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

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
DWM
Destination Wealth Management
California
$3K
3
RRC
Relaxing Retirement Coach
Massachusetts
$11.4M
4
HIM
Harbour Investment Management
Washington
$258K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$6.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
126
Zacks Investment Management
Illinois
$2.63M +$229K +7,983 +10%
BC
127
Burleson & Co
California
$2.63M +$203K +7,077 +8%
AL
128
Aspiriant LLC
California
$2.58M +$2.27M +79,207 +744%
FPCP
129
Fort Point Capital Partners
California
$2.51M -$50.9K -1,775 -2%
FLPIM
130
F.L. Putnam Investment Management
Massachusetts
$2.51M +$756K +26,335 +43%
PSUF
131
People's United Financial
Connecticut
$2.5M +$20.5K +713 +0.8%
VDFA
132
Vickerman & Driscoll Financial Advisors
Washington
$2.49M +$23.1K +804 +0.9%
BAM
133
Berkshire Asset Management
Pennsylvania
$2.48M +$20.3K +707 +0.8%
EWM
134
Empirical Wealth Management
Washington
$2.48M -$14.1K -490 -0.6%
TFS
135
TrustCore Financial Services
Tennessee
$2.45M +$811K +28,267 +50%
Luther King Capital Management (LKCM)
136
Luther King Capital Management (LKCM)
Texas
$2.41M +$32.5K +1,131 +1%
AWM
137
Avior Wealth Management
Nebraska
$2.34M -$95.5K -3,326 -4%
SA
138
Strategic Advisors
New York
$2.34M +$908K +31,640 +63%
ACM
139
Avalon Capital Management
California
$2.17M +$2.17M +75,754 New
HCIA
140
Hochman Cole Investment Advisors
Illinois
$2.16M +$627K +21,847 +41%
AWM
141
AllSquare Wealth Management
New York
$2.05M +$77.7K +2,708 +4%
VNA
142
Valley National Advisers
Pennsylvania
$2.02M +$771K +26,870 +62%
OAJ
143
Ogorek Anthony Joseph
New York
$2.01M +$1.98M +69,070 +7,787%
FI
144
FormulaFolio Investments
Michigan
$1.99M +$314K +10,948 +19%
AF
145
Advisornet Financial
Minnesota
$1.96M +$629K +21,903 +47%
MAS
146
Managed Account Services
Florida
$1.84M -$54.6K -1,903 -3%
CWM
147
Chesapeake Wealth Management
Virginia
$1.84M +$1.84M +64,072 New
CWM
148
Confluence Wealth Management
Oregon
$1.84M +$335K +11,667 +22%
OIWM
149
OptiFour Integrated Wealth Management
Virginia
$1.78M -$9.3K -324 -0.5%
FA
150
Fortis Advisors
Pennsylvania
$1.78M -$65.2K -2,272 -4%
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