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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 %
IAN
301
Integrated Advisors Network
Texas
$682K -$50.7K -1,894 -7%
BA
302
Bristlecone Advisors
Washington
$681K +$681K +25,447 New
CWA
303
Carolina Wealth Advisors
South Carolina
$678K +$35K +1,309 +5%
GCA
304
Gradient Capital Advisors
California
$676K -$89.6K -3,348 -12%
OCG
305
Opus Capital Group
Ohio
$675K +$675K +25,242 New
FI
306
FormulaFolio Investments
Michigan
$669K +$181K +6,779 +37%
JWM
307
Janiczek Wealth Management
Colorado
$667K – – –
SPC
308
Sigma Planning Corp
Michigan
$662K -$19.3K -721 -3%
JIR
309
James Investment Research
Ohio
$661K +$50.8K +1,899 +8%
AA
310
Alesco Advisors
New York
$642K -$44.2K -1,650 -6%
RFA
311
Reilly Financial Advisors
California
$640K +$62.4K +2,330 +11%
PFA
312
Pure Financial Advisors
California
$632K -$53.3K -1,992 -8%
BAM
313
Belpointe Asset Management
Nevada
$609K -$5.89K -220 -1%
WDL
314
Well Done LLC
Michigan
$608K – – –
AFP
315
Ausdal Financial Partners
Iowa
$608K +$250K +9,343 +70%
JC
316
Jentner Corp
Ohio
$596K -$3.13K -117 -0.5%
WFA
317
Wade Financial Advisory
California
$594K -$15.9K -593 -3%
CC
318
Callan Capital
California
$589K +$54.3K +2,031 +10%
PCA
319
Personal Capital Advisors
California
$587K +$74.2K +2,773 +14%
FWM
320
Filbrandt Wealth Management
Wisconsin
$584K – – –
Lido Advisors
321
Lido Advisors
California
$576K -$2.17K -81 -0.4%
GT
322
Greenleaf Trust
Michigan
$568K – – –
FM
323
Foster & Motley
Ohio
$567K +$41.8K +1,563 +8%
BL
324
BFSG LLC
California
$563K -$17K -635 -3%
SSWM
325
Sheets Smith Wealth Management
North Carolina
$562K -$38.7K -1,445 -6%
11 12
13
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