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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

576 hedge funds and large institutions have $4.21B invested in Schwab Emerging Markets Equity ETF in 2020 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 204 increasing their positions, 260 reducing their positions, and 63 closing their positions.

Holders
576
Holders Change
-21
Holders Change %
-3.52%
% of All Funds
11.84%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.7%
New
44
Increased
204
Reduced
260
Closed
63
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.28B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$633M
3
TI
3
Tidal Investments
Wisconsin
$39.5M
4
MG
4
Mather Group
Illinois
$126M
5
SCM
5
SCS Capital Management
Massachusetts
$51.7M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.8M
2
SS
2
Sunbelt Securities
Texas
$0
3
Bank of America
3
Bank of America
North Carolina
$24.9M
4
ACM
4
Alpha Capital Management
Texas
$1.89M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.28B 52,616,050 +22,445,845 +74%
Financial Engines Advisors
2
Financial Engines Advisors
California
$633M 25,981,129 +4,578,638 +21%
Creative Planning
3
Creative Planning
Kansas
$394M 16,178,159 +867,441 +6%
Charles Schwab
4
Charles Schwab
California
$153M 6,291,377 -217,481 -3%
MG
5
Mather Group
Illinois
$126M 5,178,896 +1,461,943 +39%
HC
6
Hamilton Capital
Ohio
$59M 2,421,083 -1,545 -0.1%
HighTower Advisors
7
HighTower Advisors
Illinois
$53.1M 2,181,053 +322,658 +17%
SCM
8
SCS Capital Management
Massachusetts
$51.7M 2,124,023 +1,113,345 +110%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$39.7M 1,493,335 +98,214 +7%
HWA
10
Heartwood Wealth Advisors
Virginia
$39.6M 1,788,181 +216,082 +14%
TI
11
Tidal Investments
Wisconsin
$39.5M 1,620,958 +1,620,958 New
UCFA
12
United Capital Financial Advisors
Texas
$36.9M 1,515,042 -148,257 -9%
Morgan Stanley
13
Morgan Stanley
New York
$28.9M 1,187,679 +56,468 +5%
Bank of America
14
Bank of America
North Carolina
$24.9M 1,024,037 -2,623,361 -72%
FIM
15
Frontier Investment Management
Texas
$23.4M 960,499 +18,030 +2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$21.7M 890,921 +257,384 +41%
BP
17
Ballentine Partners
Massachusetts
$21.7M 890,174 +262,152 +42%
EHPM
18
Emery Howard Portfolio Management
California
$21.6M 885,090 -346,457 -28%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$21.5M 881,868 +13,147 +2%
KFA
20
Kays Financial Advisory
Georgia
$21.5M 881,536 +20,324 +2%
KF
21
Krilogy Financial
Missouri
$19.3M 794,435 +61,938 +8%
CHA
22
Cooper/Haims Advisors
New York
$19M 778,951 +1,942 +0.2%
TF
23
TimeScale Financial
Massachusetts
$18.9M 747,194 -1,464 -0.2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$18.8M 770,208 -83,867 -10%
LA
25
LVW Advisors
New York
$18.5M 760,339 -180,571 -19%
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