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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 %
IC
276
InterOcean Capital
Illinois
$1.05M +$91.8K +3,355 +10%
SFS
277
Strategic Financial Services
New York
$1.04M -$31.2K -1,140 -3%
AOWM
278
Alpha Omega Wealth Management
Virginia
$1.04M -$1.4K -51 -0.1%
PFA
279
Pure Financial Advisors
California
$1.03M -$68.3K -2,494 -6%
APG
280
Abacus Planning Group
South Carolina
$1.01M -$51.1K -1,865 -5%
BFEC
281
Benjamin F. Edwards & Company
Missouri
$1.01M +$60.1K +2,195 +6%
TL
282
TrueWealth LLC
Georgia
$1.01M +$13.9K +507 +1%
PFO
283
Pathstone Family Office
New Jersey
$1.01M +$26.3K +96 +3%
BBPWM
284
Blue Bell Private Wealth Management
Pennsylvania
$1M +$31.7K +1,157 +3%
FCM
285
Fortis Capital Management
Washington
$997K +$997K +36,437 New
NRI
286
NFP Retirement Inc
California
$983K +$983K +35,935 New
TIM
287
Tortoise Investment Management
New York
$976K -$9.61K -351 -1%
RW
288
REDW Wealth
New Mexico
$967K -$196K -7,153 -17%
BCA
289
Berman Capital Advisors
Georgia
$965K – – –
LJAC
290
L.J. Altfest & Co
New York
$961K +$19K +696 +2%
PWM
291
Perigon Wealth Management
California
$958K +$958K +34,908 New
AG
292
Advisor Group
Arizona
$956K +$133K +4,866 +16%
VCM
293
Vivaldi Capital Management
Illinois
$943K +$4.33K +158 +0.5%
BIA
294
Bigelow Investment Advisors
Maine
$937K +$12.6K +460 +1%
WDL
295
Well Done LLC
Michigan
$928K -$648K -23,679 -41%
CHA
296
Carmichael Hill & Associates
Maryland
$928K +$18.4K +671 +2%
ACG
297
Allen Capital Group
Nebraska
$926K -$251K -9,170 -21%
AIM
298
Aspen Investment Management
Michigan
$917K +$58.1K +2,122 +7%
BCI
299
Brinker Capital Investments
Pennsylvania
$908K -$370K -13,524 -29%
JPLA
300
Joseph P. Lucia & Associates
New York
$908K +$101K +3,693 +13%
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