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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

494 hedge funds and large institutions have $2.58B invested in Schwab Emerging Markets Equity ETF in 2018 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 216 increasing their positions, 138 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
+62
Holders Change %
+14.35%
% of All Funds
11.02%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.94%
New
108
Increased
216
Reduced
138
Closed
41
Calls
$788K
Puts
–
Net Calls
+$788K
Net Calls Change
+$426K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$93.6M
2
HC
2
Hamilton Capital
Ohio
$135M
3
TIM
3
Total Investment Management
Arizona
$23.4M
4
Bank of America
4
Bank of America
North Carolina
$27.2M
5
PP
5
Pension Partners
New York
$17.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$735M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$125M
3
PEA
3
Pacific Edge Advisors
California
$2.97M
4
ML
4
McAdam LLC
Pennsylvania
$1.17M
5
HIC
5
Hartline Investment Corp
Illinois
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
PEA
126
Pacific Edge Advisors
California
$2.97M -$8.39M -356,330 -74%
B
127
Bailard
California
$2.97M +$173K +7,368 +6%
IA
128
IFP Advisors
Florida
$2.9M -$766K -32,455 -21%
LFAS
129
Level Four Advisory Services
Texas
$2.85M +$559K +23,764 +24%
DP
130
Denver PWM
Colorado
$2.84M +$115K +4,549 +4%
LPIC
131
LeJeune Puetz Investment Counsel
Michigan
$2.77M +$191K +8,132 +7%
Stifel Financial
132
Stifel Financial
Missouri
$2.77M +$2.77M +117,532 New
RC
133
Roundview Capital
New Jersey
$2.76M +$284K +12,062 +11%
TF
134
TimeScale Financial
Massachusetts
$2.65M +$2.65M +112,473 New
EWM
135
Empirical Wealth Management
Washington
$2.62M -$600K -25,520 -19%
KCPG
136
Kavar Capital Partners Group
Kansas
$2.52M +$2.52M +107,269 New
SDWMA
137
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.51M +$1.96M +83,196 +357%
FI
138
FormulaFolio Investments
Michigan
$2.5M – – –
BAM
139
Berkshire Asset Management
Pennsylvania
$2.49M +$270K +11,467 +12%
EFS
140
Econ Financial Services
Pennsylvania
$2.41M +$2.41M +102,334 New
HIM
141
Harbour Investment Management
Washington
$2.4M +$232K +9,846 +11%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$2.39M +$1.35M +57,382 +130%
HI
143
Hudock Inc
Pennsylvania
$2.38M +$175K +7,437 +8%
AWM
144
Avior Wealth Management
Nebraska
$2.37M +$84.9K +3,607 +4%
Citigroup
145
Citigroup
New York
$2.36M +$847 +36 +0%
WPA
146
West Paces Advisors
Georgia
$2.35M +$2.07M +87,841 +728%
MAM
147
Marquette Asset Management
Minnesota
$2.31M -$16.5K -700 -0.7%
WAM
148
Watermark Asset Management
California
$2.29M +$38.8K +1,647 +2%
FPCP
149
Fort Point Capital Partners
California
$2.29M -$335K -14,246 -13%
MFGP
150
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.26M +$2.26M +95,971 New
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6
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