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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

550 hedge funds and large institutions have $3.29B invested in Schwab Emerging Markets Equity ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 256 increasing their positions, 177 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+12
Holders Change %
+2.23%
% of All Funds
11.96%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.85%
New
46
Increased
256
Reduced
177
Closed
31
Calls
–
Puts
$404K
Net Calls
-$404K
Net Calls Change
-$523K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$71.8M
2
Creative Planning
2
Creative Planning
Kansas
$143M
3
Jane Street
3
Jane Street
New York
$28.4M
4
CSIA
4
Charles Schwab Investment Advisory
California
$887M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$14.1M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$375K
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
BWL
3
Bogart Wealth LLC
Virginia
$1.37M
4
JPLA
4
Joseph P. Lucia & Associates
New York
$798K
5
AA
5
Apriem Advisors
California
$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPIC
126
LeJeune Puetz Investment Counsel
Michigan
$3.19M +$53K +2,019 +2%
FFN
127
Focus Financial Network
Minnesota
$3.17M +$14.5K +551 +0.5%
5L
128
55I LLC
Massachusetts
$3.07M +$1.11M +42,392 +57%
RC
129
Roundview Capital
New Jersey
$3.07M -$28.1K -1,070 -0.9%
BC
130
Barnett & Company
Tennessee
$3.01M -$272K -10,371 -8%
SA
131
Strategic Advisors
New York
$3.01M +$1.06M +40,219 +54%
HSA
132
HBK Sorce Advisory
Pennsylvania
$2.99M -$324K -12,344 -10%
MGIA
133
Moneta Group Investment Advisors
Missouri
$2.99M +$645K +24,599 +28%
MWM
134
Mission Wealth Management
California
$2.98M +$207K +7,884 +7%
HIM
135
Harbour Investment Management
Washington
$2.96M +$266K +10,139 +10%
MCM
136
Maxim Capital Management
California
$2.91M -$147K -5,604 -5%
MWM
137
MorganRosel Wealth Management
Colorado
$2.88M +$124K +4,710 +4%
GWM
138
Geneos Wealth Management
Colorado
$2.87M +$486K +18,511 +20%
HI
139
Hudock Inc
Pennsylvania
$2.85M +$231K +8,801 +9%
SDWMA
140
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.84M +$156K +5,935 +6%
VDFA
141
Vickerman & Driscoll Financial Advisors
Washington
$2.83M +$169K +6,435 +6%
BAM
142
Berkshire Asset Management
Pennsylvania
$2.81M -$22.6K -862 -0.8%
LSAG
143
Lake Street Advisors Group
New Hampshire
$2.75M +$421K +16,044 +18%
MFGP
144
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.74M +$153K +5,843 +6%
AWM
145
Avior Wealth Management
Nebraska
$2.73M +$76.4K +2,912 +3%
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$2.71M +$196K +7,457 +8%
SWM
147
Segment Wealth Management
Texas
$2.63M +$180K +6,848 +7%
DP
148
Denver PWM
Colorado
$2.62M +$28.9K +1,175 +1%
SWM
149
Stockman Wealth Management
Montana
$2.62M +$492K +18,762 +23%
MAM
150
Marquette Asset Management
Minnesota
$2.6M -$31.1K -1,184 -1%
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