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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 %
BOPW
426
Brandywine Oak Private Wealth
Pennsylvania
$370K +$13.4K +489 +4%
CCM
427
Carlson Capital Management
Minnesota
$369K +$88.4K +3,230 +32%
KA
428
Klingman & Associates
New York
$363K +$2.93K +107 +0.8%
SC
429
Schoolcraft Capital
Colorado
$359K +$57.9K +2,114 +19%
SI
430
SimpliFi Inc
California
$357K +$73.3K +2,674 +26%
BCP
431
Blackhawk Capital Partners
Wisconsin
$356K – – –
EVC
432
Eidelman Virant Capital
Missouri
$355K -$2.74K -100 -0.8%
JIC
433
Johnson Investment Counsel
Ohio
$354K -$131K -4,798 -27%
TF
434
Tompkins Financial
New York
$352K -$3.91K -143 -1%
SIC
435
Sigma Investment Counselors
Michigan
$346K -$1.15K -42 -0.3%
FC
436
FCA Corp
Texas
$344K +$5.86K +214 +2%
FG
437
Fiduciary Group
Georgia
$341K -$57.1K -2,089 -14%
JPMorgan Chase & Co
438
JPMorgan Chase & Co
New York
$339K +$225K +8,204 +196%
DADC
439
D.A. Davidson & Co
Montana
$337K – – –
Goldman Sachs
440
Goldman Sachs
New York
$335K – – –
SSWM
441
Smith Salley Wealth Management
North Carolina
$329K – – –
BDF
442
Black Diamond Financial
Maryland
$327K -$242K -8,850 -43%
KWM
443
Kingsview Wealth Management
Oregon
$326K -$264K -9,648 -45%
HL
444
HeadInvest LLC
Maine
$326K +$7.93K +290 +2%
MCIA
445
Mountain Capital Investment Advisors
Colorado
$325K -$3M -108,788 -90%
MCM
446
Maple Capital Management
Vermont
$324K +$10.3K +375 +3%
BPM
447
Bowling Portfolio Management
Ohio
$321K +$18.9K +689 +6%
MIAN
448
Mariner Independent Advisor Network
Kansas
$319K -$92.1K -3,301 -22%
PEA
449
Pacific Edge Advisors
California
$316K -$246K -9,000 -44%
SFG
450
Sage Financial Group
Pennsylvania
$316K +$2.27K +83 +0.7%
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