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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

424 hedge funds and large institutions have $2.5B invested in Schwab Emerging Markets Equity ETF in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 223 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+29
Holders Change %
+7.34%
% of All Funds
9.73%
Holding in Top 10
51
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+18.6%
% of All Funds
1.17%
New
56
Increased
223
Reduced
109
Closed
26
Calls
$29K
Puts
$324K
Net Calls
-$295K
Net Calls Change
-$295K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$861M
2
UCFA
2
United Capital Financial Advisors
Texas
$30.7M
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$24.2M
4
FTUS
4
Flow Traders U.S.
New York
$21.2M
5
ACM
5
Alpha Capital Management
Texas
$14.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
DWM
2
Destination Wealth Management
California
$3K
3
RRC
3
Relaxing Retirement Coach
Massachusetts
$11.4M
4
HIM
4
Harbour Investment Management
Washington
$258K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFA
26
Kays Financial Advisory
Georgia
$13.4M +$13.4M +466,659 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$12.7M +$1.74M +60,684 +16%
TF
28
Tompkins Financial
New York
$12.6M -$85.8K -2,989 -0.7%
I
29
INVST
Indiana
$12.6M +$1.66M +58,882 +15%
RWM
30
RKL Wealth Management
Pennsylvania
$12.4M +$1.04M +36,326 +9%
BFG
31
Bouchey Financial Group
New York
$12.3M -$1.55M -54,140 -11%
FIM
32
Frontier Investment Management
Texas
$12.2M +$977K +34,045 +9%
GAM
33
Gemmer Asset Management
California
$11.9M +$2.36M +82,069 +25%
HighTower Advisors
34
HighTower Advisors
Illinois
$11.8M +$4.09M +142,865 +53%
NSAM
35
North Star Asset Management
Wisconsin
$11.7M +$723K +25,191 +7%
WAM
36
Wealthspire Advisors (Maryland)
Maryland
$11.6M +$1.96M +68,140 +20%
CWM
37
Cabot Wealth Management
Massachusetts
$11.5M +$462K +16,088 +4%
RRC
38
Relaxing Retirement Coach
Massachusetts
$11.4M -$3.68M -128,200 -24%
BWM
39
BerganKDV Wealth Management
Minnesota
$11.4M +$474K +16,526 +4%
AI
40
Atria Investments
North Carolina
$11M +$5.7M +198,628 +107%
JFG
41
JMG Financial Group
Illinois
$11M -$230K -8,018 -2%
BWA
42
BlueSky Wealth Advisors
North Carolina
$10.7M +$1.19M +41,402 +12%
KBFS
43
Kohmann Bosshard Financial Services
Ohio
$9.97M +$714K +24,893 +8%
PAM
44
Premier Asset Management
Illinois
$9.89M -$218K -7,580 -2%
RRWA
45
Rainey & Randall Wealth Advisors
Florida
$9.41M +$363K +12,643 +4%
Creative Planning
46
Creative Planning
Kansas
$9.38M -$126K -4,383 -1%
CONA
47
Capital One National Association
New York
$9.34M -$397K -13,828 -4%
MML Investors Services
48
MML Investors Services
Massachusetts
$9.16M -$65.1K -2,268 -0.7%
UBS Group
49
UBS Group
Switzerland
$8.87M -$62.1K -2,165 -0.7%
ML
50
McAdam LLC
Pennsylvania
$8.35M +$5.2M +181,090 +165%
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