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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 %
IA
576
Independence Advisors
Pennsylvania
$23K +$23K +852 New
TCM
577
Tradewinds Capital Management
Washington
$22K +$563 +21 +3%
IF
578
Ironwood Financial
Arizona
$21K – – –
WC
579
Whitnell & Co
Illinois
$20K – – –
LB
580
Legacy Bridge
Iowa
$20K – – –
LFA
581
Lighthouse Financial Advisors
Maryland
$17K +$17K +629 New
OPS
582
Orion Portfolio Solutions
Nebraska
$15K +$15K +540 New
Rockefeller Capital Management
583
Rockefeller Capital Management
New York
$14K – – –
AAP
584
Arax Advisory Partners
Colorado
$13K +$306 +11 +2%
SIAP
585
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K – – –
ClearBridge Investments
586
ClearBridge Investments
New York
$12K – – –
SSWG
587
Seven Springs Wealth Group
Tennessee
$12K +$12K +421 New
MWA
588
Moser Wealth Advisors
Washington
$12K +$12K +448 New
Chevy Chase Trust
589
Chevy Chase Trust
Maryland
$12K +$12K +454 New
QCMC
590
Quantum Capital Management (California)
California
$11K – – –
FHA
591
Flagship Harbor Advisors
Massachusetts
$11K +$286 +10 +3%
GWS
592
Glassman Wealth Services
Virginia
$11K +$11K +385 New
William Blair & Company
593
William Blair & Company
Illinois
$9K -$161 -6 -2%
PFGIA
594
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
BAM
595
Barrett Asset Management
New York
$9K +$160 +6 +2%
EI
596
Ellevest Inc
New York
$9K +$5.71K +205 +174%
GG
597
Gleason Group
Kentucky
$9K +$9K +331 New
CFGS
598
Concourse Financial Group Securities
Alabama
$8K -$3.43K -133 -30%
BWA
599
BDO Wealth Advisors
Florida
$8K – – –
CAGAS
600
Capital Advisory Group Advisory Services
Minnesota
$8K +$5.15K +172 +181%
22 23
24
25 26