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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

550 hedge funds and large institutions have $3.29B invested in Schwab Emerging Markets Equity ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 256 increasing their positions, 177 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+12
Holders Change %
+2.23%
% of All Funds
11.96%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.85%
New
46
Increased
256
Reduced
177
Closed
31
Calls
–
Puts
$404K
Net Calls
-$404K
Net Calls Change
-$523K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$71.8M
2
Creative Planning
2
Creative Planning
Kansas
$143M
3
Jane Street
3
Jane Street
New York
$28.4M
4
CSIA
4
Charles Schwab Investment Advisory
California
$887M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$14.1M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$375K
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
BWL
3
Bogart Wealth LLC
Virginia
$1.37M
4
JPLA
4
Joseph P. Lucia & Associates
New York
$798K
5
AA
5
Apriem Advisors
California
$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
101
JFS Wealth Advisors
Pennsylvania
$4.16M -$4.86K -185 -0.1%
Geode Capital Management
102
Geode Capital Management
Massachusetts
$4.12M -$4.09M – –
MF
103
Manchester Financial
California
$4.08M -$1.6M -60,850 -28%
B
104
Bailard
California
$4.06M +$216K +8,216 +6%
LIM
105
Leavell Investment Management
Alabama
$4.05M +$217K +8,227 +6%
OFG
106
Omega Financial Group
California
$3.88M +$330K +12,572 +9%
EK
107
Evensky & Katz
Florida
$3.86M -$890K -33,939 -19%
WP
108
WealthSource Partners
California
$3.82M -$1.71M -65,113 -31%
EWM
109
Empirical Wealth Management
Washington
$3.71M +$806K +30,733 +28%
SBL
110
Sargent Bickham Lagudis
Colorado
$3.66M -$2.03M -77,292 -36%
GIA
111
Gladstone Institutional Advisory
Florida
$3.58M +$385K +14,670 +12%
CWM
112
Confluence Wealth Management
Oregon
$3.55M +$302K +11,504 +9%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$3.46M +$743K +28,300 +27%
CCA
114
Cobblestone Capital Advisors
New York
$3.46M +$873K +33,286 +34%
BL
115
BCWM LLC
Kansas
$3.42M +$157K +5,968 +5%
HFS
116
Howard Financial Services
Texas
$3.38M -$66.5K -2,535 -2%
AIM
117
AMI Investment Management
Indiana
$3.37M -$22.3K -848 -0.7%
PS
118
Portfolio Solutions
Michigan
$3.36M -$30.1K -1,148 -0.9%
LPL Financial
119
LPL Financial
California
$3.35M +$239K +9,102 +8%
EFS
120
Econ Financial Services
Pennsylvania
$3.32M +$681K +25,961 +26%
SWA
121
Stratos Wealth Advisors
Ohio
$3.32M +$2.96M +112,610 +812%
GVAG
122
Great Valley Advisor Group
Delaware
$3.3M -$27.7K -1,056 -0.8%
KCPG
123
Kavar Capital Partners Group
Kansas
$3.29M +$208K +7,921 +7%
CFMC
124
Curbstone Financial Management Corp
New Hampshire
$3.25M -$386K -14,700 -11%
Rafferty Asset Management
125
Rafferty Asset Management
New York
$3.24M +$37.3K +1,420 +1%
3 4
5
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