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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

432 hedge funds and large institutions have $2.39B invested in Schwab Emerging Markets Equity ETF in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 229 increasing their positions, 110 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+8
Holders Change %
+1.89%
% of All Funds
9.89%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.8%
New
45
Increased
229
Reduced
110
Closed
32
Calls
$581K
Puts
$219K
Net Calls
+$362K
Net Calls Change
+$600K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$148M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$13.9M
3
QAM
QCI Asset Management
New York
$17.1M
4
HIC
Hartline Investment Corp
Illinois
$8.38M
5
Betterment LLC
Betterment LLC
New York
$14.7M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
HGWM
Harvest Group Wealth Management
Massachusetts
$0
3
PFG
Piershale Financial Group
Illinois
$0
4
SFM
Signature Financial Management
Virginia
$20.5M
5
I
INVST
Indiana
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
151
BSW Wealth Partners
Colorado
$1.66M +$85.6K +3,331 +5%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$1.63M +$716K +27,834 +78%
OIWM
153
OptiFour Integrated Wealth Management
Virginia
$1.62M +$33K +1,284 +2%
MAS
154
Managed Account Services
Florida
$1.61M +$110K +4,599 +7%
RIM
155
Regent Investment Management
Kentucky
$1.6M +$32.7K +1,270 +2%
PS
156
Portfolio Solutions
Michigan
$1.59M +$101K +3,929 +7%
FA
157
Fortis Advisors
Pennsylvania
$1.58M -$8.92K -347 -0.6%
NIC
158
Northwest Investment Counselors
Oregon
$1.56M -$45K -1,750 -3%
AA
159
Alesco Advisors
New York
$1.53M +$49.7K +1,931 +3%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$1.5M +$49.8K +1,938 +3%
MWAC
161
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.49M -$3.38M -131,267 -69%
FCIM
162
Fairview Capital Investment Management
California
$1.48M +$1.24M +48,425 +529%
CWM
163
Chesapeake Wealth Management
Virginia
$1.43M -$49.4K -1,919 -3%
VNA
164
Valley National Advisers
Pennsylvania
$1.39M +$138K +5,371 +11%
AIM
165
Anchor Investment Management
South Carolina
$1.39M +$211K +8,194 +18%
LFA
166
Landmark Financial Advisors
Kentucky
$1.36M +$217K +8,451 +19%
CCA
167
Cobblestone Capital Advisors
New York
$1.36M +$174K +6,778 +15%
PP
168
Pension Partners
New York
$1.32M +$1.32M +51,450 New
BCP
169
Berkeley Capital Partners
Georgia
$1.32M +$1.32M +51,450 New
SWM
170
SeaCrest Wealth Management
New York
$1.32M +$113K +4,382 +9%
OWM
171
Orgel Wealth Management
Wisconsin
$1.28M +$89.4K +3,479 +8%
BCIM
172
Bishop & Co Investment Management
Pennsylvania
$1.28M – – –
BFPW
173
BOK Financial Private Wealth
Colorado
$1.27M -$6.71K -261 -0.5%
PSUF
174
People's United Financial
Connecticut
$1.26M -$381K -14,844 -23%
OIA
175
OneDigital Investment Advisors
Kansas
$1.24M -$31.1K -1,210 -2%
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