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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

494 hedge funds and large institutions have $2.58B invested in Schwab Emerging Markets Equity ETF in 2018 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 216 increasing their positions, 138 reducing their positions, and 41 closing their positions.

Holders
494
Holders Change
+62
Holders Change %
+14.35%
% of All Funds
11.02%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.94%
New
108
Increased
216
Reduced
138
Closed
41
Calls
$788K
Puts
–
Net Calls
+$788K
Net Calls Change
+$426K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$93.6M
2
HC
2
Hamilton Capital
Ohio
$135M
3
TIM
3
Total Investment Management
Arizona
$23.4M
4
VV
4
Valentine Ventures
Oregon
$19.2M
5
Bank of America
5
Bank of America
North Carolina
$27.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$735M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$125M
3
PEA
3
Pacific Edge Advisors
California
$2.97M
4
ML
4
McAdam LLC
Pennsylvania
$1.17M
5
HIC
5
Hartline Investment Corp
Illinois
$1.41M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$13.7M 581,448 +95,427 +20%
KF
27
Krilogy Financial
Missouri
$13.4M 567,808 -181,342 -24%
NSAM
28
North Star Asset Management
Wisconsin
$13.1M 556,831 +83,682 +18%
Betterment LLC
29
Betterment LLC
New York
$13M 553,134 -20,425 -4%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$12.9M 547,915 +6,840 +1%
AIP
31
Almanack Investment Partners
Pennsylvania
$12.9M 546,174 +338,545 +163%
BWL
32
Bogart Wealth LLC
Virginia
$12.7M 539,252 +539,198 +998,515%
FIM
33
Frontier Investment Management
Texas
$12.4M 528,397 +46,240 +10%
Wells Fargo
34
Wells Fargo
California
$12M 509,880 +163,069 +47%
UBS Group
35
UBS Group
Switzerland
$11.5M 488,392 +167,644 +52%
KFA
36
Kays Financial Advisory
Georgia
$11.4M 483,873 -102,881 -18%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$11.1M 471,916 +20,444 +5%
RWM
38
RKL Wealth Management
Pennsylvania
$10.6M 451,403 -20,507 -4%
CWM
39
Cabot Wealth Management
Massachusetts
$9.6M 408,140 -32,022 -7%
KFC
40
Klingenstein Fields & Co
New York
$9.59M 407,517 +70,912 +21%
IAA
41
Ironsides Asset Advisors
North Carolina
$9.5M 403,850 +403,850 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$9.12M 387,396 +321,857 +491%
BWA
43
BlueSky Wealth Advisors
North Carolina
$8.8M 354,369 -38,590 -10%
RRWA
44
Rainey & Randall Wealth Advisors
Florida
$8.64M 367,084 +6,131 +2%
KBFS
45
Kohmann Bosshard Financial Services
Ohio
$8.61M 366,105 -35,440 -9%
HFP
46
Holistic Financial Partners
Indiana
$8.57M 364,178 +46,128 +15%
BCMO
47
Buckingham Capital Management (Ohio)
Ohio
$8.42M 358,027 -6,713 -2%
RRC
48
Relaxing Retirement Coach
Massachusetts
$8.11M 344,772 +12,468 +4%
SFA
49
Sequoia Financial Advisors
Ohio
$7.89M 335,354 +51,504 +18%
HighTower Advisors
50
HighTower Advisors
Illinois
$7.89M 336,106 -125,868 -27%
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