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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
+$51.7M
3
CSIA
Charles Schwab Investment Advisory
California
+$43.1M
4
FWM
Focused Wealth Management
New York
+$38.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$30.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$479M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$8.06M
3
WAM
Wealthspire Advisors (Maryland)
Maryland
-$7.84M
4
LFAS
Level Four Advisory Services
Texas
-$5.37M
5
IWMA
Ironwood Wealth Management (Arizona)
Arizona
-$3.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
326
Starfire Investment Advisers
Michigan
$774K -$48.9K -1,787 -6%
NFG
327
Nations Financial Group
Iowa
$771K +$68.9K +2,516 +10%
MWP
328
MYCIO Wealth Partners
Pennsylvania
$759K +$193K +7,050 +34%
IIC
329
Integrated Investment Consultants
Michigan
$742K – – –
GRP
330
Global Retirement Partners
California
$741K +$68.4K +2,499 +10%
GAM
331
Gould Asset Management
California
$738K +$75.5K +2,760 +11%
MAG
332
Mayfair Advisory Group
Alabama
$736K +$736K +26,877 New
CFA
333
Cahill Financial Advisors
Minnesota
$735K +$10.5K +384 +1%
Nomura Asset Management
334
Nomura Asset Management
Japan
$732K +$400K +14,600 +120%
Cerity Partners
335
Cerity Partners
New York
$723K +$218K +7,950 +43%
RDWM
336
Red Door Wealth Management
Tennessee
$723K +$723K +25,746 New
BFM
337
Broadview Financial Management
Wisconsin
$716K -$44.5K -1,627 -6%
CCWA
338
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$714K -$10.6K -389 -1%
JC
339
Jentner Corp
Ohio
$712K +$70K +2,558 +11%
BAM
340
Belpointe Asset Management
Nevada
$699K +$72.8K +2,663 +12%
BL
341
BFSG LLC
California
$698K -$11.8K -431 -2%
CWP
342
Capital Wealth Planning
Florida
$689K +$23.7K +866 +4%
OCG
343
Opus Capital Group
Ohio
$689K +$689K +25,183 New
SFG
344
StrategIQ Financial Group
Indiana
$678K +$15.8K +577 +2%
ACM
345
AlphaStar Capital Management
North Carolina
$678K +$37.5K +1,369 +6%
PFM
346
Peak Financial Management
Massachusetts
$665K -$3.61K -132 -0.5%
IAN
347
Integrated Advisors Network
Texas
$663K +$663K +24,222 New
FLA
348
Financial Life Advisors
Texas
$639K -$28.1K -1,026 -4%
GCA
349
Gradient Capital Advisors
California
$638K +$241K +8,812 +61%
PWA
350
Physician Wealth Advisors
Utah
$636K -$47K -1,665 -7%
12 13
14
15 16