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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 %
CAG
426
Crestwood Advisors Group
Massachusetts
$221K +$6.08K +232 +3%
CAN
427
Cetera Advisor Networks
California
$217K +$1.45K +55 +0.7%
WA
428
Wealth Architects
California
$217K +$10.4K +398 +5%
FWCM
429
Ferguson Wellman Capital Management
Oregon
$216K +$216K +8,222 New
GSWM
430
Golden State Wealth Management
California
$213K -$117K -4,472 -35%
FVWA
431
Foster Victor Wealth Advisors
South Carolina
$212K +$7.16K +272 +3%
ECM
432
ETrade Capital Management
Virginia
$210K -$27.8K -1,062 -12%
OAM
433
Oppenheimer Asset Management
New York
$208K -$72.5K -2,770 -26%
BRWA
434
B. Riley Wealth Advisors
Florida
$207K +$207K +7,856 New
SIC
435
Salem Investment Counselors
North Carolina
$206K +$206K +7,837 New
CCM
436
Condor Capital Management
New Jersey
$205K +$205K +7,814 New
BC
437
Brinker Capital
Pennsylvania
$204K -$341 -13 -0.2%
PV
438
Private Vista
Illinois
$203K -$384K -14,692 -65%
WOC
439
West Oak Capital
California
$200K +$7.48K +285 +4%
VWA
440
V Wealth Advisors
Kansas
$200K +$200K +7,522 New
S
441
SignatureFD
Georgia
$199K +$7.91K +301 +4%
WCM
442
Wealthcare Capital Management
Virginia
$197K – – –
AIA
443
Armor Investment Advisors
North Carolina
$195K +$123K +4,682 +171%
MAM
444
Meeder Asset Management
Ohio
$187K – – –
APSP
445
Asset Planning Services (Pennsylvania)
Pennsylvania
$177K – – –
AP
446
Arlington Partners
Alabama
$172K -$10K -381 -5%
SHJ
447
Sharkey, Howes & Javer
Colorado
$169K – – –
PK
448
Pflug Koory
Nebraska
$168K +$2.63K +100 +2%
Fidelity Investments
449
Fidelity Investments
Massachusetts
$166K -$21.7K -830 -12%
Fifth Third Bancorp
450
Fifth Third Bancorp
Ohio
$166K +$39.3K +1,500 +31%
16 17
18
19 20