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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
Financial Engines Advisors
California
$435M
2
CSIA
Charles Schwab Investment Advisory
California
$854M
3
Brown Advisory
Brown Advisory
Maryland
$33.6M
4
Goldman Sachs
Goldman Sachs
New York
$24.8M
5
TIM
Total Investment Management
Arizona
$44.4M

Top Sellers

1
HC
Hamilton Capital
Ohio
$60.1M
2
Rafferty Asset Management
Rafferty Asset Management
New York
$3.18M
3
BWM
BerganKDV Wealth Management
Minnesota
$2.1M
4
BlackRock
BlackRock
New York
$12.1M
5
WCM
Weatherstone Capital Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
351
CIBC Private Wealth Group
Georgia
$385K -$56.5K -2,173 -13%
OPA
352
Old Port Advisors
Maine
$384K +$1.22K +47 +0.3%
BIA
353
BHK Investment Advisors
Alabama
$378K +$378K +14,539 New
TCM
354
Twele Capital Management
Minnesota
$377K +$5.54K +213 +1%
SWRP
355
Summit Wealth & Retirement Planning
California
$376K -$9.24K -355 -2%
FG
356
Fiduciary Group
Georgia
$374K -$3.74K -144 -1%
RCAG
357
Rehmann Capital Advisory Group
Michigan
$370K +$370K +14,228 New
DWT
358
Dorsey & Whitney Trust
South Dakota
$369K +$369K +14,194 New
DP
359
DDD Partners
Washington
$362K +$7.91K +304 +2%
SWA
360
Stratos Wealth Advisors
Ohio
$361K +$361K +13,863 New
PFM
361
Parsec Financial Management
North Carolina
$356K +$44.6K +1,717 +14%
BJL
362
Brighton Jones LLC
Washington
$348K +$6.89K +265 +2%
ACA
363
Aptus Capital Advisors
Alabama
$346K +$346K +13,330 New
SCM
364
Stordahl Capital Management
Colorado
$344K +$344K +12,896 New
PCA
365
Personal Capital Advisors
California
$343K -$28.1K -1,080 -8%
KA
366
Klingman & Associates
New York
$342K – – –
AWE
367
Avidian Wealth Enterprises
Texas
$342K +$342K +13,159 New
CPIG
368
Chicago Partners Investment Group
Illinois
$340K +$4.66K +173 +1%
CMBA
369
C.M. Bidwell & Associates
Hawaii
$339K -$112K -4,320 -25%
VHAM
370
Van Hulzen Asset Management
California
$336K -$268K -10,301 -44%
BAM
371
Barrett Asset Management
New York
$328K – – –
GSWM
372
Golden State Wealth Management
California
$328K +$328K +12,604 New
HWA
373
Heritage Way Advisors
Illinois
$327K +$24.4K +939 +8%
Millennium Management
374
Millennium Management
New York
$323K +$323K +12,437 New
BDF
375
Black Diamond Financial
Maryland
$322K -$227K -8,715 -41%
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15
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