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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 %
CA
501
Claro Advisors
Massachusetts
$214K +$214K +7,821 New
PAG
502
Private Advisor Group
New Jersey
$212K -$1.87M -68,239 -90%
FLPIM
503
F.L. Putnam Investment Management
Massachusetts
$210K -$17.3K -630 -8%
VWA
504
V Wealth Advisors
Kansas
$207K – – –
MAM
505
Meeder Asset Management
Ohio
$207K +$5.43K +198 +3%
AIA
506
Armor Investment Advisors
North Carolina
$206K +$2.69K +98 +1%
EVM
507
Eaton Vance Management
Massachusetts
$206K +$206K +7,519 New
WCM
508
Wealthcare Capital Management
Virginia
$205K – – –
RG
509
Retirement Group
California
$188K +$188K +6,874 New
PK
510
Pflug Koory
Nebraska
$187K – – –
AP
511
Arlington Partners
Alabama
$186K – – –
SFS
512
Sowell Financial Services
Arkansas
$174K -$129K -4,692 -43%
CCA
513
Column Capital Advisors
Indiana
$164K +$164K +5,995 New
FRA
514
Front Row Advisors
California
$159K -$3.31K -121 -2%
CCP
515
Clarkston Capital Partners
Michigan
$159K +$848 +31 +0.5%
BCM
516
Blume Capital Management
California
$157K -$81.8K -3,000 -34%
BW
517
Bison Wealth
Georgia
$148K +$148K +5,402 New
Fifth Third Bancorp
518
Fifth Third Bancorp
Ohio
$145K -$94.6K -3,450 -39%
SQA
519
Simon Quick Advisors
New Jersey
$135K +$7.22K +263 +6%
RP
520
Rice Partnership
Hawaii
$132K +$8.05K +294 +6%
HDIM
521
Hanson & Doremus Investment Management
Vermont
$119K +$2.25K +82 +2%
AIM
522
Acropolis Investment Management
Missouri
$118K – – –
SIAS
523
Shine Investment Advisory Services
Colorado
$117K -$16.6K -607 -12%
MA
524
MUFG Americas
New York
$116K – – –
WAP
525
Wealthcare Advisory Partners
Pennsylvania
$115K +$115K +4,196 New
19 20
21
22 23