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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 %
HCM
551
Horrell Capital Management
Arkansas
$5K – – –
MIM
552
Macroview Investment Management
Maryland
$5K – – –
NG
553
NWK Group
California
$5K +$2.01K +95 +67%
GI
554
GS Investments
Minnesota
$4.55K -$701K -33,897 -99%
HF
555
Halpern Financial
Virginia
$4.26K -$42.9K -2,075 -91%
ME
556
McIlrath & Eck
Washington
$4K – – –
PGAM
557
Princeton Global Asset Management
New Jersey
$4K – – –
JWBC
558
John W. Brooker & Co
California
$4K – – –
SF
559
Synovus Financial
Georgia
$4K +$2K +106 +100%
GTAM
560
Global Trust Asset Management
Florida
$4K +$4K +210 New
MF
561
Manchester Financial
California
$3K -$8.55M -356,053 -100%
GI
562
Gradient Investments
Minnesota
$3K -$480K -22,068 -99%
CP
563
Corbenic Partners
Pennsylvania
$3K – – –
PP
564
Pacifica Partners
Canada
$3K +$3K +136 New
FEG
565
Financial Enhancement Group
Indiana
$3K +$3K +169 New
EWM
566
Elmwood Wealth Management
California
$2.87K +$2.87K +100 New
CAGAS
567
Capital Advisory Group Advisory Services
Minnesota
$2K -$3.62K -172 -64%
HWA
568
HCR Wealth Advisors
California
$2K – – –
LDFR
569
Lehman & Derafelo Financial Resources
Pennsylvania
$2K – – –
SMFS
570
Squar Milner Financial Services
California
$2K +$340 +17 +20%
FMP
571
Financial Management Professionals
Texas
$2K +$793 +44 +66%
VCM
572
Vigilant Capital Management
Maine
$2K +$2K +85 New
CAN
573
Claraphi Advisory Network
United States
$2K +$2K +100 New
PCA
574
Providence Capital Advisors
North Carolina
$2K +$2K +103 New
SSB
575
Sandy Spring Bank
Maryland
$2K +$2K +120 New
21 22
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