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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
$52M
3
CSIA
Charles Schwab Investment Advisory
California
$970M
4
FWM
Focused Wealth Management
New York
$40.5M
5
Citadel Advisors
Citadel Advisors
Florida
$30.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.5M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$5.94M
3
WAM
Wealthspire Advisors (Maryland)
Maryland
$18.9M
4
LFAS
Level Four Advisory Services
Texas
$1.14M
5
IWMA
Ironwood Wealth Management (Arizona)
Arizona
$6.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
526
First Horizon Advisors
Tennessee
$112K -$40.7K -1,498 -27%
PNC Financial Services Group
527
PNC Financial Services Group
Pennsylvania
$105K +$2.68K +98 +3%
MAWCM
528
Mine & Arao Wealth Creation & Management
California
$97K +$97K +3,556 New
LWANC
529
Laurel Wealth Advisors (North Carolina)
North Carolina
$96K – – –
AF
530
Allworth Financial
California
$96K +$5.77K +211 +6%
TWA
531
TCI Wealth Advisors
Arizona
$93K -$26.8K -980 -22%
PC
532
Permanens Capital
New York
$91K – – –
SWM
533
Selective Wealth Management
Virginia
$90K +$2.34K +85 +3%
RE
534
RBC Europe
United Kingdom
$88.7K – – –
OIA
535
Optimum Investment Advisors
Illinois
$87K – – –
CCM
536
Covington Capital Management
California
$83K – – –
RCC
537
Red Cedar Capital
Nebraska
$80K +$2.11K +77 +3%
LGWM
538
Litman Gregory Wealth Management
California
$79K +$79K +2,872 New
DI
539
Disciplined Investments
Oklahoma
$78K +$78K +2,853 New
PB
540
Pinnacle Bancorp
Nebraska
$77K -$1.82K -67 -2%
PMFA
541
Plante Moran Financial Advisors
Michigan
$72K -$331K -12,109 -82%
HCA
542
Horan Capital Advisors
Ohio
$71K +$1.38K +50 +2%
HR
543
Howe & Rusling
New York
$70K – – –
BFC
544
Bedel Financial Consulting
Indiana
$68K +$163 +6 +0.2%
WTC
545
WhitTier Trust Company
Nevada
$67K – – –
EPM
546
Elm Partners Management
Pennsylvania
$63K – – –
HF
547
Halpern Financial
Virginia
$62.4K +$62.4K +2,281 New
SCA
548
Stonebridge Capital Advisors
Minnesota
$62K – – –
PO
549
Private Ocean
California
$61K +$748 +27 +1%
CL
550
Cabana LLC
Arkansas
$59K +$59K +2,166 New
20 21
22
23 24