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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 %
GI
376
Gradient Investments
Minnesota
$321K -$215K -8,255 -40%
GPC
377
Glacier Peak Capital
Washington
$321K +$72.9K +2,800 +29%
AWS
378
AJ Wealth Strategies
New York
$319K +$7.18K +276 +2%
SIC
379
Sigma Investment Counselors
Michigan
$315K +$32.7K +1,256 +12%
EVC
380
Eidelman Virant Capital
Missouri
$313K -$21.5K -827 -6%
SS
381
Simplicity Solutions
Minnesota
$311K +$311K +11,940 New
G
382
Gainplan
Michigan
$310K +$310K +11,911 New
BCM
383
Blume Capital Management
California
$306K – – –
FC
384
FCA Corp
Texas
$302K +$18K +691 +6%
HL
385
HeadInvest LLC
Maine
$301K +$301K +11,575 New
ACM
386
Avalon Capital Management
California
$298K -$5.72M -220,063 -95%
DADC
387
D.A. Davidson & Co
Montana
$297K +$1.41K +54 +0.5%
SCA
388
STALEY CAPITAL ADVISERS
Pennsylvania
$295K – – –
BPM
389
Bowling Portfolio Management
Ohio
$295K +$28.7K +1,104 +11%
PFP
390
Pinnacle Financial Partners
Tennessee
$293K – – –
WP
391
WealthPLAN Partners
Nebraska
$293K +$43.7K +1,736 +18%
VFA
392
Valeo Financial Advisors
Indiana
$289K +$4.34K +167 +2%
WCM
393
Weik Capital Management
Pennsylvania
$285K – – –
W
394
Wealthquest
Ohio
$284K +$57.4K +2,212 +25%
HI
395
Human Investing
Oregon
$283K -$24.1K -928 -8%
IIM
396
Ironwood Investment Management
Massachusetts
$283K – – –
WKWM
397
Walter & Keenan Wealth Management
Indiana
$282K +$282K +10,860 New
OAM
398
Oppenheimer Asset Management
New York
$279K +$80.1K +3,076 +40%
AMG
399
Asset Management Group
Connecticut
$278K +$278K +10,672 New
MCM
400
Maple Capital Management
Vermont
$273K +$15K +576 +6%
14 15
16
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