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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

494 hedge funds and large institutions have $2.58B invested in Schwab Emerging Markets Equity ETF in 2018 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 216 increasing their positions, 138 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
+62
Holders Change %
+14.35%
% of All Funds
11.02%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.94%
New
108
Increased
216
Reduced
138
Closed
41
Calls
$788K
Puts
–
Net Calls
+$788K
Net Calls Change
+$426K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$93.6M
2
HC
2
Hamilton Capital
Ohio
$135M
3
TIM
3
Total Investment Management
Arizona
$23.4M
4
Bank of America
4
Bank of America
North Carolina
$27.2M
5
PP
5
Pension Partners
New York
$17.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$735M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$125M
3
PEA
3
Pacific Edge Advisors
California
$2.97M
4
ML
4
McAdam LLC
Pennsylvania
$1.17M
5
HIC
5
Hartline Investment Corp
Illinois
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
201
Hartline Investment Corp
Illinois
$1.41M -$6.26M -266,000 -82%
FWM
202
Frontier Wealth Management
Missouri
$1.4M +$501K +21,285 +56%
NIC
203
Northwest Investment Counselors
Oregon
$1.34M -$93.6K -3,977 -7%
SWM
204
SVA Wealth Management
Wisconsin
$1.33M +$450K +19,124 +51%
RBC
205
Roble Belko & Company
Pennsylvania
$1.3M +$836K +35,555 +180%
FA
206
Fortis Advisors
Pennsylvania
$1.28M -$164K -6,967 -11%
HWMG
207
Hurlow Wealth Management Group
Indiana
$1.28M +$1.28M +51,098 New
CCWA
208
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M +$1.28M +54,199 New
CWM
209
Chesapeake Wealth Management
Virginia
$1.26M -$51.2K -2,177 -4%
GC
210
Grimes & Company
Massachusetts
$1.25M +$134K +5,693 +12%
SWM
211
SeaCrest Wealth Management
New York
$1.24M +$29.2K +1,241 +2%
BCIM
212
Bishop & Co Investment Management
Pennsylvania
$1.23M +$62.2K +2,643 +5%
CWM
213
CCG Wealth Management
California
$1.23M +$1.23M +52,333 New
FAIM
214
Financial Advocates Investment Management
Washington
$1.22M +$220K +9,332 +22%
ADL
215
Asset Dedication LLC
California
$1.2M +$385K +16,378 +47%
AIM
216
Anchor Investment Management
South Carolina
$1.19M -$88.8K -3,775 -7%
RPG
217
Resource Planning Group
Georgia
$1.17M +$1.17M +49,816 New
EGWAG
218
Elwood & Goetz Wealth Advisory Group
Georgia
$1.17M +$1.17M +49,729 New
ML
219
McAdam LLC
Pennsylvania
$1.17M -$7.72M -328,137 -87%
PAG
220
Pinnacle Advisory Group
Maryland
$1.17M +$129K +5,466 +12%
RWM
221
Reston Wealth Management
Virginia
$1.15M +$1.15M +48,954 New
TIM
222
Thompson Investment Management
Wisconsin
$1.15M +$28.1K +1,196 +3%
UBS AM
223
UBS AM
Illinois
$1.14M +$1.14M +48,425 New
BPB
224
Badgley, Phelps & Bell
Washington
$1.13M +$1.13M +48,003 New
RCA
225
Reitz Capital Advisors
Michigan
$1.11M +$1.11M +47,285 New
7 8
9
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