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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 %
JPMPWA
376
J.P. Morgan Private Wealth Advisors
California
$501K +$57.5K +2,099 +13%
AWM
377
Aprio Wealth Management
Georgia
$498K +$498K +18,213 New
PFM
378
Parsec Financial Management
North Carolina
$497K +$13.2K +484 +3%
RWA
379
River Wealth Advisors
Pennsylvania
$496K +$7.39K +270 +2%
CCG
380
Chatham Capital Group
Georgia
$495K -$20.5K -750 -4%
CWM
381
Concentric Wealth Management
California
$493K +$493K +18,000 New
WCM
382
Weik Capital Management
Pennsylvania
$487K -$4.65K -170 -0.9%
NB
383
Nicolet Bankshares
Wisconsin
$485K +$9.58K +350 +2%
PA
384
PFG Advisors
Arizona
$483K -$6.42K -233 -1%
GG
385
Gofen & Glossberg
Illinois
$483K +$20.4K +745 +4%
VCP
386
Vista Capital Partners
Oregon
$480K -$40.2K -1,469 -8%
MCP
387
Mirador Capital Partners
California
$479K +$479K +17,518 New
TCM
388
Twele Capital Management
Minnesota
$466K +$33.2K +1,214 +8%
LFS
389
Legacy Financial Strategies
Kansas
$464K -$16.1K -590 -3%
FBB
390
Fulton Breakefield Broenniman
Maryland
$463K -$29.7K -1,085 -6%
MMHP
391
Murphy Middleton Hinkle & Parker
Georgia
$463K +$575 +21 +0.1%
BF
392
Blankinship & Foster
California
$460K -$903 -33 -0.2%
WFA
393
Wade Financial Advisory
California
$458K +$458K +16,734 New
FFA
394
Fragasso Financial Advisors
Pennsylvania
$457K +$5.78K +211 +1%
BSW
395
Buckingham Strategic Wealth
Missouri
$455K +$5.64K +206 +1%
MWM
396
Meridian Wealth Management
Kentucky
$445K +$23K +840 +5%
BJL
397
Brighton Jones LLC
Washington
$444K +$13K +474 +3%
OPA
398
Old Port Advisors
Maine
$427K +$19.2K +701 +5%
CMBA
399
C.M. Bidwell & Associates
Hawaii
$417K -$19.6K -717 -4%
DP
400
DDD Partners
Washington
$416K +$23K +842 +6%
14 15
16
17 18