SCHE icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
BWA
51
BlueSky Wealth Advisors
North Carolina
$8.45M 408,510 +1,533 +0.4%
WAM
52
Wealthspire Advisors (Maryland)
Maryland
$8.39M 405,640 -284,906 -41%
X
53
Xponance
Pennsylvania
$8.28M 400,321 -128,162 -24%
Cerity Partners
54
Cerity Partners
New York
$8.25M 398,800 +372,387 +1,410%
AA
55
Apriem Advisors
California
$8.11M 392,000 -66,499 -15%
DS
56
DRW Securities
Illinois
$7.78M 375,815 +323,930 +624%
UBS Group
57
UBS Group
Switzerland
$7.53M 364,101 -75,834 -17%
WAM
58
Wakefield Asset Management
Colorado
$7.47M 361,197 +65,994 +22%
CWM
59
Cabot Wealth Management
Massachusetts
$6.73M 325,277 -83,180 -20%
FWP
60
FAS Wealth Partners
Kansas
$6.73M 325,093 +89,446 +38%
TCM
61
Towercrest Capital Management
Pennsylvania
$6.51M 314,573 +13,473 +4%
AWMG
62
Alliance Wealth Management Group
New Jersey
$6.51M 314,573 +13,474 +4%
HA
63
Harborview Advisors
Maine
$6.32M 305,411 -3,000 -1%
BlackRock
64
BlackRock
New York
$6.31M 304,825 -35,567 -10%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$6.23M 300,960 +35,300 +13%
AWM
66
Argent Wealth Management
Massachusetts
$6.19M 293,807 +29,317 +11%
Osaic Holdings
67
Osaic Holdings
Arizona
$5.99M 8,146,317 +8,146,317 New
VPIM
68
Vanguard Personalized Indexing Management
California
$5.68M 274,316 +274,316 New
GC
69
Garde Capital
Washington
$5.62M 271,481 +11,972 +5%
Wells Fargo
70
Wells Fargo
California
$5.58M 269,681 -219,863 -45%
WCWM
71
Wooster Corthell Wealth Management
Connecticut
$5.56M 268,878 +46,011 +21%
PAI
72
Pittenger & Anderson Inc
Nebraska
$5.38M 260,234 -54,171 -17%
OAJ
73
Ogorek Anthony Joseph
New York
$5.24M 253,106 +131,773 +109%
NCM
74
Northwest Capital Management
Oregon
$5.09M 245,957 +7,744 +3%
OWM
75
Orgel Wealth Management
Wisconsin
$5M 241,861 +108,152 +81%
1 2
3
4 5