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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.

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 %
SBL
76
Sargent Bickham Lagudis
Colorado
$4.93M 238,054 +131,971 +124%
PIMG
77
Patriot Investment Management Group
Tennessee
$4.92M 237,776 +9,465 +4%
SFA
78
Sequoia Financial Advisors
Ohio
$4.91M 237,085 +16,326 +7%
BSB
79
Bangor Savings Bank
Maine
$4.85M 234,244 +33,826 +17%
MML Investors Services
80
MML Investors Services
Massachusetts
$4.78M 230,961 -17,306 -7%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$4.73M 238,082 -57,973 -20%
SWA
82
Sutton Wealth Advisors
Florida
$4.64M 224,378 -1,769 -0.8%
GAM
83
Gemmer Asset Management
California
$4.63M 223,969 -3,149 -1%
RRC
84
Relaxing Retirement Coach
Massachusetts
$4.58M 221,418 -104,522 -32%
MGIA
85
Moneta Group Investment Advisors
Missouri
$4.57M 220,735 +28,408 +15%
BAMG
86
Brand Asset Management Group
Missouri
$4.48M 216,520 +10,746 +5%
JWA
87
JFS Wealth Advisors
Pennsylvania
$4.47M 216,245 +45,801 +27%
BCMO
88
Buckingham Capital Management (Ohio)
Ohio
$4.46M 215,453 -158,029 -42%
NFG
89
NewFocus Financial Group
Washington
$4.39M 212,186 +212,186 New
PP
90
PrairieView Partners
Minnesota
$4.34M 209,809 +24,314 +13%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$4.29M 207,527 +15,184 +8%
GIA
92
GHP Investment Advisors
Colorado
$4.27M 206,222 +17,462 +9%
BCA
93
Biltmore Capital Advisors
New Jersey
$4.25M 205,507 -89,354 -30%
PA
94
Planning Alternatives
Michigan
$4.23M 204,471 +25,581 +14%
Jones Financial Companies
95
Jones Financial Companies
Missouri
$4.21M 203,450 +163,077 +404%
MA
96
Modus Advisors
Minnesota
$4.2M 203,090 -29,563 -13%
FCA
97
FLC Capital Advisors
California
$4.2M 204,900 -57,009 -22%
I
98
INVST
Indiana
$4.18M 210,168 -163,771 -44%
GIA
99
Gladstone Institutional Advisory
Florida
$4M 193,164 +48,868 +34%
SWRP
100
Summit Wealth & Retirement Planning
California
$3.99M 192,761 -80,011 -29%
2 3
4
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