SCHE icon

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 %
FAAS
276
First Allied Advisory Services
California
$781K +$781K +37,746 New
FA
277
Faithward Advisors
Pennsylvania
$780K -$135K -6,509 -15%
NRI
278
NFP Retirement Inc
California
$767K +$23.6K +1,143 +3%
SP
279
Successful Portfolios
Florida
$766K -$172K -8,306 -18%
FA
280
FDx Advisors
Illinois
$765K +$765K +36,955 New
BIP
281
Blueprint Investment Partners
North Carolina
$739K -$1.63M -79,026 -69%
BCA
282
Berman Capital Advisors
Georgia
$729K – – –
BBPWM
283
Blue Bell Private Wealth Management
Pennsylvania
$728K -$29.1K -1,404 -4%
GFPC
284
Global Financial Private Client
Florida
$727K +$727K +36,568 New
ACA
285
Atlas Capital Advisors
Wyoming
$721K +$51.8K +2,506 +8%
PFM
286
Peak Financial Management
Massachusetts
$720K +$218K +10,518 +43%
PWM
287
Perigon Wealth Management
California
$711K -$37K -1,725 -5%
FCM
288
Fortis Capital Management
Washington
$700K -$53.5K -2,587 -7%
SC
289
Stratford Consulting
Texas
$700K +$699K +33,808 +116,579%
CHA
290
Carmichael Hill & Associates
Maryland
$699K -$2.5K -121 -0.4%
Rafferty Asset Management
291
Rafferty Asset Management
New York
$698K -$148K -7,159 -18%
LJAC
292
L.J. Altfest & Co
New York
$698K -$28.8K -1,392 -4%
VC
293
Voit & Company
Wisconsin
$693K +$38.2K +1,847 +6%
RPG
294
Resource Planning Group
Georgia
$689K -$402K -19,418 -37%
JPLA
295
Joseph P. Lucia & Associates
New York
$685K -$1.59K -77 -0.2%
RJA
296
Raymond James & Associates
Florida
$676K +$676K +32,654 New
ICM
297
Islay Capital Management
Texas
$657K -$158K -7,632 -19%
VFM
298
Vivid Financial Management
California
$656K +$656K +31,726 New
NFG
299
Nations Financial Group
Iowa
$642K +$59.2K +2,860 +10%
SCM
300
SOL Capital Management
Maryland
$634K -$2.36K -114 -0.4%
10 11
12
13 14