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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 %
LWAC
201
Laurel Wealth Advisors (California)
California
$1.53M +$272K +10,371 +22%
ADL
202
Asset Dedication LLC
California
$1.52M +$12.6K +480 +0.8%
CWM
203
Chesapeake Wealth Management
Virginia
$1.5M +$145K +5,545 +11%
FAIM
204
Financial Advocates Investment Management
Washington
$1.5M – – –
TFS
205
TrustCore Financial Services
Tennessee
$1.49M -$53K -2,020 -3%
RWM
206
Reston Wealth Management
Virginia
$1.49M -$18.1K -691 -1%
SFG
207
SNS Financial Group
Minnesota
$1.48M +$556K +21,195 +60%
NGA
208
Naples Global Advisors
Florida
$1.47M +$326K +12,425 +28%
FA
209
Fortis Advisors
Pennsylvania
$1.45M +$20.3K +775 +1%
HWMG
210
Hurlow Wealth Management Group
Indiana
$1.43M +$65.5K +2,472 +5%
MAS
211
Madden Advisory Services
Florida
$1.41M -$171K -6,507 -11%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$1.4M – – –
BWP
213
BSW Wealth Partners
Colorado
$1.39M -$140K -5,333 -9%
SWM
214
SeaCrest Wealth Management
New York
$1.39M -$7.11K -271 -0.5%
CWM
215
CCG Wealth Management
California
$1.39M +$158K +6,016 +13%
PAG
216
Pinnacle Advisory Group
Maryland
$1.38M -$24.4K -929 -2%
ACM
217
AlphaStar Capital Management
North Carolina
$1.37M -$380K -14,494 -22%
BWL
218
Bogart Wealth LLC
Virginia
$1.37M -$22.2M -847,911 -94%
BCIM
219
Bishop & Co Investment Management
Pennsylvania
$1.37M +$3.83K +146 +0.3%
ACP
220
Arcus Capital Partners
Georgia
$1.37M +$1.37M +52,051 New
DSA
221
Droms Strauss Advisors
Missouri
$1.37M -$86.3K -3,286 -6%
GC
222
Grimes & Company
Massachusetts
$1.33M -$3.64M -138,602 -73%
TIM
223
Thompson Investment Management
Wisconsin
$1.29M +$1.5K +57 +0.1%
CG
224
Caprock Group
Idaho
$1.28M – – –
CM
225
Columbus Macro
Pennsylvania
$1.27M +$15.9K +606 +1%
7 8
9
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