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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 %
MAG
451
Mayfair Advisory Group
Alabama
$201K -$356K -17,184 -64%
CBFP
452
Cedar Brook Financial Partners
Ohio
$201K +$4.26K +206 +2%
SFS
453
Sowell Financial Services
Arkansas
$200K +$68.5K +3,304 +52%
LFG
454
Larson Financial Group
Missouri
$193K +$5.17K +250 +3%
TF
455
Tompkins Financial
New York
$192K -$74.1K -3,586 -28%
EFSCE
456
Enterprise Financial Services Corp (EFSC)
Missouri
$190K -$2.15K -104 -1%
BWP
457
Baldwin Wealth Partners
Massachusetts
$179K +$13.9K +675 +8%
S
458
SignatureFD
Georgia
$170K +$6.09K +294 +4%
OAM
459
Oppenheimer Asset Management
New York
$169K -$2.61K -126 -2%
GSWM
460
Golden State Wealth Management
California
$168K -$39.1M -1,890,627 -100%
SIC
461
Salem Investment Counselors
North Carolina
$166K +$4.14K +200 +3%
LFG
462
LifePlan Financial Group
Ohio
$165K -$705 -34 -0.4%
MAM
463
Meeder Asset Management
Ohio
$156K – – –
WCM
464
Wealthcare Capital Management
Virginia
$155K – – –
FRA
465
Front Row Advisors
California
$154K +$25.3K +1,140 +20%
CIAS
466
CBIZ Investment Advisory Services
Ohio
$153K -$413K – –
AIC
467
Ameritas Investment Company
Nebraska
$153K +$153K +7,381 New
MA
468
MUFG Americas
New York
$146K +$58.4K +2,816 +67%
AP
469
Arlington Partners
Alabama
$140K – – –
PK
470
Pflug Koory
Nebraska
$139K -$2.59K -125 -2%
WAP
471
Wealthcare Advisory Partners
Pennsylvania
$136K +$49.5K +2,400 +57%
BW
472
Bison Wealth
Georgia
$127K +$15.5K +752 +14%
CCP
473
Clarkston Capital Partners
Michigan
$123K +$3.24K +157 +3%
BCM
474
Blume Capital Management
California
$116K -$2.98K -144 -3%
Fifth Third Bancorp
475
Fifth Third Bancorp
Ohio
$101K -$7.98K -387 -7%
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