SCHE icon

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 %
SAM
401
Summit Asset Management
Tennessee
$289K +$3.7K +179 +1%
GG
402
Gofen & Glossberg
Illinois
$285K -$79.4K -3,842 -22%
CSPIA
403
Cary Street Partners Investment Advisory
Virginia
$284K +$4.27K +207 +2%
SIC
404
Sigma Investment Counselors
Michigan
$280K +$18.3K +886 +7%
Jane Street
405
Jane Street
New York
$280K +$83K +4,009 +42%
SP
406
SWS Partners
Ohio
$278K +$278K +13,433 New
EVC
407
Eidelman Virant Capital
Missouri
$273K +$4.56K +220 +2%
CIBC Private Wealth Group
408
CIBC Private Wealth Group
Georgia
$269K -$30.3K -1,464 -10%
PEA
409
Pacific Edge Advisors
California
$266K +$26.9K +1,300 +11%
AWS
410
AJ Wealth Strategies
New York
$266K +$30.9K +1,494 +13%
FC
411
FCA Corp
Texas
$263K +$2.51K +121 +1%
KWM
412
Kingsview Wealth Management
Oregon
$254K +$6.88K +332 +3%
SI
413
SimpliFi Inc
California
$252K -$17.1K -828 -6%
JIC
414
Johnson Investment Counsel
Ohio
$252K -$16K -772 -6%
BDF
415
Black Diamond Financial
Maryland
$251K +$4.13K +200 +2%
LNC
416
Lincoln National Corp
Pennsylvania
$250K -$348K -16,815 -58%
BSW
417
Buckingham Strategic Wealth
Missouri
$248K -$95.5K -4,620 -28%
FG
418
Fiduciary Group
Georgia
$247K -$10.7K -517 -4%
BPM
419
Bowling Portfolio Management
Ohio
$241K -$1.88K -91 -0.8%
TCM
420
Twele Capital Management
Minnesota
$239K -$113K -5,468 -32%
SCA
421
STALEY CAPITAL ADVISERS
Pennsylvania
$236K +$1.14K +55 +0.5%
Citigroup
422
Citigroup
New York
$235K +$232K +11,230 +7,537%
CMBA
423
C.M. Bidwell & Associates
Hawaii
$233K -$81.8K -3,962 -26%
TAM
424
Tocqueville Asset Management
New York
$229K +$229K +11,090 New
SW
425
SteelPeak Wealth
California
$227K -$7.79M -376,481 -97%
15 16
17
18 19