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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 %
SWM
601
Segment Wealth Management
Texas
– -$3.84M -140,339 Closed
MWP
602
Meridian Wealth Partners
Pennsylvania
– -$3.23M -117,999 Closed
TI
603
tru Independence
Oregon
– -$2.43M -117,237 Closed
GPFA
604
Game Plan Financial Advisors
Ohio
– -$2.89M -105,704 Closed
PCM
605
Pennsylvania Capital Management
Pennsylvania
– -$2.67M -97,367 Closed
Susquehanna International Group
606
Susquehanna International Group
Pennsylvania
– -$2.13M -77,978 Closed
SFG
607
Sather Financial Group
Texas
– -$2.12M -77,529 Closed
SPFA
608
Summit Place Financial Advisors
New Jersey
– -$1.6M -58,601 Closed
CG
609
Caprock Group
Idaho
– -$1.34M -48,899 Closed
LFAS
610
Level Four Advisory Services
Texas
– -$1.14M -41,700 Closed
CWM
611
CCG Wealth Management
California
– -$1.08M -39,459 Closed
SFS
612
Strategic Financial Services
New York
– -$1.04M -37,969 Closed
AI
613
Atria Investments
North Carolina
– -$899K -32,862 Closed
WS
614
Wedbush Securities
California
– -$831K -30,348 Closed
MWP
615
MYCIO Wealth Partners
Pennsylvania
– -$759K -27,735 Closed
Nomura Asset Management
616
Nomura Asset Management
Japan
– -$732K -26,745 Closed
OCG
617
Opus Capital Group
Ohio
– -$689K -25,183 Closed
SAM
618
SignalPoint Asset Management
Missouri
– -$613K -22,408 Closed
OMC
619
Old Mission Capital
Illinois
– -$574K -20,979 Closed
AWM
620
Aprio Wealth Management
Georgia
– -$498K -18,213 Closed
RWA
621
River Wealth Advisors
Pennsylvania
– -$496K -18,126 Closed
MCP
622
Mirador Capital Partners
California
– -$479K -17,518 Closed
FBB
623
Fulton Breakefield Broenniman
Maryland
– -$463K -16,920 Closed
LWMM
624
Legacy Wealth Management (Mississippi)
Mississippi
– -$411K -15,000 Closed
HCM
625
Hengehold Capital Management
Ohio
– -$410K -14,997 Closed
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25
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