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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 %
CWS
326
Cypress Wealth Services
California
$505K -$142K -6,850 -22%
DWM
327
Destination Wealth Management
California
$503K -$170K -8,224 -25%
BFM
328
Broadview Financial Management
Wisconsin
$497K -$44.2K -2,138 -8%
FCIM
329
Fairview Capital Investment Management
California
$496K -$164K -7,912 -25%
SWP
330
Stratos Wealth Partners
Ohio
$489K -$563K -27,168 -53%
CWA
331
Carolina Wealth Advisors
South Carolina
$487K +$24.4K +1,179 +5%
CWP
332
Capital Wealth Planning
Florida
$485K -$36.2K -1,749 -7%
BIA
333
Bigelow Investment Advisors
Maine
$480K -$229K -11,057 -32%
BAM
334
Belpointe Asset Management
Nevada
$480K -$49K -2,369 -9%
RSWM
335
Robertson Stephens Wealth Management
California
$480K +$480K +23,198 New
CWM
336
Centric Wealth Management
Illinois
$476K -$535K -21,522 -53%
JIR
337
James Investment Research
Ohio
$474K +$474K +22,924 New
WDL
338
Well Done LLC
Michigan
$470K -$231K -11,191 -33%
CNFG
339
Creegan & Nassoura Financial Group
New Hampshire
$464K +$4.14K +200 +0.9%
LFS
340
Legacy Financial Strategies
Kansas
$462K +$111K +5,345 +32%
ZIM
341
Zacks Investment Management
Illinois
$459K +$54.2K +2,621 +13%
QCG
342
Quadrant Capital Group
Ohio
$453K +$265K +12,772 +141%
JC
343
Jentner Corp
Ohio
$451K -$86.8K -4,197 -16%
WP
344
WealthPLAN Partners
Nebraska
$448K -$10.9K -490 -2%
WFA
345
Wade Financial Advisory
California
$446K +$99.7K +4,818 +29%
SSWM
346
Sheets Smith Wealth Management
North Carolina
$443K -$181K -8,761 -29%
AFG
347
Arkansas Financial Group
Arkansas
$440K +$440K +21,286 New
RFA
348
Reilly Financial Advisors
California
$439K -$9.37K -453 -2%
GT
349
Greenleaf Trust
Michigan
$439K – – –
NB
350
Nicolet Bankshares
Wisconsin
$439K +$72.1K +3,485 +20%
12 13
14
15 16