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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 %
GG
351
Gofen & Glossberg
Illinois
$422K -$3.83K -146 -0.9%
SFG
352
Sage Financial Group
Pennsylvania
$416K -$1.81K -69 -0.4%
TCM
353
Twele Capital Management
Minnesota
$413K +$32.8K +1,250 +9%
ACA
354
Aptus Capital Advisors
Alabama
$410K +$60.8K +2,321 +17%
ECM
355
Evergreen Capital Management
Washington
$394K – – –
NL
356
NKCFO LLC
Illinois
$394K – – –
FDCDDQ
357
Federation des caisses Desjardins du Quebec
Quebec, Canada
$394K +$394K +15,000 New
KLI
358
Kelman-Lazarov Inc
Tennessee
$392K +$709 +27 +0.2%
OPA
359
Old Port Advisors
Maine
$390K -$1.35K -51 -0.3%
CIBC Private Wealth Group
360
CIBC Private Wealth Group
Georgia
$385K -$4.07K -155 -1%
ACM
361
Avalon Capital Management
California
$382K +$80.7K +3,072 +27%
DWT
362
Dorsey & Whitney Trust
South Dakota
$381K +$9.32K +356 +3%
FG
363
Fiduciary Group
Georgia
$380K +$2.41K +92 +0.6%
RCAG
364
Rehmann Capital Advisory Group
Michigan
$379K +$5.69K +217 +2%
SWRP
365
Summit Wealth & Retirement Planning
California
$379K – – –
OWM
366
Opes Wealth Management
California
$378K -$200K -7,633 -35%
PCA
367
Personal Capital Advisors
California
$377K +$30.8K +1,175 +9%
CMBA
368
C.M. Bidwell & Associates
Hawaii
$377K +$35.7K +1,362 +10%
TIM
369
Total Investment Management
Arizona
$375K -$43.3M -1,769,218 -99%
3AM
370
3D Asset Management
Connecticut
$372K -$22.3K -850 -6%
TF
371
Tompkins Financial
New York
$370K -$20.5K -783 -5%
DP
372
DDD Partners
Washington
$368K +$3.02K +115 +0.8%
BJL
373
Brighton Jones LLC
Washington
$366K +$15K +574 +4%
PFM
374
Parsec Financial Management
North Carolina
$359K -$866 -33 -0.2%
HWA
375
Heritage Way Advisors
Illinois
$358K +$28.3K +1,078 +9%
13 14
15
16 17