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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

550 hedge funds and large institutions have $3.29B invested in Schwab Emerging Markets Equity ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 256 increasing their positions, 177 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+12
Holders Change %
+2.23%
% of All Funds
11.96%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.85%
New
46
Increased
256
Reduced
177
Closed
31
Calls
–
Puts
$404K
Net Calls
-$404K
Net Calls Change
-$523K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$71.8M
2
Creative Planning
2
Creative Planning
Kansas
$143M
3
Jane Street
3
Jane Street
New York
$28.4M
4
CSIA
4
Charles Schwab Investment Advisory
California
$887M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$14.1M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$375K
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
BWL
3
Bogart Wealth LLC
Virginia
$1.37M
4
JPLA
4
Joseph P. Lucia & Associates
New York
$798K
5
AA
5
Apriem Advisors
California
$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
251
Strategic Financial Services
New York
$981K +$56.3K +2,145 +6%
BCA
252
Berman Capital Advisors
Georgia
$960K – – –
LJAC
253
L.J. Altfest & Co
New York
$955K -$385K -14,688 -29%
SP
254
Successful Portfolios
Florida
$936K -$16.4K -625 -2%
BBPWM
255
Blue Bell Private Wealth Management
Pennsylvania
$924K -$35.9K -1,367 -4%
BIA
256
Bigelow Investment Advisors
Maine
$923K -$38.3K -1,458 -4%
TL
257
TrueWealth LLC
Georgia
$920K +$131K +4,978 +17%
VCM
258
Vivaldi Capital Management
Illinois
$918K -$47K -1,793 -5%
Koshinski Asset Management
259
Koshinski Asset Management
Illinois
$908K +$165K +6,297 +22%
MIAN
260
Mariner Independent Advisor Network
Kansas
$902K +$65.3K +2,482 +8%
AWA
261
Alaska Wealth Advisors
Alaska
$892K – – –
G
262
Gainplan
Michigan
$891K +$579K +22,052 +185%
SSWM
263
Sheets Smith Wealth Management
North Carolina
$882K +$119K +4,545 +16%
CHA
264
Carmichael Hill & Associates
Maryland
$850K +$43.2K +1,647 +5%
FCIM
265
Fairview Capital Investment Management
California
$844K -$5.25K -200 -0.6%
GMA
266
Goldstein Munger & Associates
California
$839K – – –
AIM
267
Aspen Investment Management
Michigan
$829K -$4.33K -165 -0.5%
LNC
268
Lincoln National Corp
Pennsylvania
$818K -$25.2K -959 -3%
BFEC
269
Benjamin F. Edwards & Company
Missouri
$811K +$114K +4,346 +16%
AG
270
Advisor Group
Arizona
$806K +$58.6K +2,230 +8%
JPLA
271
Joseph P. Lucia & Associates
New York
$798K -$15.5M -590,346 -95%
VC
272
Voit & Company
Wisconsin
$790K -$86.6K -3,300 -10%
DWM
273
Destination Wealth Management
California
$786K -$62.1K -2,365 -7%
EAM
274
Evanson Asset Management
California
$775K – – –
SCM
275
SOL Capital Management
Maryland
$772K -$86.2K -3,282 -10%
9 10
11
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