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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
1
Charles Schwab
California
$203M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.43B
3
MG
3
Mather Group
Illinois
$150M
4
KFC
4
Klingenstein Fields & Co
New York
$24.7M
5
I
5
INVST
Indiana
$12.7M

Top Sellers

1
TI
1
Tidal Investments
Wisconsin
$0
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$668M
3
Creative Planning
3
Creative Planning
Kansas
$417M
4
JIP
4
JBJ Investment Partners
South Carolina
$0
5
AG
5
Appleton Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
26
LVW Advisors
New York
$18.6M -$1.74M -65,162 -9%
Osaic Holdings
27
Osaic Holdings
Arizona
$17.7M +$3.64M +136,681 +26%
HFP
28
Holistic Financial Partners
Indiana
$17.7M +$375K +14,015 +2%
BOPW
29
Brandywine Oak Private Wealth
Pennsylvania
$17.6M +$1.6M +59,852 +10%
PCIA
30
Prime Capital Investment Advisors
Kansas
$17.4M +$528K +19,712 +3%
BWA
31
BlueSky Wealth Advisors
North Carolina
$17.3M +$342K +12,234 +2%
CCA
32
Clearwater Capital Advisors
Illinois
$15.2M +$57.8K +2,159 +0.4%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$15.2M +$4.94M +184,679 +48%
RRWA
34
Rainey & Randall Wealth Advisors
Florida
$14.3M +$805K +30,077 +6%
PI
35
PFS Investments
Georgia
$14.3M -$995K -37,167 -7%
RFA
36
Radnor Financial Advisors
Pennsylvania
$13.5M -$140K -5,232 -1%
AA
37
Apriem Advisors
California
$13.4M +$1.88M +70,199 +16%
RWM
38
RKL Wealth Management
Pennsylvania
$13.3M -$292K -10,897 -2%
UBS Group
39
UBS Group
Switzerland
$13.3M +$1.85M +69,299 +16%
I
40
INVST
Indiana
$12.7M +$7.66M +283,565 +152%
VWA
41
Visionary Wealth Advisors
Illinois
$12.7M -$538K -20,110 -4%
Cerity Partners
42
Cerity Partners
New York
$12.6M +$334K +12,481 +3%
NSAM
43
North Star Asset Management
Wisconsin
$12.2M -$328K -12,247 -3%
MAM
44
Marotta Asset Management
Virginia
$12.1M -$1.57M -58,488 -11%
Mariner
45
Mariner
Kansas
$10.7M -$851K -31,785 -7%
YAL
46
Your Advocates Ltd
Texas
$10.3M -$28.2K -1,053 -0.3%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$10.2M +$1.22M +45,767 +14%
FWP
48
FAS Wealth Partners
Kansas
$10.2M +$732K +27,356 +8%
LPL Financial
49
LPL Financial
California
$9.93M +$5.93M +221,680 +149%
GSIS
50
Global Strategic Investment Solutions
Arizona
$9.79M +$105K +3,931 +1%
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