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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
Creative Planning
Kansas
$317M
2
SS
Sunbelt Securities
Texas
$70.2M
3
Charles Schwab
Charles Schwab
California
$135M
4
HWA
Heartwood Wealth Advisors
Virginia
$32.5M
5
SCM
SCS Capital Management
Massachusetts
$20.9M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$624M
2
GSWM
Golden State Wealth Management
California
$168K
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$30.7M
4
FWM
Focused Wealth Management
New York
$1.33M
5
HighTower Advisors
HighTower Advisors
Illinois
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
201
Trek Financial
Arizona
$1.38M +$1.38M +66,762 New
LWM
202
Laidlaw Wealth Management
New York
$1.37M +$535K +25,830 +64%
FNC
203
First National Corp
Massachusetts
$1.37M -$11.2M -272,085 -89%
TL
204
TrueWealth LLC
Georgia
$1.36M +$599K +28,945 +79%
SA
205
Sunesis Advisors
Kansas
$1.35M – – –
RIM
206
Rakuten Investment Management
Japan
$1.34M +$189K +9,200 +16%
FWM
207
Focused Wealth Management
New York
$1.33M -$29.3M -1,417,067 -96%
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$1.32M +$7.81K +381 +0.6%
TIM
209
Tortoise Investment Management
New York
$1.31M +$576K +27,823 +78%
VCM
210
Versant Capital Management
Arizona
$1.31M -$1.48M -71,596 -53%
CM
211
Columbus Macro
Pennsylvania
$1.3M +$1.3M +62,901 New
MWM
212
MorganRosel Wealth Management
Colorado
$1.3M +$128K +6,189 +11%
BCIM
213
Bishop & Co Investment Management
Pennsylvania
$1.29M -$65.7K -2,400 -5%
NIC
214
Northwest Investment Counselors
Oregon
$1.29M -$62.7K -3,033 -5%
FANJ
215
Financial Architects (New Jersey)
New Jersey
$1.28M +$80.3K +3,879 +7%
CWM
216
Chesapeake Wealth Management
Virginia
$1.28M +$15.7K +759 +1%
GC
217
Grimes & Company
Massachusetts
$1.28M -$1.62M -78,535 -56%
AAS
218
Avantax Advisory Services
Texas
$1.27M +$1.27M +61,404 New
MAS
219
Managed Account Services
Florida
$1.24M -$135K -6,699 -10%
BWL
220
Bogart Wealth LLC
Virginia
$1.24M +$120K +5,791 +11%
AA
221
Ancora Advisors
Ohio
$1.22M -$69.6K -3,364 -5%
BOPW
222
Brandywine Oak Private Wealth
Pennsylvania
$1.2M -$2.94M -9,617 -71%
TA
223
Trellis Advisors
Washington
$1.19M +$255K +12,313 +27%
AC
224
Abbrea Capital
California
$1.17M +$1.17M +56,474 New
HCIA
225
Hochman Cole Investment Advisors
Illinois
$1.17M -$108K -5,225 -8%
7 8
9
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