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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 %
CAPTRUST Financial Advisors
326
CAPTRUST Financial Advisors
North Carolina
$412K -$6.03K -256 -1%
NB
327
Nicolet Bankshares
Wisconsin
$412K +$20.6K +875 +5%
RWA
328
River Wealth Advisors
Pennsylvania
$412K +$72K +3,059 +21%
PAM
329
Peak Asset Management
Colorado
$410K +$64.3K +2,730 +19%
CMBA
330
C.M. Bidwell & Associates
Hawaii
$408K -$29K -1,232 -7%
FFA
331
Fragasso Financial Advisors
Pennsylvania
$406K +$15.6K +662 +4%
MA
332
Mutual Advisors
Nebraska
$404K +$149K +6,326 +58%
BWP
333
Baldwin Wealth Partners
Massachusetts
$403K -$23.5K -1,000 -6%
CIBC Private Wealth Group
334
CIBC Private Wealth Group
Georgia
$400K -$68.8K -2,920 -15%
DCM
335
Donaldson Capital Management
Indiana
$396K -$94.1K -4,000 -19%
CCM
336
Coldstream Capital Management
Washington
$388K -$511K -21,756 -57%
SAM
337
Summit Asset Management
Tennessee
$385K -$34.4K -1,464 -8%
3AM
338
3D Asset Management
Connecticut
$378K +$5.62K +239 +2%
CWM
339
Centric Wealth Management
Illinois
$373K +$373K +15,845 New
SFG
340
Sage Financial Group
Pennsylvania
$368K +$101K +4,299 +38%
KWM
341
Kingsview Wealth Management
Oregon
$367K -$9.98K -424 -3%
OPA
342
Old Port Advisors
Maine
$362K +$362K +14,707 New
MWM
343
Meridian Wealth Management
Kentucky
$356K +$64.9K +2,759 +22%
ECM
344
Evergreen Capital Management
Washington
$353K -$254K -10,790 -42%
GG
345
Gofen & Glossberg
Illinois
$353K -$5.31K -226 -1%
CG
346
Colony Group
Massachusetts
$351K +$351K +14,898 New
CF
347
Corrigan Financial
Rhode Island
$348K +$348K +14,797 New
KLI
348
Kelman-Lazarov Inc
Tennessee
$348K +$348K +14,790 New
SWRP
349
Summit Wealth & Retirement Planning
California
$348K +$348K +14,803 New
FG
350
Fiduciary Group
Georgia
$342K +$8.87K +377 +3%
12 13
14
15 16