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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 %
RC
151
Roundview Capital
New Jersey
$3.24M +$40.1K +1,464 +1%
MWP
152
Meridian Wealth Partners
Pennsylvania
$3.23M +$3.23M +117,999 New
EK
153
Evensky & Katz
Florida
$3.21M -$1.96M -71,742 -38%
CFMC
154
Curbstone Financial Management Corp
New Hampshire
$3.18M +$26K +950 +0.8%
BAM
155
Berkshire Asset Management
Pennsylvania
$3.17M -$20.9K -764 -0.7%
LSAG
156
Lake Street Advisors Group
New Hampshire
$3.15M +$271K +9,902 +9%
BIP
157
Blueprint Investment Partners
North Carolina
$3.14M +$3.14M +114,761 New
MFGP
158
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.09M +$247K +9,028 +9%
DP
159
Denver PWM
Colorado
$3.09M +$99.2K +3,543 +3%
CST
160
Charles Schwab Trust
Nevada
$3.03M +$400K +14,615 +15%
AMG
161
Asset Management Group
Connecticut
$3.02M +$851K +31,101 +39%
PS
162
Portfolio Solutions
Michigan
$2.97M +$13.1K +479 +0.4%
AWM
163
Avior Wealth Management
Nebraska
$2.96M -$35.8K -1,309 -1%
FFN
164
Focus Financial Network
Minnesota
$2.95M -$236K -8,615 -7%
MAM
165
Marquette Asset Management
Minnesota
$2.91M +$150K +5,469 +5%
HI
166
Hudock Inc
Pennsylvania
$2.91M -$115K -4,110 -4%
SBL
167
Sargent Bickham Lagudis
Colorado
$2.9M -$85.1K -3,108 -3%
GPFA
168
Game Plan Financial Advisors
Ohio
$2.89M +$2.89M +105,704 New
SWA
169
Stratos Wealth Advisors
Ohio
$2.87M -$269K -9,837 -9%
AIM
170
Anchor Investment Management
South Carolina
$2.86M +$225K +8,223 +9%
BC
171
Barnett & Company
Tennessee
$2.84M +$113K +4,123 +4%
BWM
172
BerganKDV Wealth Management
Minnesota
$2.8M +$232K +8,461 +9%
HSA
173
HBK Sorce Advisory
Pennsylvania
$2.78M -$188K -6,877 -6%
VNA
174
Valley National Advisers
Pennsylvania
$2.72M +$212K +7,754 +8%
BCM
175
Boltwood Capital Management
California
$2.68M +$231K +8,426 +9%
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