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

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$735M
2
Financial Engines Advisors
Financial Engines Advisors
California
$125M
3
PEA
Pacific Edge Advisors
California
$2.97M
4
ML
McAdam LLC
Pennsylvania
$1.17M
5
HIC
Hartline Investment Corp
Illinois
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
251
BOK Financial Private Wealth
Colorado
$850K -$316K -13,420 -27%
BAM
252
Belpointe Asset Management
Nevada
$837K +$394K +16,752 +89%
SFG
253
SNS Financial Group
Minnesota
$818K +$308K +13,113 +61%
EAM
254
Evanson Asset Management
California
$807K +$2.63K +112 +0.3%
SP
255
Successful Portfolios
Florida
$803K +$39K +1,655 +5%
VCM
256
Vivaldi Capital Management
Illinois
$794K -$191K -8,119 -19%
LWAC
257
Laurel Wealth Advisors (California)
California
$792K +$493K +20,939 +164%
VC
258
Voit & Company
Wisconsin
$789K +$789K +33,547 New
RW
259
REDW Wealth
New Mexico
$777K +$463K +19,701 +148%
OC
260
Oarsman Capital
Wisconsin
$762K -$40.4K -1,716 -5%
GMA
261
Goldstein Munger & Associates
California
$753K +$504K +21,423 +203%
LNC
262
Lincoln National Corp
Pennsylvania
$749K +$386K +16,403 +106%
SFS
263
Strategic Financial Services
New York
$746K -$29.4K -1,250 -4%
AWA
264
Alaska Wealth Advisors
Alaska
$746K +$19.8K +840 +3%
FCIM
265
Fairview Capital Investment Management
California
$736K -$618K -26,275 -46%
DI
266
Diligent Investors
California
$733K -$20K -850 -3%
TL
267
TrueWealth LLC
Georgia
$723K +$538K +22,888 +291%
SCM
268
SOL Capital Management
Maryland
$709K +$184K +7,830 +35%
AIM
269
Aspen Investment Management
Michigan
$706K +$3.74K +159 +0.5%
FBB
270
Fulton Breakefield Broenniman
Maryland
$693K -$103K -4,363 -13%
GI
271
GS Investments
Minnesota
$690K -$122K -5,194 -15%
BCI
272
Brinker Capital Investments
Pennsylvania
$689K +$450K +19,106 +188%
SSWM
273
Sheets Smith Wealth Management
North Carolina
$688K -$153K -6,518 -18%
SIA
274
Starfire Investment Advisers
Michigan
$688K +$11.7K +498 +2%
FLA
275
Financial Life Advisors
Texas
$685K +$14K +597 +2%
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11
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