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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.

New
Increased
Maintained
Reduced
Closed
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 %
BL
126
BCWM LLC
Kansas
$4.14M +$150K +5,494 +4%
B
127
Bailard
California
$4.06M +$19.7K +718 +0.5%
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$3.98M +$609K +22,270 +18%
GIA
129
Gladstone Institutional Advisory
Florida
$3.95M +$92.9K +3,395 +2%
GWM
130
Geneos Wealth Management
Colorado
$3.85M +$294K +10,700 +8%
SWM
131
Segment Wealth Management
Texas
$3.84M +$808K +29,510 +27%
GC
132
Grimes & Company
Massachusetts
$3.84M +$2.44M +89,292 +175%
LPL Financial
133
LPL Financial
California
$3.76M +$253K +9,240 +7%
KCPG
134
Kavar Capital Partners Group
Kansas
$3.74M +$131K +4,776 +4%
AIM
135
AMI Investment Management
Indiana
$3.72M -$336K -12,287 -8%
VCM
136
Versant Capital Management
Arizona
$3.69M -$690K -25,202 -16%
OWM
137
Orgel Wealth Management
Wisconsin
$3.66M +$1.21M +44,141 +49%
SDWMA
138
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.65M +$537K +19,606 +17%
CCA
139
Cobblestone Capital Advisors
New York
$3.6M -$17.6K -642 -0.5%
SWM
140
Stockman Wealth Management
Montana
$3.57M +$308K +11,256 +9%
PCWA
141
Pacific Capital Wealth Advisors
California
$3.57M +$3.57M +130,316 New
ACA
142
Aptus Capital Advisors
Alabama
$3.52M +$2.39M +87,512 +213%
HFS
143
Howard Financial Services
Texas
$3.5M +$25.5K +932 +0.7%
AF
144
Advisornet Financial
Minnesota
$3.48M +$1.07M +39,172 +45%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$3.44M +$251K +9,195 +8%
5L
146
55I LLC
Massachusetts
$3.36M +$1.26M +45,874 +60%
MWM
147
Mission Wealth Management
California
$3.35M -$156K -5,717 -4%
LPIC
148
LeJeune Puetz Investment Counsel
Michigan
$3.35M +$23.1K +843 +0.7%
HIM
149
Harbour Investment Management
Washington
$3.32M +$223K +8,144 +7%
OAJ
150
Ogorek Anthony Joseph
New York
$3.32M +$3.32M +121,333 New
4 5
6
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