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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 %
G
426
Gainplan
Michigan
$225K -$391K -18,933 -63%
PA
427
PFG Advisors
Arizona
$223K -$157K -7,241 -41%
IIM
428
Ironwood Investment Management
Massachusetts
$223K – – –
BF
429
BOK Financial
Oklahoma
$223K +$223K +10,797 New
GMA
430
Goldstein Munger & Associates
California
$222K -$430K -20,803 -66%
OC
431
Oarsman Capital
Wisconsin
$222K -$182K -8,811 -45%
WOC
432
West Oak Capital
California
$217K -$1.45K -70 -0.7%
MCM
433
Mengis Capital Management
Oregon
$214K +$39.8K +1,930 +23%
AFP
434
Ausdal Financial Partners
Iowa
$213K +$29.9K +1,381 +16%
AIA
435
Armor Investment Advisors
North Carolina
$213K +$57.5K +2,781 +37%
CA
436
Clearstead Advisors
Ohio
$211K +$211K +10,198 New
VFA
437
Valeo Financial Advisors
Indiana
$209K -$468K -21,835 -69%
SPC
438
Sigma Planning Corp
Michigan
$209K -$256K -12,350 -55%
HIM
439
Hanlon Investment Management
New Jersey
$208K +$24.8K +1,196 +14%
DSA
440
Droms Strauss Advisors
Missouri
$207K -$831K -40,265 -80%
MI
441
Moneywise Inc
Virginia
$207K -$8.32K -403 -4%
LNB
442
Ledyard National Bank
$207K – – –
PFP
443
Pinnacle Financial Partners
Tennessee
$207K – – –
FTI
444
Fiduciary Trust International
Massachusetts
$207K – – –
PAG
445
Private Advisor Group
New Jersey
$207K +$46.3K +2,233 +29%
PFM
446
Parsec Financial Management
North Carolina
$205K -$172K -8,282 -46%
3AM
447
3D Asset Management
Connecticut
$205K -$82.9K -4,011 -29%
CIR
448
Clear Investment Research
Georgia
$205K -$124 -6 -0.1%
AWE
449
Avidian Wealth Enterprises
Texas
$204K +$1.74K +84 +0.9%
M&T Bank
450
M&T Bank
New York
$204K +$204K +9,853 New
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