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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

576 hedge funds and large institutions have $4.21B invested in Schwab Emerging Markets Equity ETF in 2020 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 204 increasing their positions, 260 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
-21
Holders Change %
-3.52%
% of All Funds
11.84%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.7%
New
44
Increased
204
Reduced
260
Closed
63
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$547M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$111M
3
TI
Tidal Investments
Wisconsin
+$39.5M
4
MG
Mather Group
Illinois
+$35.6M
5
SCM
SCS Capital Management
Massachusetts
+$27.1M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$186M
2
SS
Sunbelt Securities
Texas
-$70.2M
3
Bank of America
Bank of America
North Carolina
-$63.9M
4
ACM
Alpha Capital Management
Texas
-$24.6M
5
AIP
Almanack Investment Partners
Pennsylvania
-$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
301
Sigma Planning Corp
Michigan
$620K +$374K +15,373 +152%
CAG
302
Curtis Advisory Group
California
$620K +$620K +25,464 New
IDA
303
Intelligence Driven Advisers
California
$610K -$24.2K -995 -4%
JWM
304
Janiczek Wealth Management
Colorado
$607K -$106K -4,330 -15%
EGWAG
305
Elwood & Goetz Wealth Advisory Group
Georgia
$591K +$148K +6,093 +33%
DWM
306
Destination Wealth Management
California
$587K -$4.7K -193 -0.8%
CWA
307
Carolina Wealth Advisors
South Carolina
$585K +$12.8K +527 +2%
BAM
308
Belpointe Asset Management
Nevada
$559K -$5.55K -228 -1%
ACG
309
Allen Capital Group
Nebraska
$558K -$115K -4,728 -17%
JIR
310
James Investment Research
Ohio
$555K -$2.55K -105 -0.5%
WFA
311
Wade Financial Advisory
California
$555K +$30.1K +1,234 +6%
WDL
312
Well Done LLC
Michigan
$553K – – –
LFS
313
Legacy Financial Strategies
Kansas
$551K +$8.06K +331 +1%
FA
314
FDx Advisors
Illinois
$550K -$351K -14,385 -39%
WS
315
Wedbush Securities
California
$548K +$548K +22,493 New
BFM
316
Broadview Financial Management
Wisconsin
$546K -$39.8K -1,633 -7%
SSWM
317
Sheets Smith Wealth Management
North Carolina
$546K +$24.5K +1,007 +5%
JC
318
Jentner Corp
Ohio
$545K +$14.3K +589 +3%
ASN
319
Advisory Services Network
Georgia
$539K -$471K -19,341 -47%
OCM
320
One Capital Management
California
$533K -$68.2K -2,803 -11%
FWM
321
Filbrandt Wealth Management
Wisconsin
$531K +$481K +19,770 +967%
WOSD
322
WFA of San Diego
California
$531K +$531K +21,791 New
AAIM
323
Asset Advisors Investment Management
Georgia
$529K -$147K -6,030 -22%
BL
324
BFSG LLC
California
$528K -$68.9K -2,829 -12%
Lido Advisors
325
Lido Advisors
California
$527K +$168K +6,881 +47%
11 12
13
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