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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 %
5L
176
55I LLC
Massachusetts
$1.94M -$49.5K -1,902 -2%
SA
177
Strategic Advisors
New York
$1.94M +$93.4K +3,592 +5%
HCIA
178
Hochman Cole Investment Advisors
Illinois
$1.89M +$29.8K +1,147 +2%
HFS
179
HL Financial Services
Kentucky
$1.89M +$838K +32,215 +80%
MAS
180
Managed Account Services
Florida
$1.88M +$4.61K +173 +0.2%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$1.86M +$281K +10,811 +18%
AF
182
Advisornet Financial
Minnesota
$1.78M -$201K -7,720 -10%
I
183
INVST
Indiana
$1.78M +$139K +5,271 +8%
OIWM
184
OptiFour Integrated Wealth Management
Virginia
$1.77M -$1.14K -44 -0.1%
FANJ
185
Financial Architects (New Jersey)
New Jersey
$1.76M +$42.1K +1,617 +2%
BPWA
186
Beacon Pointe Wealth Advisors
California
$1.75M -$193K -7,439 -10%
AA
187
Alesco Advisors
New York
$1.73M -$40K -1,540 -2%
AL
188
Aspiriant LLC
California
$1.71M -$192K -7,401 -10%
BC
189
Burleson & Co
California
$1.71M -$3.44K -128 -0.2%
AWM
190
Apollon Wealth Management
South Carolina
$1.71M -$4.04M -155,427 -70%
SA
191
Sunesis Advisors
Kansas
$1.71M +$1.71M +65,690 New
WA
192
WBH Advisory
Maryland
$1.7M +$209K +8,045 +14%
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
$1.63M +$1.63M +62,640 New
MAS
194
Madden Advisory Services
Florida
$1.57M +$3.51K +135 +0.2%
FWM
195
Frontier Wealth Management
Missouri
$1.56M +$20K +768 +1%
NIC
196
Northwest Investment Counselors
Oregon
$1.55M +$72.5K +2,790 +5%
TFS
197
TrustCore Financial Services
Tennessee
$1.53M +$1.53M +58,725 New
RWM
198
Reston Wealth Management
Virginia
$1.52M +$224K +8,462 +17%
BWP
199
BSW Wealth Partners
Colorado
$1.52M -$229K -8,811 -13%
RIM
200
Regent Investment Management
Kentucky
$1.51M -$52.4K -2,015 -3%
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