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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 %
LHC
451
Little House Capital
Massachusetts
$125K +$125K +4,828 New
ZB
452
Zions Bancorporation
Utah
$121K +$121K +4,637 New
DPA
453
Delphi Private Advisors
California
$120K – – –
AIM
454
Acropolis Investment Management
Missouri
$119K -$6.5K -249 -5%
ESB
455
Essex Savings Bank
Connecticut
$118K – – –
FHA
456
First Horizon Advisors
Tennessee
$100K -$868K -33,681 -90%
AF
457
Allworth Financial
California
$100K +$1.48K +57 +2%
OWD
458
Osborn Williams & Donohoe
Ohio
$93K +$93K +3,500 New
TWA
459
TCI Wealth Advisors
Arizona
$88K -$50.9K -1,962 -37%
RE
460
RBC Europe
United Kingdom
$84.3K – – –
OIA
461
Optimum Investment Advisors
Illinois
$82K – – –
PC
462
Permanens Capital
New York
$81K +$81K +3,104 New
CCM
463
Covington Capital Management
California
$79K – – –
HCA
464
Horan Capital Advisors
Ohio
$78K +$78K +2,994 New
PB
465
Pinnacle Bancorp
Nebraska
$75K -$3.44K -133 -4%
GCA
466
Genesee Capital Advisors
New York
$75K +$75K +2,875 New
RCC
467
Red Cedar Capital
Nebraska
$73K +$26 +1 +0%
AIA
468
Armor Investment Advisors
North Carolina
$71K +$12.5K +485 +21%
SQA
469
Simon Quick Advisors
New Jersey
$71K +$60.3K +2,310 +562%
HR
470
Howe & Rusling
New York
$66K – – –
PNC Financial Services Group
471
PNC Financial Services Group
Pennsylvania
$62K -$17.3K -667 -22%
LWANC
472
Laurel Wealth Advisors (North Carolina)
North Carolina
$60K -$4.74K -181 -7%
CHP
473
Cable Hill Partners
Oregon
$52K +$52K +2,000 New
WTC
474
WhitTier Trust Company
Nevada
$51K – – –
BFC
475
Bedel Financial Consulting
Indiana
$51K +$14K +534 +38%
17 18
19
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