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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 %
CIAS
401
CBIZ Investment Advisory Services
Ohio
$413K – – –
LWMM
402
Legacy Wealth Management (Mississippi)
Mississippi
$411K +$411K +15,000 New
HCM
403
Hengehold Capital Management
Ohio
$410K -$31.9K -1,165 -7%
CS
404
Credit Suisse
Switzerland
$410K +$23.1K +842 +6%
HFA
405
Hoover Financial Advisors
Pennsylvania
$408K +$408K +14,925 New
H
406
HoyleCohen
California
$407K +$25.8K +945 +7%
FM
407
Foster & Motley
Ohio
$404K +$45.1K +1,647 +13%
DWT
408
Dorsey & Whitney Trust
South Dakota
$402K – – –
HWA
409
Heritage Way Advisors
Illinois
$397K -$15K -550 -4%
CONA
410
Capital One National Association
New York
$397K +$397K +14,488 New
CIBC Private Wealth Group
411
CIBC Private Wealth Group
Georgia
$396K -$15.6K -569 -4%
PCA
412
Personal Capital Advisors
California
$394K -$18.8K -686 -5%
CA
413
Callahan Advisors
Texas
$394K +$120K +4,388 +44%
VHAM
414
Van Hulzen Asset Management
California
$391K +$50.9K +1,857 +15%
HI
415
Human Investing
Oregon
$388K +$15.7K +574 +4%
HWA
416
Heartwood Wealth Advisors
Virginia
$387K +$387K +14,138 New
ECM
417
Evergreen Capital Management
Washington
$385K +$111K +4,039 +40%
JHCP
418
Jackson Hole Capital Partners
Oklahoma
$383K – – –
PMG
419
ProVise Management Group
Florida
$382K – – –
3AM
420
3D Asset Management
Connecticut
$381K -$1.72K -63 -0.5%
SAM
421
Summit Asset Management
Tennessee
$378K +$33.9K +1,237 +10%
KLI
422
Kelman-Lazarov Inc
Tennessee
$377K -$28.9K -1,055 -7%
CPIG
423
Chicago Partners Investment Group
Illinois
$376K +$27.1K +967 +8%
AWA
424
Alaska Wealth Advisors
Alaska
$371K +$371K +13,556 New
CSPIA
425
Cary Street Partners Investment Advisory
Virginia
$371K +$371K +13,567 New
15 16
17
18 19