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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

424 hedge funds and large institutions have $2.38B invested in Schwab Emerging Markets Equity ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 242 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
–
Holders Change %
0%
% of All Funds
9.72%
Holding in Top 10
42
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-17.65%
% of All Funds
0.96%
New
39
Increased
242
Reduced
91
Closed
38
Calls
–
Puts
$238K
Net Calls
-$238K
Net Calls Change
+$57K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$820M
2
SFM
Signature Financial Management
Virginia
$33.5M
3
Financial Engines Advisors
Financial Engines Advisors
California
$125M
4
FTUS
Flow Traders U.S.
New York
$37.4M
5
MG
Mather Group
Illinois
$59M

Top Sellers

1
AA
Apriem Advisors
California
$577K
2
Citadel Advisors
Citadel Advisors
Florida
$7.06M
3
LPL Financial
LPL Financial
California
$3.5M
4
TF
Tompkins Financial
New York
$534K
5
HHGC
Hunting Hill Global Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
126
Grimes & Company
Massachusetts
$2.38M -$1.23M -47,657 -34%
WAM
127
Watermark Asset Management
California
$2.34M -$51K -1,968 -2%
AWM
128
Avior Wealth Management
Nebraska
$2.33M +$212K +8,197 +10%
FPCP
129
Fort Point Capital Partners
California
$2.3M +$35.3K +1,364 +2%
AL
130
Aspiriant LLC
California
$2.29M -$33.1K -1,280 -1%
HIM
131
Harbour Investment Management
Washington
$2.28M +$2.15M +83,217 +1,705%
BAM
132
Berkshire Asset Management
Pennsylvania
$2.24M +$5.54K +214 +0.2%
HSA
133
HBK Sorce Advisory
Pennsylvania
$2.21M -$1.87M -72,202 -46%
VDFA
134
Vickerman & Driscoll Financial Advisors
Washington
$2.2M -$47.4K -1,830 -2%
3C
135
361 Capital
Colorado
$2.17M +$2.17M +83,672 New
AF
136
Advisornet Financial
Minnesota
$2.1M +$337K +13,011 +19%
FI
137
FormulaFolio Investments
Michigan
$2.1M +$298K +11,522 +17%
OAJ
138
Ogorek Anthony Joseph
New York
$1.99M +$178K +6,889 +10%
HCIA
139
Hochman Cole Investment Advisors
Illinois
$1.95M +$2.56K +99 +0.1%
Royal Bank of Canada
140
Royal Bank of Canada
Ontario, Canada
$1.91M +$1.37M +52,872 +252%
FA
141
Fagan Associates
New York
$1.9M +$314K +12,117 +20%
AWM
142
AllSquare Wealth Management
New York
$1.9M +$49.1K +1,898 +3%
SWM
143
Stockman Wealth Management
Montana
$1.82M +$253K +9,780 +16%
LFAS
144
Level Four Advisory Services
Texas
$1.81M +$383K +14,775 +27%
BCM
145
Boltwood Capital Management
California
$1.77M +$222K +8,567 +14%
SA
146
Sunesis Advisors
Kansas
$1.7M +$1.7M +65,690 New
PSUF
147
People's United Financial
Connecticut
$1.65M -$601K -23,228 -27%
MAS
148
Managed Account Services
Florida
$1.63M -$37K -1,430 -2%
NIC
149
Northwest Investment Counselors
Oregon
$1.62M +$34.9K +1,350 +2%
FA
150
Fortis Advisors
Pennsylvania
$1.6M -$5.13K -198 -0.3%
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