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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 %
AWS
451
AJ Wealth Strategies
New York
$311K -$24.6K -900 -7%
SCA
452
STALEY CAPITAL ADVISERS
Pennsylvania
$310K – – –
Lido Advisors
453
Lido Advisors
California
$302K +$55 +2 +0%
IIM
454
Ironwood Investment Management
Massachusetts
$295K -$2K -73 -0.7%
WOC
455
West Oak Capital
California
$288K +$40.9K +1,495 +17%
ESB
456
Essex Savings Bank
Connecticut
$285K +$1.09K +40 +0.4%
CCM
457
Coldstream Capital Management
Washington
$284K -$71.4K -2,612 -20%
WA
458
Wealth Architects
California
$280K +$36.7K +1,342 +15%
SCA
459
Stokes Capital Advisors
South Carolina
$277K -$109K -3,975 -28%
SAM
460
Secure Asset Management
Michigan
$276K +$276K +10,097 New
LNB
461
Ledyard National Bank
$274K – – –
PFP
462
Pinnacle Financial Partners
Tennessee
$274K +$1.29K +47 +0.5%
FTI
463
Fiduciary Trust International
Massachusetts
$274K +$274K +10,000 New
IC
464
IEQ Capital
California
$274K +$274K +10,011 New
OFW
465
Omnia Family Wealth
Florida
$273K +$273K +9,965 New
CIR
466
Clear Investment Research
Georgia
$271K +$8.43K +308 +3%
OWM
467
Opes Wealth Management
California
$268K -$125K -4,591 -32%
AWE
468
Avidian Wealth Enterprises
Texas
$268K -$12K -438 -4%
MI
469
Moneywise Inc
Virginia
$262K -$21.4K -850 -8%
SC
470
Savant Capital
Illinois
$262K -$5.8K -212 -2%
CBFP
471
Cedar Brook Financial Partners
Ohio
$261K -$103K -3,738 -28%
Jane Street
472
Jane Street
New York
$261K +$261K +9,519 New
EFSCE
473
Enterprise Financial Services Corp (EFSC)
Missouri
$254K – – –
SBIA
474
Sheaff Brock Investment Advisors
Indiana
$251K – – –
LFG
475
Larson Financial Group
Missouri
$249K -$8.71K -318 -3%
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19
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