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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

636 hedge funds and large institutions have $5.46B invested in Schwab Emerging Markets Equity ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 248 increasing their positions, 226 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+54
Holders Change %
+9.28%
% of All Funds
11.28%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
0.8%
New
93
Increased
248
Reduced
226
Closed
28
Calls
–
Puts
$972K
Net Calls
-$972K
Net Calls Change
-$461K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$119M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.69B
3
TCM
3
Tradewinds Capital Management
Washington
$19.6M
4
MG
4
Mather Group
Illinois
$183M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.1M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$756M
2
Jane Street
2
Jane Street
New York
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.18M
4
X
4
Xponance
Pennsylvania
$3.51M
5
TI
5
tru Independence
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
451
Kingsview Wealth Management
Oregon
$304K -$44.2K -1,443 -13%
SI
452
SimpliFi Inc
California
$303K +$551 +18 +0.2%
M&T Bank
453
M&T Bank
New York
$301K -$40.1K -1,307 -12%
FA
454
FC Advisory
Pennsylvania
$296K +$31.7K +1,032 +12%
AWS
455
AJ Wealth Strategies
New York
$295K -$24.9K -814 -8%
Franklin Resources
456
Franklin Resources
California
$293K – – –
RWA
457
River Wealth Advisors
Pennsylvania
$293K +$7.67K +250 +3%
HAS
458
HBW Advisory Services
California
$293K +$22K +717 +8%
RPC
459
Rossmore Private Capital
Connecticut
$291K – – –
DPI
460
Diversified Portfolios Inc
Michigan
$290K +$53.2K +1,735 +22%
CAM
461
Cozad Asset Management
Illinois
$289K – – –
MWM
462
Meridian Wealth Management
Kentucky
$288K -$25.2K -821 -8%
G
463
Gainplan
Michigan
$286K -$23.9K -780 -8%
MCM
464
Mengis Capital Management
Oregon
$286K -$14.1K -462 -5%
WPA
465
West Paces Advisors
Georgia
$284K -$152K -4,944 -35%
PWA
466
Providence Wealth Advisors
Illinois
$283K +$283K +9,229 New
GI
467
GS Investments
Minnesota
$279K +$279K +9,089 New
FCIM
468
Fairview Capital Investment Management
California
$278K – – –
S
469
SignatureFD
Georgia
$276K -$17.7K -576 -6%
AWE
470
Avidian Wealth Enterprises
Texas
$276K -$1.38K -45 -0.5%
Brown Advisory
471
Brown Advisory
Maryland
$271K +$40.9K +1,336 +18%
FI
472
Financial Insights
Washington
$271K +$271K +8,826 New
BWM
473
Blossom Wealth Management
California
$270K +$270K +8,821 New
PFM
474
Parsec Financial Management
North Carolina
$269K +$31 +1 +0%
PFP
475
Pinnacle Financial Partners
Tennessee
$268K – – –
17 18
19
20 21