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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 %
WA
576
WBH Advisory
Maryland
$1.48K -$393 -19,005 -21%
SQA
577
Simon Quick Advisors
New Jersey
$1K -$327K -4,902 -100%
EWM
578
Edge Wealth Management
New York
$1K -$8.45K -169 -89%
AC
579
AlphaCore Capital
California
$1K -$365 -19 -27%
CAAS
580
Capital Asset Advisory Services
Michigan
$1K -$235 -8 -19%
RCA
581
Rowland Carmichael Advisors
Arizona
$1K – – –
TFGT
582
TS Financial Group (TSFG)
Illinois
$1K – – –
BAM
583
Bellevue Asset Management
Washington
$1K – – –
PG
584
Proffitt & Goodson
Tennessee
$1K – – –
KFI
585
Key Financial Inc
Pennsylvania
$1K +$1K +26 New
CFFP
586
Center for Financial Planning
Michigan
$1K +$1K +39 New
OSAM
587
O'Shaughnessy Asset Management
Connecticut
$1K +$1K +41 New
DCM
588
Davis Capital Management
Florida
$1K +$1K +56 New
SIS
589
Sound Income Strategies
Florida
$1K +$900 +63 +900%
GEA
590
Glen Eagle Advisors
New Jersey
$372 – – –
KFS
591
Kelly Financial Services
Massachusetts
$128 – – –
WIM
592
Westside Investment Management
California
$4 +$4 +209 New
Brown Advisory
593
Brown Advisory
Maryland
– -$25.2M -921,742 Closed
IAA
594
Ironsides Asset Advisors
North Carolina
– -$11.2M -407,400 Closed
AG
595
Appleton Group
Wisconsin
– -$5.9M -215,592 Closed
MWA
596
MFA Wealth Advisors
Pennsylvania
– -$5.8M -211,571 Closed
HA
597
HC Advisors
Georgia
– -$5.75M -209,993 Closed
RC
598
Rovin Capital
Arizona
– -$4.73M -172,797 Closed
SHA
599
Seneca House Advisors
Virginia
– -$4.61M -168,233 Closed
BAAM
600
Baker Avenue Asset Management
California
– -$4.15M -151,500 Closed
22 23
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