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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
4
Bank of America
North Carolina
$27.2M
5
PP
5
Pension Partners
New York
$17.1M

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 Holding Trade Value Shares
Change 		Shares
Change %
ME
476
McIlrath & Eck
Washington
$4K – – –
SF
477
Synovus Financial
Georgia
$4K – – –
MIM
478
Macroview Investment Management
Maryland
$4K +$87 +4 +2%
DWA
479
Dougherty Wealth Advisers
Minnesota
$4K +$4K +170 New
LFG
480
LifePlan Financial Group
Ohio
$3K +$218 +8 +8%
CAGAS
481
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
LDFR
482
Lehman & Derafelo Financial Resources
Pennsylvania
$2K +$2K +90 New
WA
483
WBH Advisory
Maryland
$1.35K +$232 +9,869 +21%
PG
484
Proffitt & Goodson
Tennessee
$1K – – –
FMP
485
Financial Management Professionals
Texas
$1K – – –
WAP
486
Wealthcare Advisory Partners
Pennsylvania
$1K +$123 +7 +14%
WCM
487
Whitener Capital Management
North Carolina
$1K +$100 +7 +11%
KCM
488
Karp Capital Management
California
$1K +$1K +25 New
AWM
489
Arbor Wealth Management
Florida
$1K +$1K +53 New
APA
490
American Portfolios Advisors
New York
$824 -$26.5K -1,126 -97%
GEA
491
Glen Eagle Advisors
New Jersey
$424 – – –
NDSI
492
Newman Dignan & Sheerar Inc
Rhode Island
$415 +$78 +3,323 +23%
RJFSA
493
Raymond James Financial Services Advisors
Florida
– -$6.15M -239,123 Closed
RP
494
Rice Partnership
Hawaii
– -$5.44M -211,627 Closed
OAJ
495
Ogorek Anthony Joseph
New York
– -$1.77M -68,831 Closed
TFS
496
TrustCore Financial Services
Tennessee
– -$1.7M -66,273 Closed
SA
497
Sunesis Advisors
Kansas
– -$1.69M -65,690 Closed
GFPC
498
Global Financial Private Capital
Florida
– -$1.1M -42,582 Closed
SWP
499
Stratos Wealth Partners
Ohio
– -$633K -24,625 Closed
RCAG
500
Rehmann Capital Advisory Group
Michigan
– -$615K -23,939 Closed
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