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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.

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
1
Total Investment Management
Arizona
$52M
2
GSWM
2
Golden State Wealth Management
California
$52M
3
CSIA
3
Charles Schwab Investment Advisory
California
$970M
4
FWM
4
Focused Wealth Management
New York
$40.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$30.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$25.5M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$5.94M
3
WAM
3
Wealthspire Advisors (Maryland)
Maryland
$18.9M
4
LFAS
4
Level Four Advisory Services
Texas
$1.14M
5
IWMA
5
Ironwood Wealth Management (Arizona)
Arizona
$6.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFA
26
Kays Financial Advisory
Georgia
$20.6M +$948K +34,634 +5%
AIP
27
Almanack Investment Partners
Pennsylvania
$19.4M +$3.86M +141,151 +25%
WAM
28
Wealthspire Advisors (Maryland)
Maryland
$18.9M -$7.84M -286,433 -29%
KF
29
Krilogy Financial
Missouri
$18M -$40.8K -1,489 -0.2%
MAM
30
Marotta Asset Management
Virginia
$17.8M +$17.8M +682,535 New
HFP
31
Holistic Financial Partners
Indiana
$17.4M +$994K +36,331 +6%
NSAM
32
North Star Asset Management
Wisconsin
$16.9M +$335K +12,235 +2%
Morgan Stanley
33
Morgan Stanley
New York
$16.3M +$1.98M +72,326 +14%
JFG
34
JMG Financial Group
Illinois
$16.1M +$166K +6,071 +1%
GSIS
35
Global Strategic Investment Solutions
Arizona
$16.1M +$333K +12,151 +2%
YAL
36
Your Advocates Ltd
Texas
$15.9M +$15.9M +581,766 New
KFC
37
Klingenstein Fields & Co
New York
$15.9M +$92.6K +3,385 +0.6%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$15.8M -$188K -6,886 -1%
Betterment LLC
39
Betterment LLC
New York
$14.6M +$298K +10,896 +2%
X
40
Xponance
Pennsylvania
$14.5M +$14.5M +528,483 New
CCA
41
Clearwater Capital Advisors
Illinois
$13.8M +$1.26M +45,877 +10%
Wells Fargo
42
Wells Fargo
California
$13.4M +$77.7K +2,837 +0.6%
KBFS
43
Kohmann Bosshard Financial Services
Ohio
$13.2M +$304K +11,117 +2%
AA
44
Apriem Advisors
California
$12.5M +$5.58M +203,813 +80%
Mariner
45
Mariner
Kansas
$12.4M -$2.05M -74,886 -14%
RWM
46
RKL Wealth Management
Pennsylvania
$12.3M +$391K +14,283 +3%
RRWA
47
Rainey & Randall Wealth Advisors
Florida
$12.2M -$18.4K -674 -0.2%
UBS Group
48
UBS Group
Switzerland
$12M +$307K +11,219 +3%
BFG
49
Bouchey Financial Group
New York
$11.5M -$617K -22,530 -5%
BWA
50
BlueSky Wealth Advisors
North Carolina
$11.3M +$440K +15,865 +4%
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