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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 %
NSAM
26
North Star Asset Management
Wisconsin
$15.5M +$1.05M +40,183 +7%
KF
27
Krilogy Financial
Missouri
$14.9M +$92.5K +3,555 +0.6%
AA
28
Apriem Advisors
California
$14.8M +$14.6M +560,863 +6,018%
JFG
29
JMG Financial Group
Illinois
$14.8M -$580K -22,303 -4%
Wells Fargo
30
Wells Fargo
California
$14.8M +$1.5M +57,851 +11%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$14.7M +$467K +17,940 +3%
Morgan Stanley
32
Morgan Stanley
New York
$14.5M -$640K -24,608 -4%
Betterment LLC
33
Betterment LLC
New York
$14.4M +$650 +25 +0%
AIP
34
Almanack Investment Partners
Pennsylvania
$14.4M +$147K +5,638 +1%
KFC
35
Klingenstein Fields & Co
New York
$12.9M +$2.28M +87,559 +21%
UBS Group
36
UBS Group
Switzerland
$12.6M -$145K -5,582 -1%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$12.5M +$229K +8,792 +2%
BlackRock
38
BlackRock
New York
$12.1M -$12.8M -490,467 -51%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$11.9M +$1.83M +70,416 +18%
RWM
40
RKL Wealth Management
Pennsylvania
$11.6M -$147K -5,642 -1%
HighTower Advisors
41
HighTower Advisors
Illinois
$11.4M +$2.66M +102,350 +30%
IAA
42
Ironsides Asset Advisors
North Carolina
$11.3M +$763K +29,350 +7%
CWM
43
Cabot Wealth Management
Massachusetts
$10.9M +$290K +11,159 +3%
GSIS
44
Global Strategic Investment Solutions
Arizona
$10.7M +$3.13M +120,284 +41%
HFP
45
Holistic Financial Partners
Indiana
$10.5M +$1.04M +40,174 +11%
BWA
46
BlueSky Wealth Advisors
North Carolina
$9.91M +$411K +15,330 +4%
KBFS
47
Kohmann Bosshard Financial Services
Ohio
$9.87M +$348K +13,372 +4%
RRWA
48
Rainey & Randall Wealth Advisors
Florida
$9.78M +$229K +8,806 +2%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$9.54M +$1.36M +52,135 +17%
BCMO
50
Buckingham Capital Management (Ohio)
Ohio
$9.05M -$264K -10,144 -3%
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