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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 %
TFGT
626
TS Financial Group (TSFG)
Illinois
$1K – – –
PG
627
Proffitt & Goodson
Tennessee
$1K – – –
SC
628
Stratford Consulting
Texas
$1K +$1K +29 New
TAM
629
Townsend Asset Management
North Carolina
$1K +$1K +33 New
BAM
630
Bellevue Asset Management
Washington
$1K +$1K +40 New
CAAS
631
Capital Asset Advisory Services
Michigan
$1K +$1K +42 New
GWMIA
632
Global Wealth Management Investment Advisory
Florida
$1K +$1K +48 New
GEA
633
Glen Eagle Advisors
New Jersey
$493 – – –
WQ
634
Wealth Quarterback
New Jersey
$253 +$253 +9 New
NDSI
635
Newman Dignan & Sheerar Inc
Rhode Island
$250 +$5 +199 +2%
KFS
636
Kelly Financial Services
Massachusetts
$169 – – –
PGAM
637
Princeton Global Asset Management
New Jersey
$5 – – –
VDFA
638
Vickerman & Driscoll Financial Advisors
Washington
– -$2.71M -107,797 Closed
FC
639
Financial Consulate
Maryland
– -$2.37M -94,255 Closed
UBS AM
640
UBS AM
Illinois
– -$1.64M -65,066 Closed
BIA
641
BHK Investment Advisors
Alabama
– -$676K -26,881 Closed
BCP
642
Berkeley Capital Partners
Georgia
– -$496K -19,733 Closed
SBA
643
Secrest Blakey & Associates
North Carolina
– -$407K -16,176 Closed
FDCDDQ
644
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$377K -15,000 Closed
DI
645
Diligent Investors
California
– -$280K -11,141 Closed
Squarepoint
646
Squarepoint
New York
– -$243K -9,661 Closed
JCM
647
Jacobsen Capital Management
Utah
– -$240K -9,582 Closed
ECM
648
ETrade Capital Management
Virginia
– -$210K -8,362 Closed
APSP
649
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$171K -6,790 Closed
FAAS
650
First Allied Advisory Services
California
– -$132K -5,226 Closed
23 24 25
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