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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

424 hedge funds and large institutions have $2.38B invested in Schwab Emerging Markets Equity ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 242 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
–
Holders Change %
0%
% of All Funds
9.72%
Holding in Top 10
42
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-17.65%
% of All Funds
0.96%
New
39
Increased
242
Reduced
91
Closed
38
Calls
–
Puts
$238K
Net Calls
-$238K
Net Calls Change
+$57K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$43.2M
2
SFM
Signature Financial Management
Virginia
+$33.2M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$20.4M
4
FTUS
Flow Traders U.S.
New York
+$18.2M
5
MG
Mather Group
Illinois
+$11.2M

Top Sellers

1
AA
Apriem Advisors
California
-$20.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$17.3M
3
LPL Financial
LPL Financial
California
-$11.8M
4
TF
Tompkins Financial
New York
-$10.8M
5
HHGC
Hunting Hill Global Capital
New York
-$7.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
251
Johnson Investment Counsel
Ohio
$510K +$510K +19,725 New
LNC
252
Lincoln National Corp
Pennsylvania
$498K – – –
BWA
253
Burt Wealth Advisors
Maryland
$497K +$147K +5,692 +42%
PA
254
PFG Advisors
Arizona
$490K +$22.3K +862 +5%
ECM
255
Evergreen Capital Management
Washington
$485K +$485K +18,744 New
GI
256
Gradient Investments
Minnesota
$482K +$107K +4,121 +28%
MWM
257
Meridian Wealth Management
Kentucky
$481K +$71.9K +2,774 +18%
MMHP
258
Murphy Middleton Hinkle & Parker
Georgia
$468K +$41.3K +1,596 +10%
CIAS
259
Capital Investment Advisory Services
North Carolina
$467K +$5.13K +198 +1%
SPC
260
Sigma Planning Corp
Michigan
$462K +$91.1K +3,519 +25%
SCM
261
SOL Capital Management
Maryland
$452K +$14.5K +561 +3%
CM
262
Cornerstone Management
Georgia
$445K – – –
BAM
263
Belpointe Asset Management
Nevada
$444K -$152K -5,849 -25%
GRP
264
Global Retirement Partners
California
$439K -$3.42K -132 -0.8%
FFA
265
Fragasso Financial Advisors
Pennsylvania
$430K – – –
PFM
266
Peak Financial Management
Massachusetts
$430K +$183K +7,085 +74%
NB
267
Nicolet Bankshares
Wisconsin
$427K – – –
HB
268
Homrich & Berg
Georgia
$425K -$18.4K -712 -4%
3AM
269
3D Asset Management
Connecticut
$423K -$12.4K -477 -3%
CMBA
270
C.M. Bidwell & Associates
Hawaii
$422K +$4.01K +155 +1%
JWM
271
Janiczek Wealth Management
Colorado
$418K +$4.35K +168 +1%
SCA
272
STALEY CAPITAL ADVISERS
Pennsylvania
$397K – – –
GG
273
Gofen & Glossberg
Illinois
$393K +$10.6K +408 +3%
KWM
274
Kingsview Wealth Management
Oregon
$389K +$68.9K +2,661 +22%
JPMPWA
275
J.P. Morgan Private Wealth Advisors
California
$388K +$191K +7,385 +97%
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