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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

582 hedge funds and large institutions have $4.59B invested in Schwab Emerging Markets Equity ETF in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 181 increasing their positions, 257 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+6
Holders Change %
+1.04%
% of All Funds
11.77%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.67%
New
55
Increased
181
Reduced
257
Closed
39
Calls
–
Puts
$511K
Net Calls
-$511K
Net Calls Change
-$511K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$34.2M
2
CSIA
Charles Schwab Investment Advisory
California
+$26M
3
MG
Mather Group
Illinois
+$11M
4
KFC
Klingenstein Fields & Co
New York
+$8.69M
5
I
INVST
Indiana
+$7.66M

Top Sellers

1
TI
Tidal Investments
Wisconsin
-$39.5M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$27.7M
3
Creative Planning
Creative Planning
Kansas
-$15.5M
4
JIP
JBJ Investment Partners
South Carolina
-$12.5M
5
AG
Appleton Group
Wisconsin
-$6.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
NHC
451
Nicholas Hoffman & Company
Georgia
$209K +$209K +7,819 New
CA
452
Claro Advisors
Massachusetts
$209K +$209K +7,821 New
DPI
453
Diversified Portfolios Inc
Michigan
$207K +$207K +7,721 New
LFG
454
Larson Financial Group
Missouri
$204K -$5.2K -194 -2%
MAM
455
Meeder Asset Management
Ohio
$203K +$910 +34 +0.5%
FC
456
Ferris Capital
Massachusetts
$203K +$203K +7,592 New
WCM
457
Wealthcare Capital Management
Virginia
$201K +$201K +7,503 New
Brown Advisory
458
Brown Advisory
Maryland
$201K +$201K +7,519 New
LFG
459
LifePlan Financial Group
Ohio
$199K -$13.4K -501 -6%
AP
460
Arlington Partners
Alabama
$182K – – –
RG
461
Retirement Group
California
$173K +$17.3K +646 +11%
WT
462
Washington Trust
Rhode Island
$171K – – –
PG
463
Proffitt & Goodson
Tennessee
$166K – – –
RE
464
RBC Europe
United Kingdom
$163K – – –
FHA
465
Flagship Harbor Advisors
Massachusetts
$159K +$4K +150 +3%
BW
466
Bison Wealth
Georgia
$154K -$10.8K -403 -7%
CCP
467
Clarkston Capital Partners
Michigan
$154K +$1.07K +40 +0.7%
BWP
468
Baldwin Wealth Partners
Massachusetts
$147K -$32K -1,195 -18%
JCM
469
Jacobi Capital Management
Pennsylvania
$143K +$140K +5,222 +4,112%
CIR
470
Clear Investment Research
Georgia
$138K – – –
CIAS
471
CBIZ Investment Advisory Services
Ohio
$135K -$145K – –
Fifth Third Bancorp
472
Fifth Third Bancorp
Ohio
$131K – – –
CFD
473
Creative Financial Designs
Indiana
$128K – – –
BWM
474
BerganKDV Wealth Management
Minnesota
$114K -$4.2K -157 -4%
PNC Financial Services Group
475
PNC Financial Services Group
Pennsylvania
$112K -$36.4K -1,367 -25%
17 18
19
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