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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.

New
Increased
Maintained
Reduced
Closed
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
Total Investment Management
Arizona
+$52M
2
GSWM
Golden State Wealth Management
California
+$51.7M
3
CSIA
Charles Schwab Investment Advisory
California
+$43.1M
4
FWM
Focused Wealth Management
New York
+$38.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$30.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$479M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$8.06M
3
WAM
Wealthspire Advisors (Maryland)
Maryland
-$7.84M
4
LFAS
Level Four Advisory Services
Texas
-$5.37M
5
IWMA
Ironwood Wealth Management (Arizona)
Arizona
-$3.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
476
Corrigan Financial
Rhode Island
$243K – – –
HIM
477
Hanlon Investment Management
New Jersey
$242K +$242K +8,842 New
CAG
478
Crestwood Advisors Group
Massachusetts
$239K +$20.5K +748 +9%
WPA
479
West Paces Advisors
Georgia
$236K -$1.26M -46,191 -84%
FVWA
480
Foster Victor Wealth Advisors
South Carolina
$235K +$7.07K +256 +3%
NL
481
NWAM LLC
Washington
$232K -$12.8K -468 -5%
MCM
482
Mengis Capital Management
Oregon
$231K +$231K +8,450 New
ML
483
McAdam LLC
Pennsylvania
$229K -$48K -1,752 -17%
BRWA
484
B. Riley Wealth Advisors
Florida
$229K +$229K +8,347 New
AWM
485
Altium Wealth Management
New York
$228K -$27 -1 -0%
VBFP
486
Valtinson Bruner Financial Planning
Minnesota
$228K +$228K +8,294 New
OAM
487
Oppenheimer Asset Management
New York
$227K +$5.62K +205 +3%
CAN
488
Cetera Advisor Networks
California
$226K +$549 +20 +0.2%
SCM
489
Stordahl Capital Management
Colorado
$226K +$1.23K +45 +0.5%
PV
490
Private Vista
Illinois
$225K +$225K +8,240 New
AFP
491
Ausdal Financial Partners
Iowa
$225K +$225K +8,463 New
FWCM
492
Ferguson Wellman Capital Management
Oregon
$223K – – –
CCM
493
Condor Capital Management
New Jersey
$223K +$2.24K +82 +1%
BWP
494
Baldwin Wealth Partners
Massachusetts
$219K +$2.05K +75 +0.9%
LFG
495
LifePlan Financial Group
Ohio
$219K +$53.4K +1,946 +32%
QCG
496
Quadrant Capital Group
Ohio
$219K +$219K +9,080 New
S
497
SignatureFD
Georgia
$217K -$8.83K -322 -4%
SFS
498
Summit Financial Strategies
Ohio
$216K +$216K +7,896 New
SIC
499
Salem Investment Counselors
North Carolina
$214K -$5.06K -185 -2%
FA
500
FC Advisory
Pennsylvania
$214K +$214K +7,805 New
18 19
20
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