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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

582 hedge funds and large institutions have $4.59B invested in Schwab Emerging Markets Equity ETF in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 181 increasing their positions, 257 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+6
Holders Change %
+1.04%
% of All Funds
11.77%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.67%
New
55
Increased
181
Reduced
257
Closed
39
Calls
–
Puts
$511K
Net Calls
-$511K
Net Calls Change
-$511K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$203M
2
CSIA
Charles Schwab Investment Advisory
California
$1.43B
3
MG
Mather Group
Illinois
$150M
4
KFC
Klingenstein Fields & Co
New York
$24.7M
5
I
INVST
Indiana
$12.7M

Top Sellers

1
TI
Tidal Investments
Wisconsin
$0
2
Financial Engines Advisors
Financial Engines Advisors
California
$668M
3
Creative Planning
Creative Planning
Kansas
$417M
4
JIP
JBJ Investment Partners
South Carolina
$0
5
AG
Appleton Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWMA
126
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.44M +$114K +4,266 +3%
BCM
127
Boltwood Capital Management
California
$3.42M -$21.9K -820 -0.6%
WAM
128
Wakefield Asset Management
Colorado
$3.35M -$79.7K -2,979 -2%
EP
129
Eudaimonia Partners
Tennessee
$3.27M +$3.27M +122,219 New
AIM
130
AMI Investment Management
Indiana
$3.18M +$123K +4,596 +4%
CCA
131
Cobblestone Capital Advisors
New York
$3.14M -$43K -1,606 -1%
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$3.05M +$1.49M +55,781 +96%
AMG
133
Asset Management Group
Connecticut
$3.04M -$18.9K -705 -0.6%
DP
134
Denver PWM
Colorado
$3M +$17.9K +670 +0.6%
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$2.97M +$88.9K +3,323 +3%
HSA
136
HBK Sorce Advisory
Pennsylvania
$2.96M -$21.4K -800 -0.7%
MWM
137
Mission Wealth Management
California
$2.95M -$220K -8,239 -7%
RC
138
Roundview Capital
New Jersey
$2.94M +$48.1K +1,796 +2%
OWM
139
Orgel Wealth Management
Wisconsin
$2.94M -$2.83M -105,705 -49%
AIM
140
Anchor Investment Management
South Carolina
$2.87M -$37.2K -1,390 -1%
BPA
141
Beacon Pointe Advisors
California
$2.85M -$240K -8,967 -8%
CFMC
142
Curbstone Financial Management Corp
New Hampshire
$2.85M -$215K -8,050 -7%
Betterment LLC
143
Betterment LLC
New York
$2.84M -$278K -10,406 -9%
NGA
144
Naples Global Advisors
Florida
$2.84M +$317K +11,855 +13%
BF
145
Blankinship & Foster
California
$2.68M -$49.4K -1,846 -2%
TYCC
146
Texas Yale Capital Corp
Florida
$2.57M +$54.2K +2,025 +2%
WWM
147
WT Wealth Management
Arizona
$2.57M +$300K +11,193 +13%
AWM
148
AllSquare Wealth Management
New York
$2.57M -$99.9K -3,735 -4%
AFG
149
Arkansas Financial Group
Arkansas
$2.56M +$1.39M +52,080 +120%
MWM
150
MorganRosel Wealth Management
Colorado
$2.56M +$272K +10,177 +12%
4 5
6
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