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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$970M 35,454,288 +1,573,768 +5%
Financial Engines Advisors
2
Financial Engines Advisors
California
$560M 20,460,188 +544,171 +3%
Creative Planning
3
Creative Planning
Kansas
$167M 6,105,469 +30,630 +0.5%
Charles Schwab
4
Charles Schwab
California
$101M 3,681,681 +369,360 +11%
MG
5
Mather Group
Illinois
$98.6M 3,604,140 +201,008 +6%
HighTower Advisors
6
HighTower Advisors
Illinois
$88.5M 3,235,290 +543,331 +20%
Bank of America
7
Bank of America
North Carolina
$87M 3,178,824 +102,276 +3%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$80M 2,924,257 +189,448 +7%
HC
9
Hamilton Capital
Ohio
$66.9M 2,444,149 +49,976 +2%
GSWM
10
Golden State Wealth Management
California
$52M 1,898,759 +1,890,622 +23,235%
TIM
11
Total Investment Management
Arizona
$52M 1,898,759 +1,898,759 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$44.6M 1,629,702 -59,622 -4%
UCFA
13
United Capital Financial Advisors
Texas
$44.3M 1,618,322 +78,408 +5%
FWM
14
Focused Wealth Management
New York
$40.5M 1,481,484 +1,405,434 +1,848%
EHPM
15
Emery Howard Portfolio Management
California
$33.5M 1,223,527 +63,520 +5%
Citadel Advisors
16
Citadel Advisors
Florida
$30.9M 1,128,675 +1,128,675 New
PCIA
17
Prime Capital Investment Advisors
Kansas
$30M 1,094,327 +533,611 +95%
ACM
18
Alpha Capital Management
Texas
$29.7M 1,084,097 -95,601 -8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$25.5M 931,052 -17,497,535 -95%
FIM
20
Frontier Investment Management
Texas
$25.3M 924,826 +23,657 +3%
Brown Advisory
21
Brown Advisory
Maryland
$25.2M 921,742 +1,351 +0.1%
LA
22
LVW Advisors
New York
$22.2M 810,854 +71,382 +10%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$21.2M 775,327 -1,929 -0.2%
CHA
24
Cooper/Haims Advisors
New York
$21.1M 771,822 -22,941 -3%
RFA
25
Radnor Financial Advisors
Pennsylvania
$21.1M 770,120 +770,120 New
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