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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Confluence Wealth Management
Oregon
$3.04M -$251K -12,133 -8%
BL
127
BCWM LLC
Kansas
$2.99M -$135K -6,516 -4%
TC
128
Tatro Capital
Kentucky
$2.97M -$1.62M -78,142 -35%
SWM
129
Stockman Wealth Management
Montana
$2.96M +$258K +12,455 +10%
IWMA
130
Ironwood Wealth Management (Arizona)
Arizona
$2.93M -$2.26M -109,263 -44%
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$2.9M +$297K +14,340 +11%
Betterment LLC
132
Betterment LLC
New York
$2.84M -$8.23M -397,984 -74%
PS
133
Portfolio Solutions
Michigan
$2.82M +$580K +28,012 +26%
AWM
134
Adams Wealth Management
Utah
$2.8M +$2.8M +135,241 New
CGFA
135
Colton Groome Financial Advisors
North Carolina
$2.79M -$1.7M -82,221 -38%
AWM
136
Avior Wealth Management
Nebraska
$2.71M +$467K +22,563 +21%
MAM
137
Marquette Asset Management
Minnesota
$2.7M +$505K +24,406 +23%
AIM
138
AMI Investment Management
Indiana
$2.67M -$141K -6,832 -5%
KCPG
139
Kavar Capital Partners Group
Kansas
$2.66M -$165K -7,997 -6%
PCWA
140
Pacific Capital Wealth Advisors
California
$2.65M -$46.9K -2,265 -2%
Stifel Financial
141
Stifel Financial
Missouri
$2.63M -$548K -26,512 -17%
HIM
142
Harbour Investment Management
Washington
$2.57M +$60.5K +2,923 +2%
BAM
143
Berkshire Asset Management
Pennsylvania
$2.47M +$80.5K +3,890 +3%
BCM
144
Boltwood Capital Management
California
$2.46M +$435K +21,032 +21%
RC
145
Roundview Capital
New Jersey
$2.46M +$8.11K +392 +0.3%
CCA
146
Cobblestone Capital Advisors
New York
$2.45M -$276K -13,329 -10%
CFMC
147
Curbstone Financial Management Corp
New Hampshire
$2.42M +$11.4K +550 +0.5%
MWM
148
Mission Wealth Management
California
$2.41M -$123K -5,964 -5%
HSA
149
HBK Sorce Advisory
Pennsylvania
$2.4M +$301K +14,530 +14%
AMG
150
Asset Management Group
Connecticut
$2.35M +$71.7K +3,464 +3%
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