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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FHA
476
Flagship Harbor Advisors
Massachusetts
$101K +$93K +4,493 +1,170%
Marshall Wace
477
Marshall Wace
United Kingdom
$92K +$92K +4,446 New
HDIM
478
Hanson & Doremus Investment Management
Vermont
$90K -$249 -12 -0.3%
BWM
479
BerganKDV Wealth Management
Minnesota
$88K -$2.02M -98,185 -96%
PC
480
Permanens Capital
New York
$78K +$9.33K +450 +14%
PFO
481
Pathstone Family Office
New Jersey
$76K – – –
FHA
482
First Horizon Advisors
Tennessee
$75K -$10.4K -502 -12%
PNC Financial Services Group
483
PNC Financial Services Group
Pennsylvania
$74K -$5.24K -254 -7%
LWANC
484
Laurel Wealth Advisors (North Carolina)
North Carolina
$73K – – –
TWA
485
TCI Wealth Advisors
Arizona
$71K +$415 +20 +0.6%
RE
486
RBC Europe
United Kingdom
$67K – – –
SWM
487
Selective Wealth Management
Virginia
$67K – – –
SIAS
488
Shine Investment Advisory Services
Colorado
$66K -$22.3K -1,083 -25%
OIA
489
Optimum Investment Advisors
Illinois
$66K – – –
JPMorgan Chase & Co
490
JPMorgan Chase & Co
New York
$64K -$192K -9,293 -75%
DI
491
Disciplined Investments
Oklahoma
$64K +$5.19K +252 +9%
CG
492
Cutler Group
California
$64K +$28.9K +1,400 +82%
CCM
493
Covington Capital Management
California
$63K – – –
WTC
494
WhitTier Trust Company
Nevada
$63K +$12.2K +592 +24%
RCC
495
Red Cedar Capital
Nebraska
$60K – – –
HWA
496
HHM Wealth Advisors
Tennessee
$56K +$56K +2,727 New
HR
497
Howe & Rusling
New York
$53K – – –
BFC
498
Bedel Financial Consulting
Indiana
$52K – – –
EPM
499
Elm Partners Management
Pennsylvania
$52K – – –
APA
500
American Portfolios Advisors
New York
$49.5K +$25.9K +1,250 +109%
18 19
20
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