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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 %
BRWA
651
B. Riley Wealth Advisors
Florida
– -$229K -8,347 Closed
AWM
652
Altium Wealth Management
New York
– -$228K -8,329 Closed
VBFP
653
Valtinson Bruner Financial Planning
Minnesota
– -$228K -8,294 Closed
SCM
654
Stordahl Capital Management
Colorado
– -$226K -8,265 Closed
VWA
655
V Wealth Advisors
Kansas
– -$207K -8,245 Closed
PV
656
Private Vista
Illinois
– -$225K -8,240 Closed
CAN
657
Cetera Advisor Networks
California
– -$226K -8,239 Closed
CCM
658
Condor Capital Management
New Jersey
– -$223K -8,156 Closed
FWCM
659
Ferguson Wellman Capital Management
Oregon
– -$223K -8,152 Closed
SFS
660
Summit Financial Strategies
Ohio
– -$216K -7,896 Closed
CA
661
Claro Advisors
Massachusetts
– -$214K -7,821 Closed
FA
662
FC Advisory
Pennsylvania
– -$214K -7,805 Closed
FLPIM
663
F.L. Putnam Investment Management
Massachusetts
– -$210K -7,655 Closed
EVM
664
Eaton Vance Management
Massachusetts
– -$206K -7,519 Closed
RP
665
Rice Partnership
Hawaii
– -$132K -4,820 Closed
AIM
666
Acropolis Investment Management
Missouri
– -$118K -4,304 Closed
MAWCM
667
Mine & Arao Wealth Creation & Management
California
– -$97K -3,556 Closed
PMFA
668
Plante Moran Financial Advisors
Michigan
– -$72K -2,632 Closed
HCA
669
Horan Capital Advisors
Ohio
– -$71K -2,581 Closed
CL
670
Cabana LLC
Arkansas
– -$59K -2,166 Closed
SFSIG
671
San Francisco Sentry Investment Group
California
– -$52K -1,900 Closed
PFBT
672
Parkside Financial Bank & Trust
Missouri
– -$48K -1,768 Closed
BUB
673
BBVA USA Bancshares
Texas
– -$44K -1,613 Closed
FGAM
674
Financial Gravity Asset Management
Texas
– -$41K -1,503 Closed
IFWM
675
Institute for Wealth Management
Colorado
– -$34K -1,235 Closed
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