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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 %
FCA
551
FinTrust Capital Advisors
South Carolina
$58K +$13.8K +508 +31%
HNB
552
Huntington National Bank
Ohio
$53K -$48K – –
LWM
553
Lenox Wealth Management
Ohio
$53K +$27K +994 +104%
SFSIG
554
San Francisco Sentry Investment Group
California
$52K – – –
FWM
555
Filbrandt Wealth Management
Wisconsin
$51K +$51K +1,864 New
JFA
556
JNBA Financial Advisors
Minnesota
$49K – – –
PFBT
557
Parkside Financial Bank & Trust
Missouri
$48K – – –
CG
558
Cutler Group
California
$46K +$46K +1,699 New
AA
559
AlphaMark Advisors
Kentucky
$44K -$1.79K -66 -4%
BUB
560
BBVA USA Bancshares
Texas
$44K +$44K +1,613 New
FGAM
561
Financial Gravity Asset Management
Texas
$41K -$12.6K -463 -24%
US Bancorp
562
US Bancorp
Minnesota
$34K -$7.46K -273 -18%
DAM
563
Delta Asset Management
Tennessee
$34K – – –
SPIA
564
Steward Partners Investment Advisory
New York
$34K +$483 +18 +1%
IFWM
565
Institute for Wealth Management
Colorado
$34K +$34K +1,235 New
HWA
566
Heritage Wealth Advisors
Virginia
$33.9K +$11.3K +414 +50%
ZB
567
Zions Bancorporation
Utah
$33K -$94.3K -3,435 -74%
APA
568
American Portfolios Advisors
New York
$31.3K +$16.9K +616 +117%
BC
569
Belmont Capital
California
$30K +$30K +1,104 New
CDIA
570
Capital Directions Investment Advisors
Georgia
$29K +$4.76K +172 +20%
SMG
571
Spectrum Management Group
Indiana
$29K +$29K +1,057 New
IRC
572
Investors Research Corp
Georgia
$28K – – –
GT
573
Glenmede Trust
Pennsylvania
$27K -$69.5K -2,598 -72%
TRCT
574
Tower Research Capital (TRC)
New York
$25K +$6.9K +254 +38%
NFG
575
Next Financial Group
Texas
$24K – – –
21 22
23
24 25