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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.

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 Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$861M 29,992,900 +2,518,102 +9%
Financial Engines Advisors
2
Financial Engines Advisors
California
$117M 4,059,379 +445,719 +12%
HC
3
Hamilton Capital
Ohio
$113M 3,921,569 +9,591 +0.2%
WF
4
WealthTrust Fairport
Ohio
$61.9M 2,157,739 -74,670 -3%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$53.3M 1,856,184 +122,026 +7%
MG
6
Mather Group
Illinois
$53.1M 1,848,908 +116,190 +7%
Charles Schwab
7
Charles Schwab
California
$46.1M 1,607,730 +417,331 +35%
EHPM
8
Emery Howard Portfolio Management
California
$31.4M 1,093,278 +4,168 +0.4%
UCFA
9
United Capital Financial Advisors
Texas
$30.7M 1,068,372 +942,402 +748%
LYV
10
Live Your Vision
Pennsylvania
$27.3M 961,064 -18,850 -2%
Citadel Advisors
11
Citadel Advisors
Florida
$27M 939,084 +485,563 +107%
BlackRock
12
BlackRock
New York
$26.3M 917,522 -44,045 -5%
Rafferty Asset Management
13
Rafferty Asset Management
New York
$24.2M 844,600 +844,600 New
AA
14
Apriem Advisors
California
$23.6M 822,714 +56,677 +7%
FTUS
15
Flow Traders U.S.
New York
$21.2M 738,987 +563,551 +321%
SBL
16
Sargent Bickham Lagudis
Colorado
$20.3M 707,193 +253,228 +56%
KF
17
Krilogy Financial
Missouri
$17.9M 625,298 +478 +0.1%
AIP
18
Almanack Investment Partners
Pennsylvania
$17.5M 611,030 +92,610 +18%
LPL Financial
19
LPL Financial
California
$17M 590,665 +26,585 +5%
CHA
20
Cooper/Haims Advisors
New York
$16.6M 579,165 +20,753 +4%
PEA
21
Pacific Edge Advisors
California
$16.3M 567,090 +63,005 +12%
HGWM
22
Harvest Group Wealth Management
Massachusetts
$16.2M 564,605 +6,255 +1%
ACM
23
Alpha Capital Management
Texas
$14.9M 518,124 +518,124 New
Morgan Stanley
24
Morgan Stanley
New York
$14.6M 507,098 +124,234 +32%
Bank of America
25
Bank of America
North Carolina
$13.6M 475,419 -3,243 -0.7%