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Schwab Emerging Markets Equity ETF

555 hedge funds and large institutions have $3.76B invested in Schwab Emerging Markets Equity ETF in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 262 increasing their positions, 189 reducing their positions, and 35 closing their positions.

Holders
555
Holders Change
+5
Holders Change %
+0.91%
% of All Funds
12.19%
Holding in Top 10
32
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.95%
% of All Funds
0.7%
New
43
Increased
262
Reduced
189
Closed
35
Calls
$1.49M
Puts
$1.71M
Net Calls
-$223K
Net Calls Change
+$181K
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$851M 33,880,520 +88,395 +0.3%
Financial Engines Advisors
2
Financial Engines Advisors
California
$500M 19,916,017 +2,882,442 +17%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$463M 18,428,587 +17,961,655 +3,847%
Creative Planning
4
Creative Planning
Kansas
$153M 6,074,839 +641,265 +12%
MG
5
Mather Group
Illinois
$85.5M 3,403,132 +257,334 +8%
Charles Schwab
6
Charles Schwab
California
$83.2M 3,312,321 +392,114 +13%
Bank of America
7
Bank of America
North Carolina
$77.3M 3,076,548 +1,667,043 +118%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$70.2M 2,734,809 +111,491 +4%
HighTower Advisors
9
HighTower Advisors
Illinois
$67.7M 2,691,959 -43,812 -2%
HC
10
Hamilton Capital
Ohio
$60.2M 2,394,173 +33,968 +1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$42.5M 1,689,324 +1,682,987 +26,558%
UCFA
12
United Capital Financial Advisors
Texas
$38.7M 1,539,914 +86,393 +6%
ACM
13
Alpha Capital Management
Texas
$29.6M 1,179,698 +18,136 +2%
EHPM
14
Emery Howard Portfolio Management
California
$29.2M 1,160,007 +19,257 +2%
WAM
15
Wealthspire Advisors (Maryland)
Maryland
$24.6M 976,979 +46,703 +5%
Brown Advisory
16
Brown Advisory
Maryland
$23.1M 920,391 -366,198 -28%
FIM
17
Frontier Investment Management
Texas
$22.6M 901,169 +36,362 +4%
CHA
18
Cooper/Haims Advisors
New York
$20M 794,763 +27,500 +4%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$19.5M 777,256 +177,237 +30%
LA
20
LVW Advisors
New York
$18.6M 739,472 +13,204 +2%
KFA
21
Kays Financial Advisory
Georgia
$18M 717,404 +10,473 +1%
KF
22
Krilogy Financial
Missouri
$16.5M 657,613 +47,083 +8%
NSAM
23
North Star Asset Management
Wisconsin
$15.2M 603,889 +2,051 +0.3%
HFP
24
Holistic Financial Partners
Indiana
$15.1M 600,431 +175,467 +41%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$14.7M 583,914 +46,999 +9%