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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

424 hedge funds and large institutions have $2.5B invested in Schwab Emerging Markets Equity ETF in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 223 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+29
Holders Change %
+7.34%
% of All Funds
9.73%
Holding in Top 10
51
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+18.6%
% of All Funds
1.17%
New
56
Increased
223
Reduced
109
Closed
26
Calls
$29K
Puts
$324K
Net Calls
-$295K
Net Calls Change
-$295K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$861M
2
UCFA
United Capital Financial Advisors
Texas
$30.7M
3
Rafferty Asset Management
Rafferty Asset Management
New York
$24.2M
4
FTUS
Flow Traders U.S.
New York
$21.2M
5
ACM
Alpha Capital Management
Texas
$14.9M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
DWM
Destination Wealth Management
California
$3K
3
RRC
Relaxing Retirement Coach
Massachusetts
$11.4M
4
HIM
Harbour Investment Management
Washington
$258K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$6.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
226
Belpointe Asset Management
Nevada
$660K +$256K +8,899 +63%
BWP
227
Baldwin Wealth Partners
Massachusetts
$647K +$378K +13,156 +140%
IAS
228
IMA Advisory Services
Colorado
$624K +$64.3K +2,243 +11%
SAM
229
Summit Asset Management
Tennessee
$604K +$10.4K +363 +2%
Royal Bank of Canada
230
Royal Bank of Canada
Ontario, Canada
$602K -$218K -7,625 -27%
VCP
231
Vista Capital Partners
Oregon
$587K +$22.7K +791 +4%
AAC
232
Asset Advisors Corp
Georgia
$586K +$154K +5,360 +36%
SFG
233
StrategIQ Financial Group
Indiana
$582K +$8.73K +304 +2%
ZB
234
Zions Bancorporation
Utah
$574K – – –
SDWMA
235
Schneider Downs Wealth Management Advisors
Pennsylvania
$572K -$25K -871 -4%
PAM
236
Peak Asset Management
Colorado
$569K -$248K -8,639 -30%
RBC
237
Roble Belko & Company
Pennsylvania
$561K -$7.09K -247 -1%
LNC
238
Lincoln National Corp
Pennsylvania
$552K -$556K -19,361 -50%
PP
239
Paloma Partners
Connecticut
$536K +$536K +18,689 New
BL
240
BFSG LLC
California
$520K -$24.6K -857 -5%
MIAN
241
Mariner Independent Advisor Network
Kansas
$520K +$8.61K +306 +2%
PA
242
PFG Advisors
Arizona
$519K +$76.1K +2,651 +17%
CIAS
243
Capital Investment Advisory Services
North Carolina
$512K +$7.92K +276 +2%
GAM
244
Gould Asset Management
California
$504K +$19.7K +685 +4%
CM
245
Cornerstone Management
Georgia
$493K +$493K +17,178 New
HB
246
Homrich & Berg
Georgia
$492K +$198K +6,888 +67%
GRP
247
Global Retirement Partners
California
$490K +$75.1K +2,619 +18%
ADL
248
Asset Dedication LLC
California
$488K +$49.1K +1,725 +11%
SCM
249
SOL Capital Management
Maryland
$485K -$25.2K -879 -5%
3AM
250
3D Asset Management
Connecticut
$482K -$29.1K -1,013 -6%
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