SCHE icon

Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

538 hedge funds and large institutions have $3.21B invested in Schwab Emerging Markets Equity ETF in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 252 increasing their positions, 152 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+44
Holders Change %
+8.91%
% of All Funds
11.66%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.93%
New
83
Increased
252
Reduced
152
Closed
29
Calls
$395K
Puts
$276K
Net Calls
+$119K
Net Calls Change
-$669K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$435M
2
CSIA
2
Charles Schwab Investment Advisory
California
$854M
3
Brown Advisory
3
Brown Advisory
Maryland
$33.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$24.8M
5
TIM
5
Total Investment Management
Arizona
$44.4M

Top Sellers

1
HC
1
Hamilton Capital
Ohio
$60.1M
2
Rafferty Asset Management
2
Rafferty Asset Management
New York
$3.18M
3
BWM
3
BerganKDV Wealth Management
Minnesota
$2.1M
4
BlackRock
4
BlackRock
New York
$12.1M
5
WCM
5
Weatherstone Capital Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
151
Blackhawk Capital Partners
Wisconsin
$2.55M +$2.55M +97,974 New
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$2.48M +$96.1K +3,706 +4%
FPCP
153
Fort Point Capital Partners
California
$2.47M -$57.7K -2,218 -2%
SBSB
154
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.45M +$26 +1 +0%
SWM
155
Segment Wealth Management
Texas
$2.43M +$173K +6,634 +8%
WDL
156
Well Done LLC
Michigan
$2.4M – – –
PMG
157
ProVise Management Group
Florida
$2.39M +$1.24M +47,853 +109%
GWM
158
Geneos Wealth Management
Colorado
$2.36M +$254K +9,752 +12%
FHB
159
First Hawaiian Bank
Hawaii
$2.36M +$155K +5,941 +7%
MGIA
160
Moneta Group Investment Advisors
Missouri
$2.32M +$411K +15,797 +22%
FC
161
Financial Consulate
Maryland
$2.31M +$433K +16,648 +23%
LSAG
162
Lake Street Advisors Group
New Hampshire
$2.31M -$2.95M -113,436 -56%
FWM
163
Focused Wealth Management
New York
$2.27M +$524K +20,140 +30%
FA
164
Fagan Associates
New York
$2.24M +$174K +6,708 +8%
3C
165
361 Capital
Colorado
$2.18M -$38K -1,460 -2%
OCM
166
One Capital Management
California
$2.17M -$288K -11,089 -12%
LFA
167
Landmark Financial Advisors
Kentucky
$2.15M +$76.6K +2,945 +4%
BCM
168
Boltwood Capital Management
California
$2.15M +$397K +15,254 +23%
SWM
169
Stockman Wealth Management
Montana
$2.11M -$5.72K -220 -0.3%
OWM
170
Orgel Wealth Management
Wisconsin
$2.11M +$27.4K +1,054 +1%
BWM
171
BerganKDV Wealth Management
Minnesota
$2.1M -$13.1M -503,021 -86%
FAG
172
Financial Advisory Group
Texas
$2.06M -$2.3M -88,220 -53%
AWM
173
AllSquare Wealth Management
New York
$2.04M +$31.6K +1,217 +2%
VNA
174
Valley National Advisers
Pennsylvania
$1.98M +$149K +5,744 +8%
AA
175
Ancora Advisors
Ohio
$1.98M -$310K -11,911 -14%
5 6
7
8 9