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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 %
VHAM
626
Van Hulzen Asset Management
California
– -$391K -14,270 Closed
BCP
627
Blackhawk Capital Partners
Wisconsin
– -$356K -14,182 Closed
ECM
628
Evergreen Capital Management
Washington
– -$385K -14,058 Closed
PMG
629
ProVise Management Group
Florida
– -$382K -13,943 Closed
KLI
630
Kelman-Lazarov Inc
Tennessee
– -$377K -13,778 Closed
KA
631
Klingman & Associates
New York
– -$363K -13,259 Closed
Goldman Sachs
632
Goldman Sachs
New York
– -$335K -12,250 Closed
SSWM
633
Smith Salley Wealth Management
North Carolina
– -$329K -12,020 Closed
MCM
634
Maple Capital Management
Vermont
– -$324K -11,826 Closed
MCIA
635
Mountain Capital Investment Advisors
Colorado
– -$325K -11,797 Closed
SFG
636
Sage Financial Group
Pennsylvania
– -$316K -11,534 Closed
ESB
637
Essex Savings Bank
Connecticut
– -$285K -10,423 Closed
CCM
638
Coldstream Capital Management
Washington
– -$284K -10,393 Closed
WA
639
Wealth Architects
California
– -$280K -10,230 Closed
SCA
640
Stokes Capital Advisors
South Carolina
– -$277K -10,106 Closed
SAM
641
Secure Asset Management
Michigan
– -$276K -10,097 Closed
IC
642
IEQ Capital
California
– -$274K -10,011 Closed
OFW
643
Omnia Family Wealth
Florida
– -$273K -9,965 Closed
OWM
644
Opes Wealth Management
California
– -$268K -9,805 Closed
SBIA
645
Sheaff Brock Investment Advisors
Indiana
– -$251K -9,164 Closed
NDSI
646
Newman Dignan & Sheerar Inc
Rhode Island
– -$250 -9,132 Closed
CF
647
Corrigan Financial
Rhode Island
– -$243K -8,873 Closed
FVWA
648
Foster Victor Wealth Advisors
South Carolina
– -$235K -8,514 Closed
NL
649
NWAM LLC
Washington
– -$232K -8,479 Closed
ML
650
McAdam LLC
Pennsylvania
– -$229K -8,353 Closed
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