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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

494 hedge funds and large institutions have $2.58B invested in Schwab Emerging Markets Equity ETF in 2018 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 216 increasing their positions, 138 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
+62
Holders Change %
+14.35%
% of All Funds
11.02%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.94%
New
108
Increased
216
Reduced
138
Closed
41
Calls
$788K
Puts
–
Net Calls
+$788K
Net Calls Change
+$426K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$93.6M
2
HC
2
Hamilton Capital
Ohio
$135M
3
TIM
3
Total Investment Management
Arizona
$23.4M
4
Bank of America
4
Bank of America
North Carolina
$27.2M
5
PP
5
Pension Partners
New York
$17.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$735M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$125M
3
PEA
3
Pacific Edge Advisors
California
$2.97M
4
ML
4
McAdam LLC
Pennsylvania
$1.17M
5
HIC
5
Hartline Investment Corp
Illinois
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
226
Tortoise Investment Management
New York
$1.1M +$105K +4,474 +11%
Bank of New York Mellon
227
Bank of New York Mellon
New York
$1.09M +$147K +6,256 +16%
LJAC
228
L.J. Altfest & Co
New York
$1.08M +$658K +27,967 +155%
TA
229
Trellis Advisors
Washington
$1.07M +$24.7K +1,048 +2%
CM
230
Columbus Macro
Pennsylvania
$1.05M +$1.05M +44,644 New
NSG
231
Nalls Sherbakoff Group
Tennessee
$1.05M +$1.05M +44,583 New
PMG
232
ProVise Management Group
Florida
$1.04M +$810K +34,403 +359%
JWM
233
Janiczek Wealth Management
Colorado
$1.03M +$605K +25,706 +143%
CG
234
Caprock Group
Idaho
$1.03M +$1.03M +43,629 New
AIS
235
American Investment Services
Massachusetts
$993K +$993K +42,201 New
BPA
236
Beacon Pointe Advisors
California
$958K +$958K +40,832 New
BTS
237
BB&T Securities
Virginia
$954K -$89.5K -3,809 -9%
BWA
238
Burt Wealth Advisors
Maryland
$954K +$437K +18,559 +84%
HFS
239
HL Financial Services
Kentucky
$952K +$952K +40,450 New
BCWM
240
Bartlett & Co Wealth Management
Ohio
$950K +$98.5K +4,182 +12%
BC
241
Bartlett & Co
Ohio
$950K +$98.4K +4,182 +12%
BCP
242
Berkeley Capital Partners
Georgia
$939K -$272K -11,544 -22%
NGA
243
Naples Global Advisors
Florida
$938K +$18.4K +745 +2%
CWS
244
Cypress Wealth Services
California
$932K -$66.5K -2,826 -7%
PWMG
245
Prestige Wealth Management Group
New Jersey
$899K +$899K +38,219 New
FHA
246
First Horizon Advisors
Tennessee
$884K -$10.1K -431 -1%
BIA
247
Bigelow Investment Advisors
Maine
$860K +$18.4K +784 +2%
BBPWM
248
Blue Bell Private Wealth Management
Pennsylvania
$859K -$20.5K -870 -2%
APG
249
Abacus Planning Group
South Carolina
$856K +$133K +5,655 +18%
AOWM
250
Alpha Omega Wealth Management
Virginia
$855K -$67.8K -2,880 -7%
8 9
10
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