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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 %
3C
176
361 Capital
Colorado
$1.8M -$98.2K -4,744 -5%
RIM
177
Regent Investment Management
Kentucky
$1.76M -$27.5K -1,330 -2%
MFGP
178
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.76M -$574K -27,751 -25%
SBSB
179
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.74M -$197K -9,515 -10%
LFA
180
Landmark Financial Advisors
Kentucky
$1.71M -$193K -8,777 -10%
VCM
181
Vivaldi Capital Management
Illinois
$1.71M +$999K +48,304 +140%
FPCP
182
Fort Point Capital Partners
California
$1.7M +$126K +6,072 +8%
WWM
183
WT Wealth Management
Arizona
$1.7M -$156K -7,552 -8%
FA
184
Fagan Associates
New York
$1.68M -$136K -6,596 -8%
SC
185
Savant Capital
Illinois
$1.66M +$1.46M +70,573 +737%
DAS
186
Dynamic Advisor Solutions
Arizona
$1.65M +$1.24M +60,019 +304%
AWM
187
Apollon Wealth Management
South Carolina
$1.64M -$151K -7,310 -8%
FHB
188
First Hawaiian Bank
Hawaii
$1.6M +$13.9K +672 +0.9%
ATWA
189
Arbor Trust Wealth Advisors
Michigan
$1.59M -$24.4K -1,178 -2%
FAIM
190
Financial Advocates Investment Management
Washington
$1.53M +$431K +20,810 +39%
AA
191
Advisory Alpha
Michigan
$1.53M -$4.75M -228,973 -76%
AWM
192
AllSquare Wealth Management
New York
$1.51M -$54.4K -2,630 -3%
SWM
193
SVA Wealth Management
Wisconsin
$1.5M +$163K +7,869 +12%
HFA
194
Huber Financial Advisors
Illinois
$1.48M +$344K +16,649 +30%
MSWMA
195
Market Street Wealth Management Advisors
Indiana
$1.46M +$1.07M +51,825 +276%
CAM
196
Cresset Asset Management
Illinois
$1.43M +$808K +39,052 +130%
OIA
197
OneDigital Investment Advisors
Kansas
$1.42M -$2.5M -120,781 -64%
CST
198
Charles Schwab Trust
Nevada
$1.4M -$883K -42,709 -39%
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$1.4M – – –
Baird Financial Group
200
Baird Financial Group
Wisconsin
$1.4M -$320K -15,455 -19%
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