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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.

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
1
Financial Engines Advisors
California
$148M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$13.9M
3
QAM
3
QCI Asset Management
New York
$17.1M
4
HIC
4
Hartline Investment Corp
Illinois
$8.38M
5
WAM
5
Wakefield Asset Management
Colorado
$7.98M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
HGWM
2
Harvest Group Wealth Management
Massachusetts
$0
3
PFG
3
Piershale Financial Group
Illinois
$0
4
SFM
4
Signature Financial Management
Virginia
$20.5M
5
I
5
INVST
Indiana
$1.72M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$818M 31,809,189 +146,263 +0.5%
Financial Engines Advisors
2
Financial Engines Advisors
California
$148M 5,741,880 +895,159 +18%
HC
3
Hamilton Capital
Ohio
$104M 4,025,928 +102,896 +3%
MG
4
Mather Group
Illinois
$66.1M 2,569,460 +289,211 +13%
WF
5
WealthTrust Fairport
Ohio
$61.5M 2,393,106 +172,717 +8%
Charles Schwab
6
Charles Schwab
California
$56.8M 2,208,984 +246,851 +13%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$52.9M 2,251,578 +261,743 +13%
UCFA
8
United Capital Financial Advisors
Texas
$33.4M 1,299,831 +112,383 +9%
EHPM
9
Emery Howard Portfolio Management
California
$29.3M 1,138,955 +46,292 +4%
LYV
10
Live Your Vision
Pennsylvania
$26.4M 1,027,725 +37,331 +4%
BlackRock
11
BlackRock
New York
$25M 972,923 +11,236 +1%
Rafferty Asset Management
12
Rafferty Asset Management
New York
$21.1M 820,875 +42,716 +5%
SFM
13
Signature Financial Management
Virginia
$20.5M 796,648 -498,302 -38%
KF
14
Krilogy Financial
Missouri
$19.3M 749,150 +86,062 +13%
CHA
15
Cooper/Haims Advisors
New York
$17.8M 692,260 +52,675 +8%
QAM
16
QCI Asset Management
New York
$17.1M 666,602 +532,084 +396%
ACM
17
Alpha Capital Management
Texas
$15.7M 608,771 +64,482 +12%
KFA
18
Kays Financial Advisory
Georgia
$15.1M 586,754 +95,156 +19%
Betterment LLC
19
Betterment LLC
New York
$14.7M 573,559 +302,976 +112%
BWM
20
BerganKDV Wealth Management
Minnesota
$14.7M 573,016 +34,728 +6%
WAM
21
Wealthspire Advisors (Maryland)
Maryland
$14.3M 555,040 +118,336 +27%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$13.9M 541,075 +541,075 New
Morgan Stanley
23
Morgan Stanley
New York
$12.5M 486,021 -53,343 -10%
PEA
24
Pacific Edge Advisors
California
$12.4M 482,620 -165,035 -25%
FIM
25
Frontier Investment Management
Texas
$12.4M 482,157 +34,895 +8%
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