equitable Holdings
New York
$1.03M -$232K -11,199 -18%
TIM
241
Thompson Investment Management
Wisconsin
$1.02M -$11.9K -574 -1%
EWA
242
EP Wealth Advisors
California
$1.01M +$1.01M +48,958 New
AWM
243
AE Wealth Management
Kansas
$1.01M +$20.9K +1,011 +2%
CFO
244
CVA Family Office
Colorado
$995K +$103K +4,985 +12%
BAM
245
Baldrige Asset Management
Pennsylvania
$986K +$351K +16,968 +55%
Koshinski Asset Management
246
Koshinski Asset Management
Illinois
$977K -$233K -11,273 -19%
MA
247
Mutual Advisors
Nebraska
$966K -$17.8K -860 -2%
BWP
248
BSW Wealth Partners
Colorado
$963K -$84.4K -4,077 -8%
DBRC
249
D.B. Root & Company
Pennsylvania
$955K +$126K +6,081 +15%
AOWM
250
Alpha Omega Wealth Management
Virginia
$954K +$168K +8,112 +21%
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