SCHE icon

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 %
LWAC
201
Laurel Wealth Advisors (California)
California
$2.05M +$419K +15,299 +26%
FI
202
FormulaFolio Investments
Michigan
$1.93M -$112K -4,108 -5%
MAS
203
Managed Account Services
Florida
$1.9M -$47.4K -1,706 -2%
IA
204
IFP Advisors
Florida
$1.86M -$43.6K -1,595 -2%
NGA
205
Naples Global Advisors
Florida
$1.84M +$135K +4,930 +8%
NIC
206
Northwest Investment Counselors
Oregon
$1.79M +$57.6K +2,105 +3%
OIWM
207
OptiFour Integrated Wealth Management
Virginia
$1.79M -$55.4K -2,025 -3%
SA
208
Sunesis Advisors
Kansas
$1.79M -$12.8K -466 -0.7%
SWM
209
SVA Wealth Management
Wisconsin
$1.77M -$11.2K -409 -0.6%
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$1.75M -$30.3K -1,107 -2%
AA
211
Alesco Advisors
New York
$1.75M -$88.3K -3,227 -5%
AA
212
Ancora Advisors
Ohio
$1.71M -$34K -1,242 -2%
HCIA
213
Hochman Cole Investment Advisors
Illinois
$1.68M -$209K -7,641 -11%
CWM
214
Chesapeake Wealth Management
Virginia
$1.68M +$87.7K +3,204 +6%
EH
215
Equitable Holdings
New York
$1.66M +$1.66M +60,740 New
SPFA
216
Summit Place Financial Advisors
New Jersey
$1.6M +$1.6M +58,601 New
Koshinski Asset Management
217
Koshinski Asset Management
Illinois
$1.6M +$553K +20,202 +53%
FWM
218
Frontier Wealth Management
Missouri
$1.6M -$36K -1,316 -2%
FANJ
219
Financial Architects (New Jersey)
New Jersey
$1.59M -$146K -5,335 -8%
SWM
220
SeaCrest Wealth Management
New York
$1.57M +$143K +5,232 +10%
TFS
221
TrustCore Financial Services
Tennessee
$1.56M +$113K +4,112 +8%
BPWA
222
Beacon Pointe Wealth Advisors
California
$1.55M -$282K -10,329 -15%
MWM
223
MorganRosel Wealth Management
Colorado
$1.55M +$79.4K +2,900 +5%
RIM
224
Rakuten Investment Management
Japan
$1.54M +$1.54M +56,043 New
HFA
225
Huber Financial Advisors
Illinois
$1.5M +$238K +8,675 +19%
7 8
9
10 11