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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.

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

Top Sellers

1
TI
1
Tidal Investments
Wisconsin
$0
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$668M
3
Creative Planning
3
Creative Planning
Kansas
$417M
4
JIP
4
JBJ Investment Partners
South Carolina
$0
5
AG
5
Appleton Group
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.43B 53,589,121 +973,071 +2%
Financial Engines Advisors
2
Financial Engines Advisors
California
$668M 24,947,051 -1,034,078 -4%
Creative Planning
3
Creative Planning
Kansas
$417M 15,597,790 -580,369 -4%
Charles Schwab
4
Charles Schwab
California
$203M 7,570,051 +1,278,674 +20%
MG
5
Mather Group
Illinois
$150M 5,591,688 +412,792 +8%
HC
6
Hamilton Capital
Ohio
$61.4M 2,295,507 -125,576 -5%
HighTower Advisors
7
HighTower Advisors
Illinois
$61.1M 2,281,489 +100,436 +5%
SCM
8
SCS Capital Management
Massachusetts
$55.6M 2,079,401 -44,622 -2%
HWA
9
Heartwood Wealth Advisors
Virginia
$43.2M 1,613,587 -174,594 -10%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$41.4M 1,475,929 -17,406 -1%
UCFA
11
United Capital Financial Advisors
Texas
$36.5M 1,363,497 -151,545 -10%
Morgan Stanley
12
Morgan Stanley
New York
$32.3M 1,205,827 +18,148 +2%
KFC
13
Klingenstein Fields & Co
New York
$24.7M 921,155 +324,566 +54%
Bank of America
14
Bank of America
North Carolina
$23.6M 883,230 -140,807 -14%
BP
15
Ballentine Partners
Massachusetts
$23.6M 883,184 -6,990 -0.8%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$23.6M 880,233 -10,688 -1%
EHPM
17
Emery Howard Portfolio Management
California
$23M 859,317 -25,773 -3%
KFA
18
Kays Financial Advisory
Georgia
$22.4M 837,386 -44,150 -5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$21.9M 817,489 +47,281 +6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$21.7M 812,686 -69,182 -8%
MMA
21
Miracle Mile Advisors
California
$21.1M 790,141 +88,196 +13%
CHA
22
Cooper/Haims Advisors
New York
$20.9M 781,887 +2,936 +0.4%
KF
23
Krilogy Financial
Missouri
$20.3M 759,165 -35,270 -4%
TF
24
TimeScale Financial
Massachusetts
$19.8M 733,789 -13,405 -2%
JFG
25
JMG Financial Group
Illinois
$18.9M 705,971 -4,796 -0.7%
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