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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 %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$15.8M +$3.13M +119,311 +25%
KFC
27
Klingenstein Fields & Co
New York
$14.8M +$1.83M +69,787 +14%
JFG
28
JMG Financial Group
Illinois
$14.6M -$316K -12,050 -2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$14.4M -$424K -16,172 -3%
AIP
30
Almanack Investment Partners
Pennsylvania
$14.2M -$381K -14,428 -3%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$14.1M +$12.4M +474,275 +757%
Betterment LLC
32
Betterment LLC
New York
$13.8M -$761K -29,006 -5%
Wells Fargo
33
Wells Fargo
California
$13.7M -$1.22M -46,425 -8%
Morgan Stanley
34
Morgan Stanley
New York
$13.7M -$937K -35,711 -6%
UBS Group
35
UBS Group
Switzerland
$13.3M +$603K +22,997 +5%
PCIA
36
Prime Capital Investment Advisors
Kansas
$12.3M +$4.16M +158,721 +51%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$12.3M +$239K +9,120 +2%
RWM
38
RKL Wealth Management
Pennsylvania
$11.9M +$239K +9,109 +2%
RRWA
39
Rainey & Randall Wealth Advisors
Florida
$11.7M +$1.84M +70,140 +19%
BFG
40
Bouchey Financial Group
New York
$11.2M +$3.07M +117,064 +38%
KBFS
41
Kohmann Bosshard Financial Services
Ohio
$11.2M +$1.23M +46,950 +12%
HFP
42
Holistic Financial Partners
Indiana
$11.2M +$541K +20,612 +5%
CWM
43
Cabot Wealth Management
Massachusetts
$10.9M -$60.1K -2,290 -0.5%
BlackRock
44
BlackRock
New York
$10.9M -$1.32M -50,421 -11%
GSIS
45
Global Strategic Investment Solutions
Arizona
$10.9M +$61.2K +2,334 +0.6%
IAA
46
Ironsides Asset Advisors
North Carolina
$10.7M -$677K -25,800 -6%
IWMA
47
Ironwood Wealth Management (Arizona)
Arizona
$10.2M +$2.26M +86,317 +28%
CCA
48
Clearwater Capital Advisors
Illinois
$10.1M +$2.08M +79,412 +26%
BWA
49
BlueSky Wealth Advisors
North Carolina
$9.87M +$172K +6,573 +2%
Ameriprise
50
Ameriprise
Minnesota
$9.57M +$1.11M +42,134 +13%
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