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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
Financial Engines Advisors
California
$435M
2
CSIA
Charles Schwab Investment Advisory
California
$854M
3
Brown Advisory
Brown Advisory
Maryland
$33.6M
4
Goldman Sachs
Goldman Sachs
New York
$24.8M
5
TIM
Total Investment Management
Arizona
$44.4M

Top Sellers

1
HC
Hamilton Capital
Ohio
$60.1M
2
Rafferty Asset Management
Rafferty Asset Management
New York
$3.18M
3
BWM
BerganKDV Wealth Management
Minnesota
$2.1M
4
BlackRock
BlackRock
New York
$12.1M
5
WCM
Weatherstone Capital Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
501
Lowe Wealth Advisors
Maryland
$9K – – –
FHA
502
Flagship Harbor Advisors
Massachusetts
$9K – – –
PFGIA
503
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
MWC
504
MKD Wealth Coaches
Michigan
$8K – – –
HCM
505
Horrell Capital Management
Arkansas
$7K – – –
SIM
506
Sonora Investment Management
Arizona
$6K -$1.08K -38 -15%
VCM
507
Vigilant Capital Management
Maine
$6K +$6K +220 New
ME
508
McIlrath & Eck
Washington
$5K – – –
MIM
509
Macroview Investment Management
Maryland
$5K +$27 +1 +0.5%
EWM
510
Edge Wealth Management
New York
$5K +$377 +15 +8%
CFD
511
Creative Financial Designs
Indiana
$4K -$2.18K -84 -35%
SF
512
Synovus Financial
Georgia
$4K – – –
DWA
513
Dougherty Wealth Advisers
Minnesota
$4K – – –
SWP
514
Strategic Wealth Partners
Ohio
$4K +$4K +144 New
PGAM
515
Princeton Global Asset Management
New Jersey
$4K +$4K +179 New
LFG
516
LifePlan Financial Group
Ohio
$3K +$27 +1 +0.9%
BMM
517
Buffington Mohr McNeal
Idaho
$3K +$3K +120 New
LDFR
518
Lehman & Derafelo Financial Resources
Pennsylvania
$2K – – –
CAGAS
519
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
WCM
520
Whitener Capital Management
North Carolina
$2K +$427 +19 +27%
WT
521
Whittier Trust
California
$1K -$113K -5,868 -99%
RCA
522
Rowland Carmichael Advisors
Arizona
$1K -$4.9K -250 -83%
PG
523
Proffitt & Goodson
Tennessee
$1K – – –
FMP
524
Financial Management Professionals
Texas
$1K – – –
AWM
525
Arbor Wealth Management
Florida
$1K – – –
19 20
21
22 23