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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.

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
1
Creative Planning
Kansas
$317M
2
SS
2
Sunbelt Securities
Texas
$70.2M
3
Charles Schwab
3
Charles Schwab
California
$135M
4
HWA
4
Heartwood Wealth Advisors
Virginia
$32.5M
5
SCM
5
SCS Capital Management
Massachusetts
$20.9M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$624M
2
GSWM
2
Golden State Wealth Management
California
$168K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$30.7M
4
FWM
4
Focused Wealth Management
New York
$1.33M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$38.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$624M 30,170,205 -5,284,083 -15%
Financial Engines Advisors
2
Financial Engines Advisors
California
$443M 21,402,491 +942,303 +5%
Creative Planning
3
Creative Planning
Kansas
$317M 15,310,718 +9,205,249 +151%
Charles Schwab
4
Charles Schwab
California
$135M 6,508,858 +2,827,177 +77%
MG
5
Mather Group
Illinois
$76.9M 3,716,953 +112,813 +3%
Bank of America
6
Bank of America
North Carolina
$75.5M 3,647,398 +468,574 +15%
SS
7
Sunbelt Securities
Texas
$70.2M 2,815,218 +2,772,270 +6,455%
HC
8
Hamilton Capital
Ohio
$50.1M 2,422,628 -21,521 -0.9%
HighTower Advisors
9
HighTower Advisors
Illinois
$38.5M 1,858,395 -1,376,895 -43%
UCFA
10
United Capital Financial Advisors
Texas
$34.4M 1,663,299 +44,977 +3%
HWA
11
Heartwood Wealth Advisors
Virginia
$32.5M 1,572,099 +1,557,961 +11,020%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$30.7M 1,395,121 -1,529,136 -52%
EHPM
13
Emery Howard Portfolio Management
California
$25.5M 1,231,547 +8,020 +0.7%
Morgan Stanley
14
Morgan Stanley
New York
$23.4M 1,131,211 +535,967 +90%
ACM
15
Alpha Capital Management
Texas
$22.5M 1,087,079 +2,982 +0.3%
SCM
16
SCS Capital Management
Massachusetts
$20.9M 1,010,678 +1,010,678 New
PCIA
17
Prime Capital Investment Advisors
Kansas
$19.8M 954,581 -139,746 -13%
AIP
18
Almanack Investment Partners
Pennsylvania
$19.7M 949,945 +242,325 +34%
FIM
19
Frontier Investment Management
Texas
$19.5M 942,469 +17,643 +2%
LA
20
LVW Advisors
New York
$19.5M 940,910 +130,056 +16%
TIM
21
Total Investment Management
Arizona
$19.2M 925,679 -973,080 -51%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$18M 868,721 +821,900 +1,755%
KFA
23
Kays Financial Advisory
Georgia
$17.8M 861,212 +109,174 +15%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$17.7M 854,075 -76,977 -8%
MMA
25
Miracle Mile Advisors
California
$17.2M 830,807 +830,807 New
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