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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

582 hedge funds and large institutions have $4.59B invested in Schwab Emerging Markets Equity ETF in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 181 increasing their positions, 257 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+6
Holders Change %
+1.04%
% of All Funds
11.77%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.67%
New
55
Increased
181
Reduced
257
Closed
39
Calls
–
Puts
$511K
Net Calls
-$511K
Net Calls Change
-$511K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$203M
2
CSIA
Charles Schwab Investment Advisory
California
$1.43B
3
MG
Mather Group
Illinois
$150M
4
KFC
Klingenstein Fields & Co
New York
$24.7M
5
I
INVST
Indiana
$12.7M

Top Sellers

1
TI
Tidal Investments
Wisconsin
$0
2
Financial Engines Advisors
Financial Engines Advisors
California
$668M
3
Creative Planning
Creative Planning
Kansas
$417M
4
JIP
JBJ Investment Partners
South Carolina
$0
5
AG
Appleton Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
576
Freestone Capital Holdings
Washington
$482 +$482 +18 New
KFS
577
Kelly Financial Services
Massachusetts
$166 – – –
WIM
578
Westside Investment Management
California
$6 +$1 +31 +15%
TI
579
Tidal Investments
Wisconsin
– -$39.5M -1,620,958 Closed
JIP
580
JBJ Investment Partners
South Carolina
– -$12.5M -514,232 Closed
AG
581
Appleton Group
Wisconsin
– -$6.48M -265,957 Closed
SWM
582
Stockman Wealth Management
Montana
– -$3.81M -156,473 Closed
GIA
583
Gladstone Institutional Advisory
Florida
– -$2.8M -114,801 Closed
Rafferty Asset Management
584
Rafferty Asset Management
New York
– -$1.79M -73,648 Closed
ACM
585
AlphaStar Capital Management
North Carolina
– -$968K -36,707 Closed
CS
586
Credit Suisse
Switzerland
– -$764K -31,378 Closed
IDA
587
Intelligence Driven Advisers
California
– -$610K -25,047 Closed
JWS
588
Juncture Wealth Strategies
Arizona
– -$403K -16,544 Closed
Fisher Asset Management
589
Fisher Asset Management
Washington
– -$355K -14,599 Closed
CWS
590
Cypress Wealth Services
California
– -$354K -14,524 Closed
TSS
591
Two Sigma Securities
New York
– -$304K -12,487 Closed
HIM
592
Hanlon Investment Management
New Jersey
– -$276K -11,332 Closed
SIC
593
Sigma Investment Counselors
Michigan
– -$276K -11,320 Closed
MIAN
594
Mariner Independent Advisor Network
Kansas
– -$265K -10,735 Closed
CCFM
595
Clear Creek Financial Management
Washington
– -$238K -9,798 Closed
3AM
596
3D Asset Management
Connecticut
– -$227K -9,313 Closed
FPCG
597
Fort Pitt Capital Group
Pennsylvania
– -$209K -8,565 Closed
COF
598
Capital One Financial
Virginia
– -$206K -8,449 Closed
ML
599
McAdam LLC
Pennsylvania
– -$206K -8,446 Closed
CAN
600
Cetera Advisor Networks
California
– -$147K -6,038 Closed
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