Schwab Emerging Markets Equity ETF
SCHE
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.
163% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 41
57% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 138
20% more funds holding in top 10
Funds holding in top 10: 35 → 42 (+7)
14% more funds holding
Funds holding: 432 → 494 (+62)
8% more capital invested
Capital invested by funds: $2.39B → $2.58B (+$192M)
4.51% more ownership
Funds ownership: 49.19% → 53.7% (+4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$86.5M |
| 2 |
HC
Hamilton Capital
Columbus,
Ohio
|
+$30.6M |
| 3 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$22.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$18.4M |
| 5 |
PP
Pension Partners
New York
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$14.1M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$9.97M |
| 3 |
PEA
Pacific Edge Advisors
Corona Del Mar,
California
|
-$8.63M |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$7.95M |
| 5 |
HIC
Hartline Investment Corp
Winnetka,
Illinois
|
-$6.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
526
Parallax Volatility Advisers
San Francisco,
California
| – | -$19.9K | -821 | -100% |
|
|
VCM
527
Vigilant Capital Management
Portland,
Maine
| – | -$19K | -753 | Closed |
|
|
MWM
528
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$10K | -400 | Closed |
|
|
TVWM
529
Tower View Wealth Management
Shorewood,
Wisconsin
| – | -$5K | -212 | Closed |
|
|
WC
530
Whitney & Co
Rochester,
New York
| – | -$5K | -204 | Closed |
|
|
FC
531
Ferris Capital
Marlborough,
Massachusetts
| – | -$5K | -177 | Closed |
|
|
ECM
532
Exchange Capital Management
Ann Arbor,
Michigan
| – | -$4K | -137 | Closed |
|
|
EWM
533
Elmwood Wealth Management
Berkeley,
California
| – | -$2.57K | -100 | Closed |
|
|
EI
534
Ellevest Inc
New York
| – | +$145 | +6 | New |
|
|
UFF
535
USA Financial Formulas
Ada,
Michigan
| – | +$242 | +10 | New |
|
SCHE Hedge Fund Activity: Q4 2018 in Review
494 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2018, worth a combined $2.58B — up 8% from $2.39B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new SCHE positions and 41 closed out — a net gain of 67 holders — while 216 added to existing stakes and 138 trimmed.
The largest buyer was Creative Planning, adding an estimated $86.5M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $14.1M.
- 494 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2018, up from 432 in Q3 2018.
- Funds reported $2.58B of Schwab Emerging Markets Equity ETF stock for Q4 2018, up 8% quarter-over-quarter.
- 108 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2018 and 41 closed out, a net change of +67 holders.
- The largest Schwab Emerging Markets Equity ETF buyer in Q4 2018 was Creative Planning, an estimated $86.5M added.
- The largest Schwab Emerging Markets Equity ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $14.1M sold.
Based on aggregated 13F filings for Q4 2018.