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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

636 hedge funds and large institutions have $5.46B invested in Schwab Emerging Markets Equity ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 248 increasing their positions, 226 reducing their positions, and 28 closing their positions.

Holders
636
Holders Change
+54
Holders Change %
+9.28%
% of All Funds
11.28%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
0.8%
New
93
Increased
248
Reduced
226
Closed
28
Calls
–
Puts
$972K
Net Calls
-$972K
Net Calls Change
-$461K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$119M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.69B
3
TCM
3
Tradewinds Capital Management
Washington
$19.6M
4
MG
4
Mather Group
Illinois
$183M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.1M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$756M
2
Jane Street
2
Jane Street
New York
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.18M
4
X
4
Xponance
Pennsylvania
$3.51M
5
TI
5
tru Independence
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.69B 55,067,605 +1,478,484 +3%
Financial Engines Advisors
2
Financial Engines Advisors
California
$756M 24,665,181 -281,870 -1%
Creative Planning
3
Creative Planning
Kansas
$476M 15,525,244 -72,546 -0.5%
Charles Schwab
4
Charles Schwab
California
$239M 7,784,145 +214,094 +3%
MG
5
Mather Group
Illinois
$183M 5,961,434 +369,746 +7%
HighTower Advisors
6
HighTower Advisors
Illinois
$119M 3,870,692 +1,589,203 +70%
HC
7
Hamilton Capital
Ohio
$71.9M 2,347,405 +51,898 +2%
SCM
8
SCS Capital Management
Massachusetts
$67.5M 2,202,178 +122,777 +6%
HWA
9
Heartwood Wealth Advisors
Virginia
$50.3M 1,640,407 +26,820 +2%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$49.4M 1,536,858 +60,929 +4%
UCFA
11
United Capital Financial Advisors
Texas
$39.4M 1,285,763 -77,734 -6%
Morgan Stanley
12
Morgan Stanley
New York
$38.4M 1,252,621 +46,794 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$34.1M 1,112,075 +294,586 +36%
Bank of America
14
Bank of America
North Carolina
$27.8M 907,214 +23,984 +3%
KFC
15
Klingenstein Fields & Co
New York
$27M 882,117 -39,038 -4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$26.7M 869,904 -10,329 -1%
EHPM
17
Emery Howard Portfolio Management
California
$26.6M 866,374 +7,057 +0.8%
BP
18
Ballentine Partners
Massachusetts
$26.5M 863,588 -19,596 -2%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$24.3M 792,641 +225,020 +40%
MMA
20
Miracle Mile Advisors
California
$23.9M 778,271 -11,870 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$23.6M 770,702 -41,984 -5%
CHA
22
Cooper/Haims Advisors
New York
$23.5M 765,331 -16,556 -2%
KF
23
Krilogy Financial
Missouri
$23.1M 754,143 -5,022 -0.7%
JFG
24
JMG Financial Group
Illinois
$21.8M 709,743 +3,772 +0.5%
LA
25
LVW Advisors
New York
$21.7M 709,072 +13,895 +2%
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