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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

582 hedge funds and large institutions have $4.59B invested in Schwab Emerging Markets Equity ETF in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 181 increasing their positions, 257 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+6
Holders Change %
+1.04%
% of All Funds
11.77%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.67%
New
55
Increased
181
Reduced
257
Closed
39
Calls
–
Puts
$511K
Net Calls
-$511K
Net Calls Change
-$511K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$34.2M
2
CSIA
Charles Schwab Investment Advisory
California
+$26M
3
MG
Mather Group
Illinois
+$11M
4
KFC
Klingenstein Fields & Co
New York
+$8.69M
5
I
INVST
Indiana
+$7.66M

Top Sellers

1
TI
Tidal Investments
Wisconsin
-$39.5M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$27.7M
3
Creative Planning
Creative Planning
Kansas
-$15.5M
4
JIP
JBJ Investment Partners
South Carolina
-$12.5M
5
AG
Appleton Group
Wisconsin
-$6.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
276
BCS Wealth Management
Tennessee
$810K +$2.04K +76 +0.3%
CHA
277
Carmichael Hill & Associates
Maryland
$809K -$29.1K -1,088 -3%
DWM
278
Destination Wealth Management
California
$800K +$155K +5,807 +24%
IA
279
IFP Advisors
Florida
$796K -$72.6K -2,721 -8%
EH
280
Equitable Holdings
New York
$792K -$101K -3,777 -11%
GAM
281
Garrison Asset Management
Arkansas
$786K +$937 +35 +0.1%
AIM
282
Aspen Investment Management
Michigan
$783K – – –
PAMG
283
Patton Albertson Miller Group
Tennessee
$771K -$273K -10,215 -26%
BAM
284
Berkshire Asset Management
Pennsylvania
$761K -$1.94M -72,659 -72%
RCA
285
Reitz Capital Advisors
Michigan
$760K +$386K +14,436 +103%
RPGK
286
Retirement Planning Group (Kansas)
Kansas
$748K -$85.7K -3,203 -10%
CFA
287
Cahill Financial Advisors
Minnesota
$727K – – –
RW
288
REDW Wealth
New Mexico
$719K -$38.4K -1,433 -5%
First Manhattan
289
First Manhattan
New York
$713K -$146K -5,475 -17%
SP
290
Successful Portfolios
Florida
$707K -$25K -934 -3%
VCM
291
Versant Capital Management
Arizona
$706K -$96.1K -3,590 -12%
ICM
292
Islay Capital Management
Texas
$706K +$2.06K +77 +0.3%
MAS
293
Madden Advisory Services
Florida
$705K -$334K -12,494 -32%
LFS
294
Legacy Financial Strategies
Kansas
$705K +$99K +3,697 +16%
WIC
295
Whitegate Investment Counselors
New Hampshire
$704K -$1.44K -54 -0.2%
CI
296
Cordant Inc
Oregon
$701K +$428 +16 +0.1%
DAS
297
Dynamic Advisor Solutions
Arizona
$696K +$2.86K +107 +0.4%
SCM
298
SOL Capital Management
Maryland
$695K +$12.3K +459 +2%
ACA
299
Atlas Capital Advisors
Wyoming
$689K -$16.4K -612 -2%
CAG
300
Curtis Advisory Group
California
$684K +$2.17K +81 +0.3%
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