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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 %
TIM
176
Thompson Investment Management
Wisconsin
$1.23M +$50.5K +1,966 +4%
WA
177
WBH Advisory
Maryland
$1.22M -$73.6K -2,863 -6%
GC
178
Grimes & Company
Massachusetts
$1.22M -$1.15M -44,554 -48%
TA
179
Trellis Advisors
Washington
$1.14M +$129 +5 +0%
BTS
180
BB&T Securities
Virginia
$1.14M +$20.8K +811 +2%
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$1.14M +$119K +4,614 +12%
PAG
182
Pinnacle Advisory Group
Maryland
$1.13M +$34.2K +1,330 +3%
GFPC
183
Global Financial Private Capital
Florida
$1.1M +$1.1M +42,582 New
FAIM
184
Financial Advocates Investment Management
Washington
$1.09M +$65.2K +2,536 +6%
CWS
185
Cypress Wealth Services
California
$1.09M +$226K +8,792 +26%
TIM
186
Tortoise Investment Management
New York
$1.09M +$323K +12,563 +42%
VCM
187
Vivaldi Capital Management
Illinois
$1.08M +$125K +4,872 +13%
Bank of New York Mellon
188
Bank of New York Mellon
New York
$1.03M -$65.1K -2,530 -6%
AOWM
189
Alpha Omega Wealth Management
Virginia
$1.01M +$49.2K +1,914 +5%
JFA
190
JNBA Financial Advisors
Minnesota
$1.01M +$1.01M +39,137 +44,985%
MGIA
191
Moneta Group Investment Advisors
Missouri
$1.01M +$336K +13,050 +50%
CCM
192
Coldstream Capital Management
Washington
$984K +$319K +12,405 +48%
FWM
193
Frontier Wealth Management
Missouri
$979K -$98.4K -3,826 -9%
FHA
194
First Horizon Advisors
Tennessee
$976K -$13.3K -518 -1%
BBPWM
195
Blue Bell Private Wealth Management
Pennsylvania
$961K -$4.91K -191 -0.5%
SWM
196
SVA Wealth Management
Wisconsin
$957K -$221K -8,614 -19%
NGA
197
Naples Global Advisors
Florida
$957K +$139K +5,415 +17%
OA
198
Opes Advisors
California
$948K +$105K +4,071 +12%
BCWM
199
Bartlett & Co Wealth Management
Ohio
$930K -$334K -13,008 -26%
BC
200
Bartlett & Co
Ohio
$930K -$334K -13,008 -26%
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