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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 %
PFA
301
Pure Financial Advisors
California
$653K +$24.9K +949 +4%
AAIM
302
Asset Advisors Investment Management
Georgia
$634K +$43.8K +1,670 +7%
GAM
303
Gould Asset Management
California
$621K +$1.31K +50 +0.2%
HFA
304
Huber Financial Advisors
Illinois
$616K -$9K -343 -1%
CIAS
305
Capital Investment Advisory Services
North Carolina
$612K -$33.2K -1,256 -5%
BAM
306
Belpointe Asset Management
Nevada
$603K +$603K +22,994 New
SFG
307
StrategIQ Financial Group
Indiana
$600K -$5.25K -200 -0.9%
IDA
308
Intelligence Driven Advisers
California
$596K -$23.8K -905 -4%
SCA
309
Stokes Capital Advisors
South Carolina
$592K -$228K -8,679 -28%
AI
310
Atria Investments
North Carolina
$590K -$6.04M -249,547 -91%
GI
311
Gradient Investments
Minnesota
$584K +$261K +9,936 +81%
SPC
312
Sigma Planning Corp
Michigan
$581K +$95.1K +3,621 +20%
PFM
313
Peak Financial Management
Massachusetts
$580K +$6.56K +250 +1%
CCG
314
Chatham Capital Group
Georgia
$574K – – –
JC
315
Jentner Corp
Ohio
$569K +$71.2K +2,713 +14%
IAS
316
IMA Advisory Services
Colorado
$562K -$1.16K -44 -0.2%
WP
317
WealthPLAN Partners
Nebraska
$558K +$271K +10,978 +94%
GT
318
Greenleaf Trust
Michigan
$557K – – –
RFA
319
Reilly Financial Advisors
California
$556K +$77.2K +2,946 +16%
OC
320
Oarsman Capital
Wisconsin
$553K -$35.6K -1,355 -6%
First Manhattan
321
First Manhattan
New York
$553K – – –
AWS
322
AJ Wealth Strategies
New York
$547K +$225K +8,571 +70%
PEA
323
Pacific Edge Advisors
California
$539K – – –
MWP
324
MYCIO Wealth Partners
Pennsylvania
$532K +$13.8K +525 +3%
ZIM
325
Zacks Investment Management
Illinois
$526K +$526K +20,041 New
11 12
13
14 15