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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.

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
1
Creative Planning
Kansas
$317M
2
SS
2
Sunbelt Securities
Texas
$70.2M
3
Charles Schwab
3
Charles Schwab
California
$135M
4
HWA
4
Heartwood Wealth Advisors
Virginia
$32.5M
5
SCM
5
SCS Capital Management
Massachusetts
$20.9M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$624M
2
GSWM
2
Golden State Wealth Management
California
$168K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$30.7M
4
FWM
4
Focused Wealth Management
New York
$1.33M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$38.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CHA
26
Cooper/Haims Advisors
New York
$16.1M 777,009 +5,187 +0.7%
TF
27
TimeScale Financial
Massachusetts
$15.5M 748,658 +377,237 +102%
KF
28
Krilogy Financial
Missouri
$15.2M 732,497 +76,373 +12%
JFG
29
JMG Financial Group
Illinois
$15.1M 728,178 +138,406 +23%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$13.1M 633,537 -996,165 -61%
BP
31
Ballentine Partners
Massachusetts
$13M 628,022 +628,022 New
CCA
32
Clearwater Capital Advisors
Illinois
$12.8M 620,731 +117,272 +23%
KFC
33
Klingenstein Fields & Co
New York
$12.4M 600,684 +20,647 +4%
HFP
34
Holistic Financial Partners
Indiana
$12.2M 588,796 -47,966 -8%
PI
35
PFS Investments
Georgia
$12.1M 586,265 +586,265 New
MAM
36
Marotta Asset Management
Virginia
$11.7M 589,803 -92,732 -14%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$11.4M 550,516 -26,512 -5%
JIP
38
JBJ Investment Partners
South Carolina
$10.4M 501,091 +135,014 +37%
RFA
39
Radnor Financial Advisors
Pennsylvania
$10.2M 490,879 -279,241 -36%
VWA
40
Visionary Wealth Advisors
Illinois
$10M 483,212 +170,061 +54%
RWM
41
RKL Wealth Management
Pennsylvania
$9.99M 482,786 +32,970 +7%
NSAM
42
North Star Asset Management
Wisconsin
$9.68M 468,042 -148,082 -24%
Comerica Bank
43
Comerica Bank
Texas
$9.36M 435,001 +435,001 New
KBFS
44
Kohmann Bosshard Financial Services
Ohio
$9.29M 448,981 -32,747 -7%
RRWA
45
Rainey & Randall Wealth Advisors
Florida
$9.02M 436,148 -9,635 -2%
BFG
46
Bouchey Financial Group
New York
$8.75M 422,736 +4,153 +1%
GSIS
47
Global Strategic Investment Solutions
Arizona
$8.64M 417,709 -169,533 -29%
YAL
48
Your Advocates Ltd
Texas
$8.55M 413,227 -168,539 -29%
Mariner
49
Mariner
Kansas
$8.5M 410,703 -42,443 -9%
WANY
50
Wealthspire Advisors (New York)
New York
$8.47M 409,480 +409,480 New
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