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 %
MIAN
301
Mariner Independent Advisor Network
Kansas
$634K +$401K +19,704 +172%
CC
302
Callan Capital
California
$632K +$19.6K +945 +3%
PA
303
Procyon Advisors
Connecticut
$619K +$153K +7,394 +33%
AIM
304
Aspen Investment Management
Michigan
$613K -$80.2K -3,875 -12%
SWA
305
Stratos Wealth Advisors
Ohio
$610K -$1.56M -75,204 -72%
GAM
306
Garrison Asset Management
Arkansas
$609K -$8.89K -430 -1%
JWM
307
Janiczek Wealth Management
Colorado
$605K -$53.9K -2,606 -8%
GCA
308
Gradient Capital Advisors
California
$604K +$121K +5,866 +25%
RCA
309
Reitz Capital Advisors
Michigan
$597K -$59.9K -2,893 -9%
PFA
310
Pure Financial Advisors
California
$586K -$191K -9,214 -25%
BWM
311
BCS Wealth Management
Tennessee
$578K +$116K +5,602 +25%
AAIM
312
Asset Advisors Investment Management
Georgia
$574K -$23.7K -1,145 -4%
ACG
313
Allen Capital Group
Nebraska
$572K -$128K -6,197 -18%
GRP
314
Global Retirement Partners
California
$571K +$11.1K +539 +2%
IAN
315
Integrated Advisors Network
Texas
$565K +$64.1K +3,100 +13%
BFPW
316
BOK Financial Private Wealth
Colorado
$557K -$53.5K -2,590 -9%
CFA
317
Cahill Financial Advisors
Minnesota
$556K +$104 +5 +0%
SIA
318
Starfire Investment Advisers
Michigan
$545K -$40.3K -1,951 -7%
RW
319
REDW Wealth
New Mexico
$543K -$187K -9,062 -26%
IDA
320
Intelligence Driven Advisers
California
$539K +$115K +5,570 +27%
IAS
321
IMA Advisory Services
Colorado
$520K +$64.7K +3,127 +14%
AL
322
Aspiriant LLC
California
$519K -$535K -25,746 -51%
CI
323
Cordant Inc
Oregon
$515K +$45.8K +2,214 +10%
OCM
324
One Capital Management
California
$511K -$152K -7,350 -23%
BL
325
BFSG LLC
California
$507K -$20.8K -1,004 -4%
11 12
13
14 15