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Schwab Emerging Markets Equity ETF

424 hedge funds and large institutions have $2.5B invested in Schwab Emerging Markets Equity ETF in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 223 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+29
Holders Change %
+7.34%
% of All Funds
9.73%
Holding in Top 10
51
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+18.6%
% of All Funds
1.17%
New
56
Increased
223
Reduced
109
Closed
26
Calls
$29K
Puts
$324K
Net Calls
-$295K
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
176
Frontier Wealth Management
Missouri
$1.26M -$41.3K -1,440 -3%
BTS
177
BB&T Securities
Virginia
$1.24M -$2.64M -91,965 -68%
PAG
178
Pinnacle Advisory Group
Maryland
$1.23M -$73.7K -2,566 -6%
TA
179
Trellis Advisors
Washington
$1.21M -$27K -939 -2%
Bank of New York Mellon
180
Bank of New York Mellon
New York
$1.2M +$213K +7,406 +22%
OWM
181
Orgel Wealth Management
Wisconsin
$1.15M +$359K +12,494 +45%
HIC
182
Hartline Investment Corp
Illinois
$1.13M +$202K +7,026 +22%
AIM
183
Anchor Investment Management
South Carolina
$1.12M +$78K +2,717 +7%
GI
184
GS Investments
Minnesota
$1.1M +$364K +12,678 +50%
BIA
185
Bigelow Investment Advisors
Maine
$1.09M +$14.1K +493 +1%
BBPWM
186
Blue Bell Private Wealth Management
Pennsylvania
$1.08M +$29.2K +1,017 +3%
AOWM
187
Alpha Omega Wealth Management
Virginia
$1.06M -$8.18K -285 -0.8%
FAIM
188
Financial Advocates Investment Management
Washington
$1.05M +$560K +19,491 +115%
VCM
189
Vivaldi Capital Management
Illinois
$1.04M +$231K +8,061 +29%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$1.04M -$152K -5,302 -13%
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$1.02M -$68.5K -2,386 -6%
CWS
192
Cypress Wealth Services
California
$1.02M +$380K +13,242 +60%
OIA
193
OneDigital Investment Advisors
Kansas
$998K +$220K +7,673 +28%
AG
194
Advisor Group
Arizona
$981K +$101K +3,510 +11%
HCM
195
Hengehold Capital Management
Ohio
$957K +$8.92K +311 +0.9%
SP
196
Successful Portfolios
Florida
$946K +$309K +10,782 +49%
OC
197
Oarsman Capital
Wisconsin
$937K +$65.2K +2,271 +7%
MWM
198
Mission Wealth Management
California
$932K +$932K +32,468 New
FBB
199
Fulton Breakefield Broenniman
Maryland
$912K +$256K +8,930 +39%
CC
200
Callan Capital
California
$892K -$74.5K -2,597 -8%