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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

424 hedge funds and large institutions have $2.5B invested in Schwab Emerging Markets Equity ETF in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 223 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+29
Holders Change %
+7.34%
% of All Funds
9.73%
Holding in Top 10
51
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+18.6%
% of All Funds
1.17%
New
56
Increased
223
Reduced
109
Closed
26
Calls
$29K
Puts
$324K
Net Calls
-$295K
Net Calls Change
-$295K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$861M
2
UCFA
United Capital Financial Advisors
Texas
$30.7M
3
Rafferty Asset Management
Rafferty Asset Management
New York
$24.2M
4
FTUS
Flow Traders U.S.
New York
$21.2M
5
ACM
Alpha Capital Management
Texas
$14.9M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
DWM
Destination Wealth Management
California
$3K
3
RRC
Relaxing Retirement Coach
Massachusetts
$11.4M
4
HIM
Harbour Investment Management
Washington
$258K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$6.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIC
151
Northwest Investment Counselors
Oregon
$1.75M +$110K +3,818 +7%
BWP
152
BSW Wealth Partners
Colorado
$1.75M +$2.47K +86 +0.1%
SWM
153
Stockman Wealth Management
Montana
$1.74M +$300K +10,444 +21%
BCM
154
Boltwood Capital Management
California
$1.72M +$51.6K +1,800 +3%
TYCC
155
Texas Yale Capital Corp
Florida
$1.7M +$207K +7,225 +14%
RIM
156
Regent Investment Management
Kentucky
$1.69M +$16.8K +585 +1%
AA
157
Alesco Advisors
New York
$1.66M -$63.3K -2,207 -4%
PS
158
Portfolio Solutions
Michigan
$1.61M +$24.7K +862 +2%
CCA
159
Clearwater Capital Advisors
Illinois
$1.59M +$108K +3,760 +7%
LFAS
160
Level Four Advisory Services
Texas
$1.58M +$515K +17,956 +48%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$1.58M -$63.8K -2,224 -4%
BFPW
162
BOK Financial Private Wealth
Colorado
$1.57M -$208K -7,236 -12%
ECM
163
Elgethun Capital Management
South Dakota
$1.56M +$1.56M +54,487 New
AIM
164
Aspen Investment Management
Michigan
$1.54M +$234K +8,150 +18%
CCA
165
Cobblestone Capital Advisors
New York
$1.5M +$341K +11,871 +30%
BCIM
166
Bishop & Co Investment Management
Pennsylvania
$1.45M +$393K +13,674 +37%
LFA
167
Landmark Financial Advisors
Kentucky
$1.44M -$356K -12,410 -20%
BCWM
168
Bartlett & Co Wealth Management
Ohio
$1.42M +$1.42M +49,373 New
BC
169
Bartlett & Co
Ohio
$1.42M +$21.7K +756 +2%
NF
170
Nikulski Financial
Iowa
$1.42M +$378K +13,155 +36%
ACA
171
Atlas Capital Advisors
Wyoming
$1.41M +$1.41M +49,275 New
SWM
172
SeaCrest Wealth Management
New York
$1.35M +$27.3K +950 +2%
WDL
173
Well Done LLC
Michigan
$1.35M +$499K +17,386 +59%
WA
174
WBH Advisory
Maryland
$1.33M +$225K +7,828 +20%
TIM
175
Thompson Investment Management
Wisconsin
$1.27M -$134K -4,659 -9%
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