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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 %
OC
301
Oarsman Capital
Wisconsin
$583K -$259K -9,951 -31%
OWM
302
Opes Wealth Management
California
$573K +$573K +22,029 New
CCG
303
Chatham Capital Group
Georgia
$569K – – –
PFM
304
Peak Financial Management
Massachusetts
$568K +$40.8K +1,570 +8%
MA
305
Mutual Advisors
Nebraska
$567K +$120K +4,613 +27%
IAS
306
IMA Advisory Services
Colorado
$558K +$24.4K +940 +5%
GT
307
Greenleaf Trust
Michigan
$552K – – –
First Manhattan
308
First Manhattan
New York
$549K – – –
PEA
309
Pacific Edge Advisors
California
$534K -$2.75M -105,750 -84%
IC
310
InterOcean Capital
Illinois
$529K +$189K +7,276 +56%
BWP
311
Baldwin Wealth Partners
Massachusetts
$527K +$81.2K +3,120 +18%
HCM
312
Hengehold Capital Management
Ohio
$516K +$2.08K +80 +0.4%
MWP
313
MYCIO Wealth Partners
Pennsylvania
$514K +$18.3K +704 +4%
FBB
314
Fulton Breakefield Broenniman
Maryland
$508K -$259K -9,940 -34%
PAM
315
Peak Asset Management
Colorado
$500K +$47.1K +1,810 +10%
PA
316
PFG Advisors
Arizona
$497K +$3.98K +149 +0.8%
BWA
317
Burt Wealth Advisors
Maryland
$494K -$561K -21,544 -53%
JC
318
Jentner Corp
Ohio
$493K +$18.6K +715 +4%
DAS
319
Dynamic Advisor Solutions
Arizona
$491K +$937 +36 +0.2%
WPA
320
West Paces Advisors
Georgia
$487K -$2.11M -81,181 -81%
SIAS
321
Shine Investment Advisory Services
Colorado
$487K -$143K -5,507 -23%
SPC
322
Sigma Planning Corp
Michigan
$482K -$3.65K -140 -0.8%
Cerity Partners
323
Cerity Partners
New York
$476K -$4.2M -161,495 -90%
RFA
324
Reilly Financial Advisors
California
$475K +$105K +4,050 +29%
JPMPWA
325
J.P. Morgan Private Wealth Advisors
California
$470K +$101K +3,866 +27%
11 12
13
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