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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

494 hedge funds and large institutions have $2.58B invested in Schwab Emerging Markets Equity ETF in 2018 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 216 increasing their positions, 138 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
+62
Holders Change %
+14.35%
% of All Funds
11.02%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.94%
New
108
Increased
216
Reduced
138
Closed
41
Calls
$788K
Puts
–
Net Calls
+$788K
Net Calls Change
+$426K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$93.6M
2
HC
2
Hamilton Capital
Ohio
$135M
3
TIM
3
Total Investment Management
Arizona
$23.4M
4
Bank of America
4
Bank of America
North Carolina
$27.2M
5
PP
5
Pension Partners
New York
$17.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$735M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$125M
3
PEA
3
Pacific Edge Advisors
California
$2.97M
4
ML
4
McAdam LLC
Pennsylvania
$1.17M
5
HIC
5
Hartline Investment Corp
Illinois
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
151
Confluence Wealth Management
Oregon
$2.26M +$254K +10,805 +13%
OCM
152
One Capital Management
California
$2.22M -$334K -14,191 -13%
MWM
153
Mission Wealth Management
California
$2.22M +$527K +22,374 +31%
SBSB
154
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.22M +$2.22M +94,313 New
WDL
155
Well Done LLC
Michigan
$2.17M +$86.4K +3,670 +4%
CC
156
Claybrook Capital
Massachusetts
$2.17M +$2.17M +92,390 New
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$2.16M +$274K +11,655 +15%
MCM
158
Maxim Capital Management
California
$2.09M +$2.09M +88,957 New
SHJ
159
Sharkey, Howes & Javer
Colorado
$2.08M -$25.6K -1,086 -1%
AA
160
Ancora Advisors
Ohio
$2.07M -$292K -12,390 -12%
DSA
161
Droms Strauss Advisors
Missouri
$2.05M +$2.05M +86,916 New
GC
162
Gratus Capital
Georgia
$2.05M +$2.05M +86,930 New
VDFA
163
Vickerman & Driscoll Financial Advisors
Washington
$2.04M +$34.9K +1,483 +2%
SWM
164
Segment Wealth Management
Texas
$2.04M +$2.04M +86,860 New
3C
165
361 Capital
Colorado
$2M -$27.2K -1,154 -1%
FHB
166
First Hawaiian Bank
Hawaii
$1.99M -$19.9K -847 -1%
SWM
167
Stockman Wealth Management
Montana
$1.91M +$108K +4,605 +6%
GWM
168
Geneos Wealth Management
Colorado
$1.91M +$1.08M +45,802 +130%
PV
169
Private Vista
Illinois
$1.91M +$1.67M +70,929 +708%
CCA
170
Cobblestone Capital Advisors
New York
$1.89M +$652K +27,714 +53%
OWM
171
Orgel Wealth Management
Wisconsin
$1.88M +$708K +30,108 +60%
LFA
172
Landmark Financial Advisors
Kentucky
$1.88M +$631K +26,800 +51%
FA
173
Fagan Associates
New York
$1.86M +$32.2K +1,369 +2%
AWM
174
AllSquare Wealth Management
New York
$1.81M +$14.5K +618 +0.8%
ODCM
175
Old Dominion Capital Management
Virginia
$1.81M -$1.66M -70,676 -48%
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