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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

538 hedge funds and large institutions have $3.21B invested in Schwab Emerging Markets Equity ETF in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 252 increasing their positions, 152 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+44
Holders Change %
+8.91%
% of All Funds
11.66%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.93%
New
83
Increased
252
Reduced
152
Closed
29
Calls
$395K
Puts
$276K
Net Calls
+$119K
Net Calls Change
-$669K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$435M
2
CSIA
Charles Schwab Investment Advisory
California
$854M
3
Brown Advisory
Brown Advisory
Maryland
$33.6M
4
Goldman Sachs
Goldman Sachs
New York
$24.8M
5
TIM
Total Investment Management
Arizona
$44.4M

Top Sellers

1
HC
Hamilton Capital
Ohio
$60.1M
2
Rafferty Asset Management
Rafferty Asset Management
New York
$3.18M
3
BWM
BerganKDV Wealth Management
Minnesota
$2.1M
4
BlackRock
BlackRock
New York
$12.1M
5
WCM
Weatherstone Capital Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Confluence Wealth Management
Oregon
$3.22M +$723K +27,790 +29%
Rafferty Asset Management
127
Rafferty Asset Management
New York
$3.18M -$15.6M -598,000 -83%
GIA
128
Gladstone Institutional Advisory
Florida
$3.17M +$3.17M +121,675 New
FFN
129
Focus Financial Network
Minnesota
$3.11M +$3.11M +119,618 New
LPIC
130
LeJeune Puetz Investment Counsel
Michigan
$3.11M +$42.9K +1,650 +1%
LPL Financial
131
LPL Financial
California
$3.08M -$512K -19,674 -14%
RC
132
Roundview Capital
New Jersey
$3.07M +$20.1K +772 +0.7%
KCPG
133
Kavar Capital Partners Group
Kansas
$3.05M +$262K +10,054 +9%
MCM
134
Maxim Capital Management
California
$3.03M +$717K +27,556 +31%
EWM
135
Empirical Wealth Management
Washington
$2.88M -$16.6K -637 -0.6%
DP
136
Denver PWM
Colorado
$2.82M -$184K -6,886 -6%
BAM
137
Berkshire Asset Management
Pennsylvania
$2.81M +$55.7K +2,140 +2%
MWM
138
Mission Wealth Management
California
$2.75M +$292K +11,227 +12%
FI
139
FormulaFolio Investments
Michigan
$2.74M +$214K +8,215 +8%
MWM
140
MorganRosel Wealth Management
Colorado
$2.73M +$2.15M +82,487 +365%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$2.7M +$53.6K +2,060 +2%
HIM
142
Harbour Investment Management
Washington
$2.67M +$10.3K +395 +0.4%
SDWMA
143
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.66M -$113K -4,354 -4%
VDFA
144
Vickerman & Driscoll Financial Advisors
Washington
$2.64M +$377K +14,495 +17%
AWM
145
Avior Wealth Management
Nebraska
$2.63M +$11K +424 +0.4%
EFS
146
Econ Financial Services
Pennsylvania
$2.62M -$42.1K -1,619 -2%
MAM
147
Marquette Asset Management
Minnesota
$2.61M +$59.7K +2,293 +2%
HI
148
Hudock Inc
Pennsylvania
$2.59M -$26.7K -1,025 -1%
MFGP
149
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.57M +$69.6K +2,677 +3%
CCA
150
Cobblestone Capital Advisors
New York
$2.56M +$472K +18,136 +23%
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