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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

395 hedge funds and large institutions have $2.13B invested in Schwab Emerging Markets Equity ETF in 2017 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 211 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+62
Holders Change %
+18.62%
% of All Funds
8.97%
Holding in Top 10
43
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+30.3%
% of All Funds
0.98%
New
86
Increased
211
Reduced
62
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$768M
2
Jane Street
2
Jane Street
New York
$17.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$12.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$101M
5
VCM
5
Versant Capital Management
Arizona
$6.93M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$4.9M
2
ACM
2
Alpha Capital Management
Texas
$0
3
PFG
3
Piershale Financial Group
Illinois
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
HHGC
5
Hunting Hill Global Capital
New York
$7.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
AllSquare Wealth Management
New York
$1.92M +$103K +3,673 +6%
Betterment LLC
127
Betterment LLC
New York
$1.9M +$58.7K +2,100 +3%
MAS
128
Managed Account Services
Florida
$1.85M +$1.93K +69 +0.1%
FA
129
Fortis Advisors
Pennsylvania
$1.8M +$27.8K +996 +2%
LFA
130
Landmark Financial Advisors
Kentucky
$1.75M -$298K -10,651 -15%
OIWM
131
OptiFour Integrated Wealth Management
Virginia
$1.74M +$1.74M +62,424 New
BFPW
132
BOK Financial Private Wealth
Colorado
$1.73M -$24.3K -870 -1%
FLPIM
133
F.L. Putnam Investment Management
Massachusetts
$1.71M +$240K +8,587 +16%
BWP
134
BSW Wealth Partners
Colorado
$1.7M +$39.6K +1,419 +2%
AA
135
Alesco Advisors
New York
$1.68M -$9.14K -327 -0.5%
FI
136
FormulaFolio Investments
Michigan
$1.64M +$358K +12,802 +28%
RIM
137
Regent Investment Management
Kentucky
$1.63M +$247K +8,850 +18%
BCM
138
Boltwood Capital Management
California
$1.62M +$77.4K +2,770 +5%
NIC
139
Northwest Investment Counselors
Oregon
$1.6M +$78.2K +2,800 +5%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$1.6M +$6.01K +215 +0.4%
TFS
141
TrustCore Financial Services
Tennessee
$1.6M +$1.6M +57,072 New
PS
142
Portfolio Solutions
Michigan
$1.55M +$23.1K +827 +2%
HCIA
143
Hochman Cole Investment Advisors
Illinois
$1.49M +$58.1K +2,078 +4%
CWM
144
Confluence Wealth Management
Oregon
$1.46M +$214K +7,658 +17%
TYCC
145
Texas Yale Capital Corp
Florida
$1.45M +$68.7K +2,459 +5%
CCA
146
Clearwater Capital Advisors
Illinois
$1.45M +$143K +5,133 +11%
CFMC
147
Curbstone Financial Management Corp
New Hampshire
$1.43M +$791K +28,310 +125%
SWM
148
Stockman Wealth Management
Montana
$1.4M +$239K +8,559 +21%
Citigroup
149
Citigroup
New York
$1.4M – – –
SA
150
Strategic Advisors
New York
$1.4M +$1.17M +41,768 +513%
4 5
6
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