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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
1
Financial Engines Advisors
California
$435M
2
CSIA
2
Charles Schwab Investment Advisory
California
$854M
3
Brown Advisory
3
Brown Advisory
Maryland
$33.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$24.8M
5
TIM
5
Total Investment Management
Arizona
$44.4M

Top Sellers

1
HC
1
Hamilton Capital
Ohio
$60.1M
2
Rafferty Asset Management
2
Rafferty Asset Management
New York
$3.18M
3
BWM
3
BerganKDV Wealth Management
Minnesota
$2.1M
4
BlackRock
4
BlackRock
New York
$12.1M
5
WCM
5
Weatherstone Capital Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
426
Pathstone Family Office
New Jersey
$219K +$219K +8,406 New
SFS
427
Summit Financial Strategies
Ohio
$218K +$218K +8,371 New
CAG
428
Crestwood Advisors Group
Massachusetts
$213K +$213K +8,198 New
CAN
429
Cetera Advisor Networks
California
$213K +$213K +8,201 New
DBRC
430
D.B. Root & Company
Pennsylvania
$210K +$210K +8,066 New
WA
431
Wealth Architects
California
$205K +$205K +7,868 New
BC
432
Brinker Capital
Pennsylvania
$203K +$203K +7,794 New
FVWA
433
Foster Victor Wealth Advisors
South Carolina
$202K +$202K +7,783 New
WCM
434
Wealthcare Capital Management
Virginia
$195K – – –
WOC
435
West Oak Capital
California
$191K +$3.1K +119 +2%
S
436
SignatureFD
Georgia
$189K -$5.28K -203 -3%
MAM
437
Meeder Asset Management
Ohio
$185K +$185K +7,109 New
Fidelity Investments
438
Fidelity Investments
Massachusetts
$184K +$171K +6,673 +1,351%
AP
439
Arlington Partners
Alabama
$180K -$2.44K -94 -1%
APSP
440
Asset Planning Services (Pennsylvania)
Pennsylvania
$176K -$5.37K -206 -3%
SHJ
441
Sharkey, Howes & Javer
Colorado
$168K -$2.14M -81,982 -93%
PK
442
Pflug Koory
Nebraska
$164K +$3.91K +150 +2%
FRA
443
Front Row Advisors
California
$158K +$2.65K +102 +2%
US Bancorp
444
US Bancorp
Minnesota
$149K +$20.3K +783 +16%
SMG
445
Spectrum Management Group
Indiana
$146K +$146K +5,610 New
NCM
446
Next Capital Management
New York
$143K -$3.27K -126 -2%
PO
447
Private Ocean
California
$143K +$26 +1 +0%
EPM
448
Elm Partners Management
Pennsylvania
$130K +$65K +2,500 +100%
HDIM
449
Hanson & Doremus Investment Management
Vermont
$126K -$22.9K -880 -15%
Fifth Third Bancorp
450
Fifth Third Bancorp
Ohio
$126K -$1.82K -70 -1%
16 17
18
19 20