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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 %
HWA
351
Heritage Way Advisors
Illinois
$467K +$40.8K +1,524 +10%
SC
352
Schoolcraft Capital
Colorado
$463K +$12.4K +463 +3%
ZIM
353
Zacks Investment Management
Illinois
$461K +$143K +5,354 +45%
DADC
354
D.A. Davidson & Co
Montana
$460K +$9.99K +373 +2%
WCFA
355
Walkner Condon Financial Advisors
Wisconsin
$457K +$457K +17,064 New
BJL
356
Brighton Jones LLC
Washington
$453K +$15.2K +569 +3%
FFA
357
Fragasso Financial Advisors
Pennsylvania
$449K – – –
SPIA
358
Steward Partners Investment Advisory
New York
$446K +$221K +8,264 +98%
OCM
359
One Capital Management
California
$444K -$142K -5,303 -24%
AWA
360
Alaska Wealth Advisors
Alaska
$442K +$16.8K +627 +4%
AFAS
361
Acorn Financial Advisory Services
Virginia
$440K -$81.6K -3,055 -16%
CAG
362
Crestwood Advisors Group
Massachusetts
$418K +$6.91K +258 +2%
ASN
363
Advisory Services Network
Georgia
$417K -$176K -6,563 -30%
BCM
364
Bourgeon Capital Management
Connecticut
$417K +$13.7K +511 +3%
SIC
365
Salem Investment Counselors
North Carolina
$416K +$201K +7,533 +94%
DWT
366
Dorsey & Whitney Trust
South Dakota
$414K +$22K +825 +6%
AIA
367
Armor Investment Advisors
North Carolina
$408K +$70.7K +2,643 +21%
SAM
368
Summit Asset Management
Tennessee
$402K +$10.6K +394 +3%
RSWM
369
Robertson Stephens Wealth Management
California
$399K +$48.2K +1,803 +14%
BIA
370
Bigelow Investment Advisors
Maine
$398K -$12K -447 -3%
CPIG
371
Chicago Partners Investment Group
Illinois
$398K +$27.9K +1,013 +8%
BFPW
372
BOK Financial Private Wealth
Colorado
$395K -$99.2K -3,708 -20%
SP
373
SWS Partners
Ohio
$392K +$392K +14,651 New
CBFP
374
Cedar Brook Financial Partners
Ohio
$390K +$164K +6,116 +72%
PWA
375
Physician Wealth Advisors
Utah
$388K -$690 -25 -0.2%
13 14
15
16 17