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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 %
CI
351
Cordant Inc
Oregon
$621K +$621K +22,671 New
PA
352
Procyon Advisors
Connecticut
$616K +$616K +22,504 New
SPC
353
Sigma Planning Corp
Michigan
$614K +$43.6K +1,595 +8%
SAM
354
SignalPoint Asset Management
Missouri
$613K +$182K +6,645 +42%
BWM
355
BCS Wealth Management
Tennessee
$612K +$612K +22,354 New
CWA
356
Carolina Wealth Advisors
South Carolina
$611K +$611K +22,335 New
GI
357
Gradient Investments
Minnesota
$608K +$21.2K +775 +4%
CNFG
358
Creegan & Nassoura Financial Group
New Hampshire
$608K +$608K +22,220 New
IAS
359
IMA Advisory Services
Colorado
$602K +$20.5K +748 +4%
CIAS
360
Capital Investment Advisory Services
North Carolina
$600K -$34.8K -1,272 -5%
RFA
361
Reilly Financial Advisors
California
$594K -$13.9K -507 -2%
GT
362
Greenleaf Trust
Michigan
$581K – – –
First Manhattan
363
First Manhattan
New York
$577K – – –
OMC
364
Old Mission Capital
Illinois
$574K +$574K +20,979 New
WP
365
WealthPLAN Partners
Nebraska
$563K -$71K -2,608 -11%
IDA
366
Intelligence Driven Advisers
California
$560K -$29.3K -1,072 -5%
DAS
367
Dynamic Advisor Solutions
Arizona
$540K +$33.9K +1,240 +7%
ZIM
368
Zacks Investment Management
Illinois
$536K -$133K -4,868 -20%
PSUF
369
People's United Financial
Connecticut
$536K +$45.5K +1,661 +9%
OC
370
Oarsman Capital
Wisconsin
$535K -$21.3K -780 -4%
AFAS
371
Acorn Financial Advisory Services
Virginia
$522K +$522K +19,108 New
PAM
372
Peak Asset Management
Colorado
$518K -$4.38K -160 -0.8%
EGWAG
373
Elwood & Goetz Wealth Advisory Group
Georgia
$517K -$195K -7,101 -27%
MSWMA
374
Market Street Wealth Management Advisors
Indiana
$515K -$74.5K -2,720 -13%
BA
375
Ballast Advisors
Minnesota
$509K +$509K +18,604 New
13 14
15
16 17