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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

538 hedge funds and large institutions have $3.21B invested in Schwab Emerging Markets Equity ETF in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 252 increasing their positions, 152 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+44
Holders Change %
+8.91%
% of All Funds
11.66%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.93%
New
83
Increased
252
Reduced
152
Closed
29
Calls
$395K
Puts
$276K
Net Calls
+$119K
Net Calls Change
-$669K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$435M
2
CSIA
2
Charles Schwab Investment Advisory
California
$854M
3
Brown Advisory
3
Brown Advisory
Maryland
$33.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$24.8M
5
TIM
5
Total Investment Management
Arizona
$44.4M

Top Sellers

1
HC
1
Hamilton Capital
Ohio
$60.1M
2
Rafferty Asset Management
2
Rafferty Asset Management
New York
$3.18M
3
BWM
3
BerganKDV Wealth Management
Minnesota
$2.1M
4
BlackRock
4
BlackRock
New York
$12.1M
5
WCM
5
Weatherstone Capital Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
251
Colony Group
Massachusetts
$925K +$537K +20,647 +139%
SFS
252
Strategic Financial Services
New York
$917K +$92.4K +3,553 +11%
SFG
253
SNS Financial Group
Minnesota
$915K +$10.7K +412 +1%
AWA
254
Alaska Wealth Advisors
Alaska
$892K +$67.3K +2,589 +8%
VC
255
Voit & Company
Wisconsin
$869K -$3.77K -145 -0.4%
RW
256
REDW Wealth
New Mexico
$864K +$4.84K +186 +0.6%
SCM
257
SOL Capital Management
Maryland
$850K +$66.8K +2,568 +9%
GFS
258
GYL Financial Synergies
Connecticut
$845K +$845K +32,485 New
FCIM
259
Fairview Capital Investment Management
California
$842K +$28K +1,075 +3%
DWM
260
Destination Wealth Management
California
$840K -$2.85M -109,531 -77%
LNC
261
Lincoln National Corp
Pennsylvania
$835K +$8.06K +310 +1%
BFPW
262
BOK Financial Private Wealth
Colorado
$833K -$106K -4,082 -11%
GMA
263
Goldstein Munger & Associates
California
$832K – – –
DI
264
Diligent Investors
California
$832K +$21.4K +823 +3%
SWP
265
Stratos Wealth Partners
Ohio
$829K +$829K +31,866 New
MIAN
266
Mariner Independent Advisor Network
Kansas
$827K +$153K +5,894 +23%
AIM
267
Aspen Investment Management
Michigan
$826K +$46.3K +1,781 +6%
CCWA
268
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$818K -$591K -22,735 -42%
SCA
269
Stokes Capital Advisors
South Carolina
$812K +$812K +31,237 New
CHA
270
Carmichael Hill & Associates
Maryland
$800K +$60K +2,305 +8%
EGWAG
271
Elwood & Goetz Wealth Advisory Group
Georgia
$782K -$511K -19,654 -40%
TL
272
TrueWealth LLC
Georgia
$782K -$17.4K -671 -2%
EAM
273
Evanson Asset Management
California
$768K -$124K -4,766 -14%
SIA
274
Starfire Investment Advisers
Michigan
$761K +$572 +22 +0.1%
GI
275
GS Investments
Minnesota
$760K -$2.99K -115 -0.4%
9 10
11
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