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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
Creative Planning
Kansas
$93.6M
2
HC
Hamilton Capital
Ohio
$135M
3
TIM
Total Investment Management
Arizona
$23.4M
4
Bank of America
Bank of America
North Carolina
$27.2M
5
PP
Pension Partners
New York
$17.1M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$735M
2
Financial Engines Advisors
Financial Engines Advisors
California
$125M
3
PEA
Pacific Edge Advisors
California
$2.97M
4
ML
McAdam LLC
Pennsylvania
$1.17M
5
HIC
Hartline Investment Corp
Illinois
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
351
Twele Capital Management
Minnesota
$336K +$30.5K +1,295 +10%
PCA
352
Personal Capital Advisors
California
$336K +$31.4K +1,335 +10%
JPMPWA
353
J.P. Morgan Private Wealth Advisors
California
$334K – – –
RFA
354
Reilly Financial Advisors
California
$334K +$34.3K +1,458 +11%
CSPIA
355
Cary Street Partners Investment Advisory
Virginia
$329K +$329K +13,990 New
BSW
356
Buckingham Strategic Wealth
Missouri
$324K +$99.2K +4,212 +44%
DP
357
DDD Partners
Washington
$320K +$11.6K +495 +4%
KA
358
Klingman & Associates
New York
$309K – – –
BJL
359
Brighton Jones LLC
Washington
$309K +$35.8K +1,521 +13%
ACA
360
Atlas Capital Advisors
Wyoming
$308K +$224K +9,509 +264%
CPIG
361
Chicago Partners Investment Group
Illinois
$307K -$51.2K -2,076 -14%
FPCG
362
Fort Pitt Capital Group
Pennsylvania
$307K +$307K +13,033 New
IC
363
InterOcean Capital
Illinois
$307K +$307K +13,047 New
JIC
364
Johnson Investment Counsel
Ohio
$306K +$71.4K +3,044 +30%
SBA
365
Secrest Blakey & Associates
North Carolina
$303K -$4.73K -201 -2%
EVC
366
Eidelman Virant Capital
Missouri
$303K -$941 -40 -0.3%
BAM
367
Barrett Asset Management
New York
$296K -$276K -11,755 -48%
AWS
368
AJ Wealth Strategies
New York
$282K – – –
PFM
369
Parsec Financial Management
North Carolina
$282K +$282K +11,989 New
HI
370
Human Investing
Oregon
$278K +$278K +11,817 New
BCM
371
Blume Capital Management
California
$277K +$212K +9,000 +327%
HWA
372
Heritage Way Advisors
Illinois
$274K +$11.8K +501 +4%
DADC
373
D.A. Davidson & Co
Montana
$267K – – –
SCA
374
STALEY CAPITAL ADVISERS
Pennsylvania
$267K – – –
SP
375
SWS Partners
Ohio
$267K +$39.7K +1,687 +17%
13 14
15
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