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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

582 hedge funds and large institutions have $4.59B invested in Schwab Emerging Markets Equity ETF in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 181 increasing their positions, 257 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+6
Holders Change %
+1.04%
% of All Funds
11.77%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.67%
New
55
Increased
181
Reduced
257
Closed
39
Calls
–
Puts
$511K
Net Calls
-$511K
Net Calls Change
-$511K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$203M
2
CSIA
Charles Schwab Investment Advisory
California
$1.43B
3
MG
Mather Group
Illinois
$150M
4
KFC
Klingenstein Fields & Co
New York
$24.7M
5
I
INVST
Indiana
$12.7M

Top Sellers

1
TI
Tidal Investments
Wisconsin
$0
2
Financial Engines Advisors
Financial Engines Advisors
California
$668M
3
Creative Planning
Creative Planning
Kansas
$417M
4
JIP
JBJ Investment Partners
South Carolina
$0
5
AG
Appleton Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
201
FLC Capital Advisors
California
$1.51M -$1.17M -41,899 -44%
GFS
202
GYL Financial Synergies
Connecticut
$1.5M +$4.63K +173 +0.3%
CM
203
Columbus Macro
Pennsylvania
$1.49M -$136K -5,092 -8%
FHB
204
First Hawaiian Bank
Hawaii
$1.49M – – –
ACM
205
Armbruster Capital Management
New York
$1.49M -$119K -4,445 -7%
CCWA
206
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.47M – – –
TIM
207
Tortoise Investment Management
New York
$1.44M -$22.1K -824 -2%
LWM
208
Laidlaw Wealth Management
New York
$1.42M -$316K -11,806 -18%
YIA
209
YHB Investment Advisors
Connecticut
$1.42M +$1.42M +52,894 New
FWM
210
Frontier Wealth Management
Missouri
$1.41M +$351K +13,119 +33%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$1.4M – – –
GVAG
212
Great Valley Advisor Group
Delaware
$1.4M -$863K -32,226 -38%
BIP
213
Blueprint Investment Partners
North Carolina
$1.37M -$840K -27,418 -38%
FWM
214
Focused Wealth Management
New York
$1.37M +$1.04K +39 +0.1%
HCIA
215
Hochman Cole Investment Advisors
Illinois
$1.36M -$1.77K -66 -0.1%
PAG
216
Pinnacle Advisory Group
Maryland
$1.35M -$60.6K -2,266 -4%
SWM
217
SeaCrest Wealth Management
New York
$1.34M -$118K -4,418 -8%
TIM
218
Thompson Investment Management
Wisconsin
$1.32M -$9.45K -353 -0.7%
BFEC
219
Benjamin F. Edwards & Company
Missouri
$1.32M -$33K -1,235 -2%
EWA
220
EP Wealth Advisors
California
$1.3M +$10K +374 +0.8%
BAM
221
Baldrige Asset Management
Pennsylvania
$1.3M +$19.2K +717 +2%
AC
222
Abbrea Capital
California
$1.28M -$1.87K -70 -0.1%
AWM
223
AE Wealth Management
Kansas
$1.27M -$428 -16 -0%
BWP
224
BSW Wealth Partners
Colorado
$1.27M -$32.6K -1,219 -3%
SFA
225
Souders Financial Advisors
Ohio
$1.26M -$39.3K -1,358 -3%
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