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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

550 hedge funds and large institutions have $3.29B invested in Schwab Emerging Markets Equity ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 256 increasing their positions, 177 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+12
Holders Change %
+2.23%
% of All Funds
11.96%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.85%
New
46
Increased
256
Reduced
177
Closed
31
Calls
–
Puts
$404K
Net Calls
-$404K
Net Calls Change
-$523K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$71.8M
2
Creative Planning
2
Creative Planning
Kansas
$143M
3
Jane Street
3
Jane Street
New York
$28.4M
4
CSIA
4
Charles Schwab Investment Advisory
California
$887M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$14.1M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$375K
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
BWL
3
Bogart Wealth LLC
Virginia
$1.37M
4
JPLA
4
Joseph P. Lucia & Associates
New York
$798K
5
AA
5
Apriem Advisors
California
$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
151
BerganKDV Wealth Management
Minnesota
$2.54M +$420K +15,997 +20%
WDL
152
Well Done LLC
Michigan
$2.53M +$104K +3,959 +4%
SBSB
153
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.46M -$18.6K -708 -0.8%
FC
154
Financial Consulate
Maryland
$2.46M +$123K +4,683 +5%
BCM
155
Boltwood Capital Management
California
$2.42M +$249K +9,494 +11%
FPCP
156
Fort Point Capital Partners
California
$2.41M -$81.1K -3,090 -3%
AIM
157
Anchor Investment Management
South Carolina
$2.37M +$913K +34,783 +63%
LFA
158
Landmark Financial Advisors
Kentucky
$2.35M +$178K +6,782 +8%
AF
159
Advisornet Financial
Minnesota
$2.3M +$502K +19,123 +28%
FA
160
Fagan Associates
New York
$2.3M +$41.2K +1,571 +2%
OWM
161
Orgel Wealth Management
Wisconsin
$2.25M +$129K +4,922 +6%
VNA
162
Valley National Advisers
Pennsylvania
$2.25M +$244K +9,314 +12%
FI
163
FormulaFolio Investments
Michigan
$2.24M -$527K -20,066 -19%
AA
164
Apriem Advisors
California
$2.21M -$12.7M -485,827 -85%
3C
165
361 Capital
Colorado
$2.21M +$15.7K +597 +0.7%
CWS
166
Cypress Wealth Services
California
$2.21M +$785K +29,914 +55%
FHB
167
First Hawaiian Bank
Hawaii
$2.12M -$255K -9,708 -11%
RBC
168
Roble Belko & Company
Pennsylvania
$2.12M +$599K +22,820 +39%
FWM
169
Focused Wealth Management
New York
$2.05M -$245K -9,323 -11%
FAG
170
Financial Advisory Group
Texas
$2.04M -$51K -1,930 -2%
OCM
171
One Capital Management
California
$2.04M -$148K -5,640 -7%
AWM
172
AllSquare Wealth Management
New York
$2.03M -$27.6K -1,053 -1%
TYCC
173
Texas Yale Capital Corp
Florida
$2.01M -$2.01M -76,680 -50%
I
174
INVST
Indiana
$1.97M +$171K +6,431 +10%
PAG
175
Private Advisor Group
New Jersey
$1.94M +$1.94M +73,925 New
5 6
7
8 9