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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 %
LSAG
101
Lake Street Advisors Group
New Hampshire
$3.93M 190,090 +74,881 +65%
IFS
102
Ifrah Financial Services
Arkansas
$3.82M 184,576 +6,399 +4%
Ameriprise
103
Ameriprise
Minnesota
$3.8M 183,490 -207,332 -53%
LF
104
Lee Financial
Texas
$3.77M 182,403 -1,543 -0.8%
CMP
105
Courage Miller Partners
Virginia
$3.76M 181,590 +4,988 +3%
FCM
106
Firestone Capital Management
Florida
$3.74M 180,822 +10,562 +6%
HW
107
Hancock Whitney
Mississippi
$3.7M 178,938 -100,059 -36%
ACA
108
Aptus Capital Advisors
Alabama
$3.68M 178,064 +49,497 +38%
SWM
109
SigFig Wealth Management
California
$3.64M 175,703 -122 -0.1%
Truist Financial
110
Truist Financial
North Carolina
$3.49M 168,896 +123,016 +268%
GVAG
111
Great Valley Advisor Group
Delaware
$3.48M 168,123 +10,867 +7%
EWM
112
Empirical Wealth Management
Washington
$3.44M 166,341 +6,719 +4%
LIM
113
Leavell Investment Management
Alabama
$3.43M 165,991 +5,092 +3%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$3.41M 164,626 -204,655 -55%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$3.38M 163,508 +18,195 +13%
JPMPWA
116
J.P. Morgan Private Wealth Advisors
California
$3.35M 161,959 +143,664 +785%
LPIC
117
LeJeune Puetz Investment Counsel
Michigan
$3.34M 161,193 +38,855 +32%
Geode Capital Management
118
Geode Capital Management
Massachusetts
– – – –
AF
119
Advisornet Financial
Minnesota
$3.25M 156,935 +29,937 +24%
SFG
120
SNS Financial Group
Minnesota
$3.19M 153,953 +99,170 +181%
A
121
AdvicePeriod
California
$3.17M 153,303 -141,052 -48%
OFG
122
Omega Financial Group
California
$3.17M 153,066 -26,581 -15%
LPL Financial
123
LPL Financial
California
$3.15M 152,422 +14,921 +11%
SDWMA
124
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.05M 147,260 +13,874 +10%
GWM
125
Geneos Wealth Management
Colorado
$3.04M 150,200 +10,240 +7%
3 4
5
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