SCHE icon

Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

424 hedge funds and large institutions have $2.5B invested in Schwab Emerging Markets Equity ETF in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 223 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+29
Holders Change %
+7.34%
% of All Funds
9.73%
Holding in Top 10
51
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+18.6%
% of All Funds
1.17%
New
56
Increased
223
Reduced
109
Closed
26
Calls
$29K
Puts
$324K
Net Calls
-$295K
Net Calls Change
-$295K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$861M
2
UCFA
2
United Capital Financial Advisors
Texas
$30.7M
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$24.2M
4
FTUS
4
Flow Traders U.S.
New York
$21.2M
5
ACM
5
Alpha Capital Management
Texas
$14.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
DWM
2
Destination Wealth Management
California
$3K
3
RRC
3
Relaxing Retirement Coach
Massachusetts
$11.4M
4
HIM
4
Harbour Investment Management
Washington
$258K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
101
Betterment LLC
New York
$3.77M +$1.89M +67,805 +100%
NCM
102
Northwest Capital Management
Oregon
$3.6M +$311K +10,853 +9%
EK
103
Evensky & Katz
Florida
$3.54M +$90.5K +3,153 +3%
CFMC
104
Curbstone Financial Management Corp
New Hampshire
$3.28M +$1.81M +63,090 +124%
B
105
Bailard
California
$3.23M +$59.2K +2,063 +2%
LPIC
106
LeJeune Puetz Investment Counsel
Michigan
$3.22M +$103K +3,585 +3%
QAM
107
QCI Asset Management
New York
$3.18M +$659K +22,965 +26%
HI
108
Hudock Inc
Pennsylvania
$3.17M +$2.66M +92,863 +525%
Ameriprise
109
Ameriprise
Minnesota
$3.09M +$243K +8,487 +9%
CMP
110
Courage Miller Partners
Virginia
$3.08M -$112K -3,919 -4%
RW
111
Rand Wealth
Maryland
$2.94M -$22.2K -775 -0.8%
OCM
112
One Capital Management
California
$2.91M +$73.9K +2,574 +3%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$2.91M +$123K +4,276 +4%
DP
114
Denver PWM
Colorado
$2.89M +$121K +4,287 +4%
Citigroup
115
Citigroup
New York
$2.87M +$1.44M +50,000 +100%
RC
116
Roundview Capital
New Jersey
$2.87M +$409K +14,253 +17%
BSB
117
Bangor Savings Bank
Maine
$2.83M +$313K +10,912 +12%
BC
118
Barnett & Company
Tennessee
$2.8M +$194K +6,769 +7%
IA
119
IFP Advisors
Florida
$2.78M – – –
MAM
120
Marquette Asset Management
Minnesota
$2.76M +$134K +4,677 +5%
FANJ
121
Financial Architects (New Jersey)
New Jersey
$2.76M +$284K +9,901 +11%
AIM
122
AMI Investment Management
Indiana
$2.74M +$249K +8,670 +10%
BL
123
BCWM LLC
Kansas
$2.65M +$2.65M +92,380 New
WAM
124
Watermark Asset Management
California
$2.65M +$22.8K +793 +0.9%
PMG
125
ProVise Management Group
Florida
$2.64M -$348K -12,135 -12%
3 4
5
6 7