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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 %
SFA
101
Sequoia Financial Advisors
Ohio
$4.46M -$4.26M -163,931 -49%
IFS
102
Ifrah Financial Services
Arkansas
$4.38M +$88.2K +3,391 +2%
OIA
103
OneDigital Investment Advisors
Kansas
$4.35M +$46.2K +1,778 +1%
PA
104
Planning Alternatives
Michigan
$4.26M -$391K -15,038 -8%
BSB
105
Bangor Savings Bank
Maine
$4.25M +$205K +7,880 +5%
ACM
106
Armbruster Capital Management
New York
$4.21M +$4.45K +171 +0.1%
CMP
107
Courage Miller Partners
Virginia
$4.18M +$31.7K +1,218 +0.8%
JWA
108
JFS Wealth Advisors
Pennsylvania
$4.13M -$519K -19,949 -11%
Geode Capital Management
109
Geode Capital Management
Massachusetts
$4.09M -$3.7M – –
TYCC
110
Texas Yale Capital Corp
Florida
$3.99M +$2.04M +78,612 +105%
A
111
AdvicePeriod
California
$3.99M +$443K +17,028 +13%
GIA
112
GHP Investment Advisors
Colorado
$3.98M -$292K -11,235 -7%
SWM
113
SigFig Wealth Management
California
$3.91M -$2.68K -103 -0.1%
B
114
Bailard
California
$3.81M +$532K +20,442 +16%
LIM
115
Leavell Investment Management
Alabama
$3.78M +$318K +12,234 +9%
CFMC
116
Curbstone Financial Management Corp
New Hampshire
$3.61M -$42.9K -1,650 -1%
OFG
117
Omega Financial Group
California
$3.52M -$116K -4,466 -3%
HFS
118
Howard Financial Services
Texas
$3.42M +$128K +4,904 +4%
Stifel Financial
119
Stifel Financial
Missouri
$3.39M +$333K +12,797 +11%
AIM
120
AMI Investment Management
Indiana
$3.36M -$108K -4,139 -3%
PS
121
Portfolio Solutions
Michigan
$3.36M -$322K -12,394 -9%
GVAG
122
Great Valley Advisor Group
Delaware
$3.3M +$4.4K +169 +0.1%
HSA
123
HBK Sorce Advisory
Pennsylvania
$3.29M -$483K -18,563 -13%
BC
124
Barnett & Company
Tennessee
$3.25M -$316K -12,131 -9%
BL
125
BCWM LLC
Kansas
$3.23M +$165K +6,349 +5%
3 4
5
6 7