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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 %
HCM
601
Horrell Capital Management
Arkansas
$7K – – –
SIM
602
Sonora Investment Management
Arizona
$6K -$2.65K -92 -31%
PCG
603
Private Capital Group
Connecticut
$6K – – –
MIM
604
Macroview Investment Management
Maryland
$6K +$133 +5 +2%
JWBC
605
John W. Brooker & Co
California
$6K +$6K +203 New
CAC
606
Certified Advisory Corp
Florida
$6K +$6K +212 New
EWM
607
Edge Wealth Management
New York
$5K – – –
CFG
608
Citizens Financial Group
Rhode Island
$5K +$129 +5 +3%
ME
609
McIlrath & Eck
Washington
$5K +$395 +15 +9%
MPWT
610
MassMutual Private Wealth & Trust
Connecticut
$4K -$5.21K -177 -57%
Citigroup
611
Citigroup
New York
$4K +$3.38K +126 +548%
ACM
612
Anfield Capital Management
California
$4K +$4K +131 New
NG
613
NWK Group
California
$4K +$4K +141 New
CP
614
Corbenic Partners
Pennsylvania
$4K +$4K +162 New
SF
615
Synovus Financial
Georgia
$3K -$1.27K -45 -30%
BEI
616
Benjamin Edwards Inc
Missouri
$3K +$105 +4 +4%
HWA
617
HCR Wealth Advisors
California
$3K +$3K +102 New
AWA
618
Arkadios Wealth Advisors
Georgia
$2.78K +$2.78K +103 New
LDFR
619
Lehman & Derafelo Financial Resources
Pennsylvania
$2K – – –
FMP
620
Financial Management Professionals
Texas
$2K – – –
TFO
621
Tarbox Family Office
California
$2K +$63 +2 +3%
AC
622
AlphaCore Capital
California
$2K +$2K +71 New
SMFS
623
Squar Milner Financial Services
California
$2K +$2K +83 New
SHWM
624
Silicon Hills Wealth Management
Texas
$1.3K +$1.3K +149 New
TFGT
625
TS Financial Group (TSFG)
Illinois
$1K – – –
23 24
25
26 27