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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.

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
VV
4
Valentine Ventures
Oregon
$19.2M
5
Bank of America
5
Bank of America
North Carolina
$27.2M

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$735M 31,227,013 -582,176 -2%
HC
2
Hamilton Capital
Ohio
$135M 5,289,845 +1,263,917 +31%
Financial Engines Advisors
3
Financial Engines Advisors
California
$125M 5,330,331 -411,549 -7%
Creative Planning
4
Creative Planning
Kansas
$93.6M 3,976,905 +3,567,869 +872%
MG
5
Mather Group
Illinois
$64.2M 2,729,151 +159,691 +6%
WF
6
WealthTrust Fairport
Ohio
$57.5M 2,442,168 +49,062 +2%
Charles Schwab
7
Charles Schwab
California
$56.3M 2,392,023 +183,039 +8%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$51.8M 2,071,620 -179,958 -8%
SFM
9
Signature Financial Management
Virginia
$30.4M 1,293,148 +496,500 +62%
UCFA
10
United Capital Financial Advisors
Texas
$28M 1,187,968 -111,863 -9%
BL
11
BCWM LLC
Kansas
$27.7M 117,809 +11,710 +11%
Bank of America
12
Bank of America
North Carolina
$27.2M 1,156,194 +759,476 +191%
EHPM
13
Emery Howard Portfolio Management
California
$26.3M 1,117,711 -21,244 -2%
LYV
14
Live Your Vision
Pennsylvania
$24.8M 1,012,477 -15,248 -1%
TIM
15
Total Investment Management
Arizona
$23.4M 911,923 +911,923 New
BlackRock
16
BlackRock
New York
$22.5M 955,431 -17,492 -2%
WAM
17
Wealthspire Advisors (Maryland)
Maryland
$19.6M 832,045 +277,005 +50%
VV
18
Valentine Ventures
Oregon
$19.2M 817,105 +817,105 New
PP
19
Pension Partners
New York
$17.1M 725,448 +673,998 +1,310%
Rafferty Asset Management
20
Rafferty Asset Management
New York
$16.9M 720,050 -100,825 -12%
CHA
21
Cooper/Haims Advisors
New York
$16.8M 713,485 +21,225 +3%
ACM
22
Alpha Capital Management
Texas
$14.5M 618,203 +9,432 +2%
QAM
23
QCI Asset Management
New York
$14.4M 610,657 -55,945 -8%
JFG
24
JMG Financial Group
Illinois
$13.9M 592,260 +201,163 +51%
BWM
25
BerganKDV Wealth Management
Minnesota
$13.7M 583,858 +10,842 +2%
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