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Schwab Emerging Markets Equity ETF

424 hedge funds and large institutions have $2.38B invested in Schwab Emerging Markets Equity ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 242 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
Holders Change %
0%
% of All Funds
9.72%
Holding in Top 10
42
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-17.65%
% of All Funds
0.96%
New
39
Increased
242
Reduced
91
Closed
38
Calls
Puts
$238K
Net Calls
-$238K
Net Calls Change
+$57K
Name Holding Trade Value Shares
Change
Shares
Change %
WDL
151
Well Done LLC
Michigan
$1.6M +$386K +14,916 +32%
OIWM
152
OptiFour Integrated Wealth Management
Virginia
$1.6M -$11.9K -461 -0.7%
BWP
153
BSW Wealth Partners
Colorado
$1.59M +$6.94K +268 +0.4%
RIM
154
Regent Investment Management
Kentucky
$1.58M +$48.9K +1,888 +3%
CCA
155
Clearwater Capital Advisors
Illinois
$1.54M +$96.8K +3,738 +7%
CWM
156
Chesapeake Wealth Management
Virginia
$1.49M -$168K -6,479 -10%
PS
157
Portfolio Solutions
Michigan
$1.49M +$35K +1,350 +2%
AA
158
Alesco Advisors
New York
$1.49M -$9.66K -373 -0.6%
AIM
159
Aspen Investment Management
Michigan
$1.48M +$92.6K +3,577 +7%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$1.46M +$34.2K +1,322 +2%
CWM
161
Confluence Wealth Management
Oregon
$1.44M -$213K -8,223 -13%
TYCC
162
Texas Yale Capital Corp
Florida
$1.41M -$120K -4,620 -8%
MWM
163
Mission Wealth Management
California
$1.38M +$536K +20,715 +64%
NF
164
Nikulski Financial
Iowa
$1.37M +$87.3K +3,372 +7%
WA
165
WBH Advisory
Maryland
$1.3M +$100K +3,871 +8%
BFPW
166
BOK Financial Private Wealth
Colorado
$1.29M -$129K -4,976 -9%
BCIM
167
Bishop & Co Investment Management
Pennsylvania
$1.29M -$18.8K -727 -1%
OIA
168
OneDigital Investment Advisors
Kansas
$1.28M +$378K +14,578 +42%
BCWM
169
Bartlett & Co Wealth Management
Ohio
$1.27M -$4.87K -188 -0.4%
BC
170
Bartlett & Co
Ohio
$1.27M -$4.87K -188 -0.4%
VNA
171
Valley National Advisers
Pennsylvania
$1.27M -$556K -21,456 -31%
SWM
172
SeaCrest Wealth Management
New York
$1.22M -$673 -26 -0.1%
OWM
173
Orgel Wealth Management
Wisconsin
$1.2M +$158K +6,120 +15%
AIM
174
Anchor Investment Management
South Carolina
$1.19M +$175K +6,777 +17%
CCA
175
Cobblestone Capital Advisors
New York
$1.19M -$161K -6,200 -12%