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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 %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$5.49M +$2.35M +85,797 +75%
BSB
102
Bangor Savings Bank
Maine
$5.49M +$328K +11,999 +6%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$5.27M -$994K -36,323 -16%
MGIA
104
Moneta Group Investment Advisors
Missouri
$5.26M +$1.24M +45,411 +31%
OIA
105
OneDigital Investment Advisors
Kansas
$5.18M +$176K +6,444 +4%
GIA
106
GHP Investment Advisors
Colorado
$5.17M +$450K +16,433 +10%
PP
107
PrairieView Partners
Minnesota
$5.08M -$775K -28,300 -13%
LF
108
Lee Financial
Texas
$5.04M -$173K -6,322 -3%
OFG
109
Omega Financial Group
California
$4.92M +$211K +7,714 +4%
PA
110
Planning Alternatives
Michigan
$4.9M +$387K +14,147 +9%
IFS
111
Ifrah Financial Services
Arkansas
$4.88M -$6.49K -237 -0.1%
CMP
112
Courage Miller Partners
Virginia
$4.83M +$109K +3,967 +2%
SWM
113
SigFig Wealth Management
California
$4.81M +$67.1K +2,450 +1%
RC
114
Rovin Capital
Arizona
$4.73M +$4.73M +172,797 New
JWA
115
JFS Wealth Advisors
Pennsylvania
$4.67M +$233K +8,523 +5%
FCM
116
Firestone Capital Management
Florida
$4.66M +$4.66M +170,260 New
SHA
117
Seneca House Advisors
Virginia
$4.61M +$94.5K +3,452 +2%
LIM
118
Leavell Investment Management
Alabama
$4.4M +$116K +4,252 +3%
EWM
119
Empirical Wealth Management
Washington
$4.37M -$137K -5,017 -3%
CWM
120
Confluence Wealth Management
Oregon
$4.35M +$152K +5,561 +4%
GVAG
121
Great Valley Advisor Group
Delaware
$4.31M +$491K +17,952 +13%
Geode Capital Management
122
Geode Capital Management
Massachusetts
$4.3M -$3.95M – –
ACM
123
Armbruster Capital Management
New York
$4.23M -$113K -4,128 -3%
Stifel Financial
124
Stifel Financial
Missouri
$4.2M +$450K +16,435 +12%
BAAM
125
Baker Avenue Asset Management
California
$4.15M +$4.15M +151,500 New
3 4
5
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