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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 %
AI
301
Atria Investments
North Carolina
$899K +$233K +8,515 +35%
DWM
302
Destination Wealth Management
California
$890K +$59.9K +2,189 +7%
ACA
303
Atlas Capital Advisors
Wyoming
$886K -$376K -13,740 -30%
GI
304
GS Investments
Minnesota
$883K +$128K +4,948 +17%
OCM
305
One Capital Management
California
$877K -$473K -17,302 -35%
JWM
306
Janiczek Wealth Management
Colorado
$872K -$70K -2,557 -7%
FCIM
307
Fairview Capital Investment Management
California
$872K +$30.8K +1,125 +4%
RCA
308
Reitz Capital Advisors
Michigan
$869K +$1.56K +57 +0.2%
VC
309
Voit & Company
Wisconsin
$867K +$5.18K +189 +0.6%
VFA
310
Valeo Financial Advisors
Indiana
$865K +$551K +20,108 +175%
GMA
311
Goldstein Munger & Associates
California
$864K +$15.5K +566 +2%
CWS
312
Cypress Wealth Services
California
$856K -$1.23M -44,841 -59%
SCM
313
SOL Capital Management
Maryland
$841K +$22.3K +816 +3%
BAM
314
Baldrige Asset Management
Pennsylvania
$841K +$48K +1,753 +6%
WS
315
Wedbush Securities
California
$831K +$831K +30,348 New
SSWM
316
Sheets Smith Wealth Management
North Carolina
$826K +$7.14K +261 +0.9%
CAM
317
Cresset Asset Management
Illinois
$821K +$528K +19,293 +180%
GAM
318
Garrison Asset Management
Arkansas
$818K -$5.67K -207 -0.7%
PA
319
Parallel Advisors
California
$818K +$12K +439 +1%
G
320
Gainplan
Michigan
$816K -$547K -19,996 -40%
EAM
321
Evanson Asset Management
California
$813K +$3.26K +119 +0.4%
AAIM
322
Asset Advisors Investment Management
Georgia
$812K +$24.8K +884 +3%
CC
323
Callan Capital
California
$810K +$80.9K +2,954 +11%
BFPW
324
BOK Financial Private Wealth
Colorado
$808K -$73.9K -2,703 -8%
LNC
325
Lincoln National Corp
Pennsylvania
$791K +$30.2K +1,102 +4%
11 12
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