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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.

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
1
Total Investment Management
Arizona
$52M
2
GSWM
2
Golden State Wealth Management
California
$52M
3
CSIA
3
Charles Schwab Investment Advisory
California
$970M
4
FWM
4
Focused Wealth Management
New York
$40.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$30.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$25.5M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$5.94M
3
WAM
3
Wealthspire Advisors (Maryland)
Maryland
$18.9M
4
LFAS
4
Level Four Advisory Services
Texas
$1.14M
5
IWMA
5
Ironwood Wealth Management (Arizona)
Arizona
$6.87M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
51
Cabot Wealth Management
Massachusetts
$11.2M 408,457 -6,969 -2%
IAA
52
Ironsides Asset Advisors
North Carolina
$11.2M 407,400 – –
Ameriprise
53
Ameriprise
Minnesota
$10.7M 390,822 +17,346 +5%
SW
54
SteelPeak Wealth
California
$10.6M 387,453 +387,453 New
I
55
INVST
Indiana
$10.2M 373,939 +254,324 +213%
BCMO
56
Buckingham Capital Management (Ohio)
Ohio
$10.2M 373,482 +7,382 +2%
TF
57
TimeScale Financial
Massachusetts
$10.2M 371,421 +51,081 +16%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$10.1M 369,281 +26,258 +8%
JIP
59
JBJ Investment Partners
South Carolina
$10M 366,077 -5,133 -1%
MF
60
Manchester Financial
California
$9.75M 356,178 -57,745 -14%
BlackRock
61
BlackRock
New York
$9.32M 340,392 -50,690 -13%
RRC
62
Relaxing Retirement Coach
Massachusetts
$8.92M 325,940 +1,079 +0.3%
PAI
63
Pittenger & Anderson Inc
Nebraska
$8.61M 314,405 +5,513 +2%
VWA
64
Visionary Wealth Advisors
Illinois
$8.57M 313,151 +313,151 New
AA
65
Advisory Alpha
Michigan
$8.48M 302,562 +8,838 +3%
HA
66
Harborview Advisors
Maine
$8.44M 308,411 +3,028 +1%
RPGK
67
Retirement Planning Group (Kansas)
Kansas
$8.37M 305,946 +1,086 +0.4%
FNC
68
First National Corp
Massachusetts
$8.35M 305,181 -8,242 -3%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$8.29M 296,055 +45,259 +18%
TCM
70
Towercrest Capital Management
Pennsylvania
$8.24M 301,100 +21,617 +8%
AWMG
71
Alliance Wealth Management Group
New Jersey
$8.24M 301,099 +21,616 +8%
WAM
72
Wakefield Asset Management
Colorado
$8.08M 295,203 -404 -0.1%
BCA
73
Biltmore Capital Advisors
New Jersey
$8.07M 294,861 -16,816 -5%
A
74
AdvicePeriod
California
$8.06M 294,355 +6,659 +2%
HW
75
Hancock Whitney
Mississippi
$7.64M 278,997 -2,621 -0.9%
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