SCHE icon

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 %
Bank of New York Mellon
251
Bank of New York Mellon
New York
$1.28M -$158K -5,773 -11%
PWMG
252
Prestige Wealth Management Group
New Jersey
$1.28M +$12K +440 +0.9%
WIC
253
Whitegate Investment Counselors
New Hampshire
$1.26M +$29.4K +1,075 +2%
Truist Financial
254
Truist Financial
North Carolina
$1.26M +$1.26M +45,880 New
GFS
255
GYL Financial Synergies
Connecticut
$1.24M +$25K +912 +2%
SP
256
Successful Portfolios
Florida
$1.24M +$52.5K +1,919 +4%
TA
257
Trellis Advisors
Washington
$1.24M -$14.8K -540 -1%
FA
258
Faithward Advisors
Pennsylvania
$1.21M -$44.1K -1,612 -4%
AIS
259
American Investment Services
Massachusetts
$1.21M +$2.25K +82 +0.2%
BPA
260
Beacon Pointe Advisors
California
$1.19M +$104K +3,782 +10%
CFO
261
CVA Family Office
Colorado
$1.18M +$1.18M +43,124 New
SS
262
Sunbelt Securities
Texas
$1.18M +$1.18M +42,948 New
CG
263
Colony Group
Massachusetts
$1.14M -$56.8K -2,074 -5%
LFAS
264
Level Four Advisory Services
Texas
$1.14M -$5.37M -196,245 -82%
Rafferty Asset Management
265
Rafferty Asset Management
New York
$1.12M +$34.8K +1,270 +3%
CWM
266
Centric Wealth Management
Illinois
$1.11M +$589K +21,522 +112%
LWM
267
Laidlaw Wealth Management
New York
$1.11M +$1.11M +40,466 New
Jones Financial Companies
268
Jones Financial Companies
Missouri
$1.11M -$409K -14,945 -27%
DBRC
269
D.B. Root & Company
Pennsylvania
$1.1M +$255K +9,331 +30%
HWMG
270
Hurlow Wealth Management Group
Indiana
$1.09M -$142K -5,082 -12%
CK
271
Cohen Klingenstein
New York
$1.08M – – –
CWM
272
CCG Wealth Management
California
$1.08M -$186K -6,783 -15%
ICM
273
Islay Capital Management
Texas
$1.08M +$1.08M +39,406 New
BCWM
274
Bartlett & Co Wealth Management
Ohio
$1.07M -$23.2K -847 -2%
WP
275
WealthSource Partners
California
$1.07M -$2.14M -78,178 -67%
9 10
11
12 13