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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

432 hedge funds and large institutions have $2.39B invested in Schwab Emerging Markets Equity ETF in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 229 increasing their positions, 110 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+8
Holders Change %
+1.89%
% of All Funds
9.89%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.8%
New
45
Increased
229
Reduced
110
Closed
32
Calls
$581K
Puts
$219K
Net Calls
+$362K
Net Calls Change
+$600K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$148M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$13.9M
3
QAM
QCI Asset Management
New York
$17.1M
4
HIC
Hartline Investment Corp
Illinois
$8.38M
5
Betterment LLC
Betterment LLC
New York
$14.7M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
HGWM
Harvest Group Wealth Management
Massachusetts
$0
3
PFG
Piershale Financial Group
Illinois
$0
4
SFM
Signature Financial Management
Virginia
$20.5M
5
I
INVST
Indiana
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
126
Harbour Investment Management
Washington
$2.37M +$108K +4,209 +5%
A
127
AdvicePeriod
California
$2.35M +$2.07M +80,640 +745%
SHJ
128
Sharkey, Howes & Javer
Colorado
$2.3M -$2.14M -83,352 -48%
WDL
129
Well Done LLC
Michigan
$2.28M +$692K +26,931 +44%
HSA
130
HBK Sorce Advisory
Pennsylvania
$2.24M +$39K +1,518 +2%
3C
131
361 Capital
Colorado
$2.22M +$68.4K +2,659 +3%
FC
132
Financial Consulate
Maryland
$2.21M -$2.63M -102,391 -54%
FHB
133
First Hawaiian Bank
Hawaii
$2.2M +$2.2M +85,445 New
VDFA
134
Vickerman & Driscoll Financial Advisors
Washington
$2.2M +$11.1K +431 +0.5%
CWM
135
Confluence Wealth Management
Oregon
$2.19M +$754K +29,339 +53%
BCM
136
Boltwood Capital Management
California
$2.18M +$420K +16,353 +24%
MA
137
MCF Advisors
Kentucky
$2.11M +$1.86M +72,235 +737%
BC
138
Burleson & Co
California
$2.09M -$215K -8,778 -9%
Cetera Investment Advisers
139
Cetera Investment Advisers
Illinois
$2.05M +$1.31M +51,046 +174%
FA
140
Fagan Associates
New York
$2M +$112K +4,356 +6%
SWM
141
Stockman Wealth Management
Montana
$1.97M +$163K +6,324 +9%
AWM
142
AllSquare Wealth Management
New York
$1.97M +$78.2K +3,040 +4%
HCIA
143
Hochman Cole Investment Advisors
Illinois
$1.94M – – –
MWM
144
Mission Wealth Management
California
$1.85M +$484K +18,824 +35%
AL
145
Aspiriant LLC
California
$1.82M -$464K -18,005 -20%
OAJ
146
Ogorek Anthony Joseph
New York
$1.77M -$206K -8,015 -10%
I
147
INVST
Indiana
$1.72M -$11.5M -445,097 -87%
TFS
148
TrustCore Financial Services
Tennessee
$1.7M -$725K -28,193 -30%
SA
149
Sunesis Advisors
Kansas
$1.69M – – –
Envestnet Asset Management
150
Envestnet Asset Management
Illinois
$1.69M +$1.69M +65,539 New
4 5
6
7 8