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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 %
SFSIG
476
San Francisco Sentry Investment Group
California
$49K – – –
AA
477
AlphaMark Advisors
Kentucky
$46K -$208 -8 -0.5%
JFA
478
JNBA Financial Advisors
Minnesota
$44K – – –
FCA
479
FinTrust Capital Advisors
South Carolina
$42K – – –
MA
480
MUFG Americas
New York
$41K -$5.45K -208 -12%
FGAM
481
Financial Gravity Asset Management
Texas
$39K +$39K +1,479 New
BBNA
482
Bremer Bank National Association
Minnesota
$34K +$34K +1,280 New
WTB
483
Washington Trust Bank
Washington
$34K +$34K +1,303 New
PFBT
484
Parkside Financial Bank & Trust
Missouri
$26K – – –
CDIA
485
Capital Directions Investment Advisors
Georgia
$24K – – –
JPLA
486
Joseph P. Lucia & Associates
New York
$23.1K +$23.1K +620,751 New
TCM
487
Tradewinds Capital Management
Washington
$21K -$40.5K -1,533 -66%
IF
488
Ironwood Financial
Arizona
$20K – – –
William Blair & Company
489
William Blair & Company
Illinois
$19K -$16K -628 -46%
LB
490
Legacy Bridge
Iowa
$19K – – –
WC
491
Whitnell & Co
Illinois
$19K +$400 +15 +2%
PMFA
492
Plante Moran Financial Advisors
Michigan
$19K +$11.7K +461 +160%
SIS
493
Sound Income Strategies
Florida
$18K – – –
WPW
494
Winthrop Partners - WNY
New York
$14.5K – – –
CA
495
Cetera Advisors
Colorado
$14K +$14K +515 New
SEI Investments
496
SEI Investments
Pennsylvania
$14K +$14K +533 New
CFGS
497
Concourse Financial Group Securities
Alabama
$13K -$24K -934 -65%
APA
498
American Portfolios Advisors
New York
$12.4K +$11.5K +442 +1,263%
ClearBridge Investments
499
ClearBridge Investments
New York
$12K – – –
SIAP
500
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K +$11K +442 New
18 19
20
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