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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 %
PCM
176
Pennsylvania Capital Management
Pennsylvania
$2.67M +$2.67M +97,367 New
QAM
177
QCI Asset Management
New York
$2.61M +$48.9K +1,787 +2%
SBSB
178
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.56M -$958 -35 -0%
3C
179
361 Capital
Colorado
$2.51M +$127K +4,625 +5%
WA
180
WBH Advisory
Maryland
$2.48M +$243K +8,885 +11%
WWM
181
WT Wealth Management
Arizona
$2.46M +$401K +14,648 +20%
AWM
182
Apollon Wealth Management
South Carolina
$2.45M +$298K +10,570 +14%
TI
183
tru Independence
Oregon
$2.43M +$2.43M +117,237 New
FA
184
Fagan Associates
New York
$2.4M -$7.39K -270 -0.3%
LFA
185
Landmark Financial Advisors
Kentucky
$2.39M -$90.4K -3,294 -4%
RIM
186
Regent Investment Management
Kentucky
$2.37M +$13.1K +480 +0.6%
BC
187
Burleson & Co
California
$2.33M +$988K +35,697 +74%
TYCC
188
Texas Yale Capital Corp
Florida
$2.32M +$187K +6,827 +9%
Baird Financial Group
189
Baird Financial Group
Wisconsin
$2.27M +$219K +7,995 +11%
EW
190
Element Wealth
Mississippi
$2.22M +$2.22M +81,108 New
ADL
191
Asset Dedication LLC
California
$2.19M +$93K +3,392 +4%
ATWA
192
Arbor Trust Wealth Advisors
Michigan
$2.14M +$2.14M +78,015 New
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$2.13M +$2.13M +77,978 New
SFG
194
Sather Financial Group
Texas
$2.12M +$2.12M +77,529 New
RBC
195
Roble Belko & Company
Pennsylvania
$2.11M -$84.2K -3,078 -4%
CMO
196
Covenant Multifamily Offices
Texas
$2.11M -$17.1K -624 -0.8%
FHB
197
First Hawaiian Bank
Hawaii
$2.1M – – –
MCM
198
Maxim Capital Management
California
$2.09M -$308K -13,103 -13%
FPCP
199
Fort Point Capital Partners
California
$2.09M -$26.5K -970 -1%
AWM
200
AllSquare Wealth Management
New York
$2.07M -$119K -4,354 -5%
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