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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 %
SFG
301
StrategIQ Financial Group
Indiana
$538K +$53.3K +2,265 +11%
MWM
302
MorganRosel Wealth Management
Colorado
$532K +$532K +22,630 New
PWA
303
Providence Wealth Advisors
Illinois
$524K -$56.8K -2,406 -10%
BFEC
304
Benjamin F. Edwards & Company
Missouri
$523K +$93.7K +3,982 +22%
CCG
305
Chatham Capital Group
Georgia
$514K -$2.54M -107,930 -83%
GAM
306
Gould Asset Management
California
$502K -$123K -5,205 -20%
GT
307
Greenleaf Trust
Michigan
$499K – – –
BDF
308
Black Diamond Financial
Maryland
$497K +$497K +21,080 New
First Manhattan
309
First Manhattan
New York
$496K +$496K +21,110 New
GI
310
Gradient Investments
Minnesota
$484K +$27.2K +1,157 +6%
IAS
311
IMA Advisory Services
Colorado
$483K -$59.5K -2,529 -11%
DAS
312
Dynamic Advisor Solutions
Arizona
$477K -$264K -10,407 -36%
PFM
313
Peak Financial Management
Massachusetts
$477K +$17.2K +730 +4%
PA
314
PFG Advisors
Arizona
$470K +$4.91K +193 +1%
TF
315
Trek Financial
Arizona
$468K +$468K +19,870 New
Koshinski Asset Management
316
Koshinski Asset Management
Illinois
$466K -$206K -8,700 -31%
HCM
317
Hengehold Capital Management
Ohio
$465K -$252K -10,709 -35%
AAIM
318
Asset Advisors Investment Management
Georgia
$464K -$7.18K -305 -2%
PA
319
Parallel Advisors
California
$455K +$171K +7,272 +60%
MWP
320
MYCIO Wealth Partners
Pennsylvania
$449K +$198K +8,417 +79%
VCP
321
Vista Capital Partners
Oregon
$448K -$40.7K -1,731 -8%
TF
322
Tompkins Financial
New York
$441K -$62.9K -2,674 -12%
SPC
323
Sigma Planning Corp
Michigan
$439K -$19.4K -824 -4%
JC
324
Jentner Corp
Ohio
$429K +$83.5K +3,550 +24%
MMHP
325
Murphy Middleton Hinkle & Parker
Georgia
$414K -$32.8K -1,393 -7%
11 12
13
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