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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 %
SFG
351
StrategIQ Financial Group
Indiana
$436K -$77.2K -3,727 -15%
First Manhattan
352
First Manhattan
New York
$436K – – –
FLA
353
Financial Life Advisors
Texas
$433K -$50.3K -2,428 -10%
GAM
354
Gould Asset Management
California
$421K -$137K -6,605 -24%
BA
355
Ballast Advisors
Minnesota
$417K +$32.4K +1,567 +8%
RFC
356
Regions Financial Corp
Alabama
$411K +$411K +19,849 New
IIC
357
Integrated Investment Consultants
Michigan
$410K -$151K -7,300 -27%
AFAS
358
Acorn Financial Advisory Services
Virginia
$407K +$10.6K +509 +3%
MWM
359
Merriman Wealth Management
Washington
$391K +$391K +18,889 New
EAM
360
Evanson Asset Management
California
$386K -$229K -11,049 -37%
CAL
361
Capital Advisors Ltd
Ohio
$384K +$384K +18,556 New
BCI
362
Brinker Capital Investments
Pennsylvania
$382K -$305K -14,745 -44%
WCM
363
Weik Capital Management
Pennsylvania
$380K +$12.4K +600 +3%
EGWAG
364
Elwood & Goetz Wealth Advisory Group
Georgia
$376K -$14.2K -686 -4%
CCG
365
Chatham Capital Group
Georgia
$374K – – –
PAM
366
Peak Asset Management
Colorado
$370K -$20.9K -1,011 -5%
IC
367
InterOcean Capital
Illinois
$368K -$425K -20,510 -54%
HL
368
HeadInvest LLC
Maine
$362K +$116K +5,594 +47%
VCP
369
Vista Capital Partners
Oregon
$358K -$5.15K -249 -1%
CA
370
Callahan Advisors
Texas
$357K +$58.9K +2,845 +20%
MMHP
371
Murphy Middleton Hinkle & Parker
Georgia
$353K +$2.82K +136 +0.8%
FI
372
FormulaFolio Investments
Michigan
$350K -$1.11M -53,733 -76%
PSUF
373
People's United Financial
Connecticut
$349K -$56.1K -2,711 -14%
FFA
374
Fragasso Financial Advisors
Pennsylvania
$345K – – –
DP
375
DDD Partners
Washington
$345K +$30.1K +1,453 +10%
13 14
15
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