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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

636 hedge funds and large institutions have $5.46B invested in Schwab Emerging Markets Equity ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 248 increasing their positions, 226 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+54
Holders Change %
+9.28%
% of All Funds
11.28%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
0.8%
New
93
Increased
248
Reduced
226
Closed
28
Calls
–
Puts
$972K
Net Calls
-$972K
Net Calls Change
-$461K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$119M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.69B
3
TCM
3
Tradewinds Capital Management
Washington
$19.6M
4
MG
4
Mather Group
Illinois
$183M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.1M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$756M
2
Jane Street
2
Jane Street
New York
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.18M
4
X
4
Xponance
Pennsylvania
$3.51M
5
TI
5
tru Independence
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
351
Filbrandt Wealth Management
Wisconsin
$669K – – –
GT
352
Greenleaf Trust
Michigan
$650K – – –
FA
353
Fortis Advisors
Pennsylvania
$650K +$580K +18,902 +822%
SFG
354
StrategIQ Financial Group
Indiana
$641K +$27.8K +908 +5%
NB
355
Nicolet Bankshares
Wisconsin
$635K -$4.6K -150 -0.7%
CNFG
356
Creegan & Nassoura Financial Group
New Hampshire
$627K – – –
CFO
357
Collective Family Office
Pennsylvania
$627K +$627K +20,441 New
EGWAG
358
Elwood & Goetz Wealth Advisory Group
Georgia
$624K -$3.22K -105 -0.5%
BCM
359
Bourgeon Capital Management
Connecticut
$624K +$147K +4,786 +31%
PRS
360
Pinkerton Retirement Specialists
Idaho
$621K +$58.1K +1,895 +10%
HFS
361
Howard Financial Services
Texas
$618K -$320K -10,426 -34%
BL
362
BFSG LLC
California
$617K -$28.2K -921 -4%
FLA
363
Financial Life Advisors
Texas
$609K -$11.5K -375 -2%
PFA
364
Pure Financial Advisors
California
$605K -$119K -3,877 -16%
BF
365
BOK Financial
Oklahoma
$603K -$3.46K -113 -0.6%
SPIA
366
Steward Partners Investment Advisory
New York
$598K +$86.7K +2,827 +17%
ACG
367
Allen Capital Group
Nebraska
$592K +$92 +3 +0%
CAL
368
Capital Advisors Ltd
Ohio
$592K +$521 +17 +0.1%
WP
369
WealthPLAN Partners
Nebraska
$590K -$2.42K -73 -0.4%
VFIC
370
Valley Forge Investment Consultants
Pennsylvania
$582K +$582K +18,990 New
H
371
HoyleCohen
California
$576K -$22.2K -723 -4%
ZIM
372
Zacks Investment Management
Illinois
$571K +$42.7K +1,395 +8%
FA
373
FDx Advisors
Illinois
$570K -$33.5K -1,092 -6%
DWT
374
Dorsey & Whitney Trust
South Dakota
$570K +$94.3K +3,073 +20%
WCFA
375
Walkner Condon Financial Advisors
Wisconsin
$569K +$46.4K +1,516 +9%
13 14
15
16 17