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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 Holding Trade Value Shares
Change 		Shares
Change %
SWRP
76
Summit Wealth & Retirement Planning
California
$7.47M +$7.17M +262,138 +2,465%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$7.27M +$87.6K +3,201 +1%
AWM
78
Argent Wealth Management
Massachusetts
$7.24M +$7.24M +264,490 New
FCA
79
FLC Capital Advisors
California
$7.17M -$68.4K -2,500 -0.9%
GC
80
Garde Capital
Washington
$7.1M -$571K -20,860 -7%
IWMA
81
Ironwood Wealth Management (Arizona)
Arizona
$6.87M -$3.97M -144,892 -37%
MML Investors Services
82
MML Investors Services
Massachusetts
$6.8M -$1.21M -44,369 -15%
SFP
83
Strategic Financial Planning
Texas
$6.7M +$6.7M +244,793 New
NCM
84
Northwest Capital Management
Oregon
$6.52M -$111K -4,066 -2%
FWP
85
FAS Wealth Partners
Kansas
$6.45M +$204K +7,450 +3%
MA
86
Modus Advisors
Minnesota
$6.37M +$6.37M +232,653 New
PIMG
87
Patriot Investment Management Group
Tennessee
$6.25M -$58.5K -2,136 -0.9%
GAM
88
Gemmer Asset Management
California
$6.22M +$226K +8,267 +4%
SWA
89
Sutton Wealth Advisors
Florida
$6.19M +$289K +10,554 +5%
WCWM
90
Wooster Corthell Wealth Management
Connecticut
$6.1M +$112K +4,076 +2%
TC
91
Tatro Capital
Kentucky
$6.06M +$6.06M +221,509 New
SFSG
92
Stearns Financial Services Group
North Carolina
$6.05M +$76.4K +2,792 +1%
SFA
93
Sequoia Financial Advisors
Ohio
$6.04M +$352K +12,851 +6%
CGFA
94
Colton Groome Financial Advisors
North Carolina
$5.94M +$2.46M +89,732 +71%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$5.94M -$8.06M -294,335 -58%
AG
96
Appleton Group
Wisconsin
$5.9M +$5.9M +215,592 New
MA
97
MCF Advisors
Kentucky
$5.86M -$55.1K -2,014 -0.9%
MWA
98
MFA Wealth Advisors
Pennsylvania
$5.8M +$159K +5,798 +3%
HA
99
HC Advisors
Georgia
$5.75M +$5.75M +209,993 New
BAMG
100
Brand Asset Management Group
Missouri
$5.63M -$10.2K -374 -0.2%
2 3
4
5 6