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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
+$190M
2
SS
Sunbelt Securities
Texas
+$69.1M
3
Charles Schwab
Charles Schwab
California
+$58.5M
4
HWA
Heartwood Wealth Advisors
Virginia
+$32.2M
5
SCM
SCS Capital Management
Massachusetts
+$20.9M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$109M
2
GSWM
Golden State Wealth Management
California
-$39.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$33.6M
4
FWM
Focused Wealth Management
New York
-$29.3M
5
HighTower Advisors
HighTower Advisors
Illinois
-$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
251
Asset Dedication LLC
California
$951K -$701K -33,932 -42%
ACM
252
AlphaStar Capital Management
North Carolina
$951K +$430K +20,469 +83%
ACP
253
Arcus Capital Partners
Georgia
$937K -$65.1K -3,146 -6%
GFS
254
GYL Financial Synergies
Connecticut
$927K -$12.6K -611 -1%
WIC
255
Whitegate Investment Counselors
New Hampshire
$925K -$25.3K -1,223 -3%
BC
256
Bartlett & Co
Ohio
$908K +$908K +43,866 New
BCWM
257
Bartlett & Co Wealth Management
Ohio
$908K +$99K +4,785 +12%
WPA
258
West Paces Advisors
Georgia
$899K +$721K +34,825 +404%
FAG
259
Financial Advisory Group
Texas
$897K -$166K -8,021 -16%
RPGK
260
Retirement Planning Group (Kansas)
Kansas
$896K -$5.44M -262,651 -86%
HWMG
261
Hurlow Wealth Management Group
Indiana
$874K +$37.7K +1,756 +5%
AA
262
Alesco Advisors
New York
$860K -$464K -22,404 -35%
ASN
263
Advisory Services Network
Georgia
$858K -$124K -5,970 -13%
CW
264
CreativeOne Wealth
Kansas
$856K +$856K +41,366 New
AIS
265
American Investment Services
Massachusetts
$851K -$62.6K -3,028 -7%
BFEC
266
Benjamin F. Edwards & Company
Missouri
$843K +$78.5K +3,793 +10%
EW
267
Element Wealth
Mississippi
$832K -$847K -40,915 -50%
WT
268
Whittier Trust
California
$829K +$829K +40,096 +267,307%
APG
269
Abacus Planning Group
South Carolina
$823K +$58.4K +2,822 +8%
CK
270
Cohen Klingenstein
New York
$818K – – –
IA
271
IFP Advisors
Florida
$817K -$644K -29,942 -44%
CG
272
Colony Group
Massachusetts
$816K -$48.5K -2,343 -6%
WP
273
WealthSource Partners
California
$809K +$3.52K +170 +0.4%
MAS
274
Madden Advisory Services
Florida
$800K -$224K -10,813 -22%
GP
275
Greenline Partners
New York
$795K +$795K +38,443 New
9 10
11
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