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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

538 hedge funds and large institutions have $3.21B invested in Schwab Emerging Markets Equity ETF in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 252 increasing their positions, 152 reducing their positions, and 29 closing their positions.

Holders
538
Holders Change
+44
Holders Change %
+8.91%
% of All Funds
11.66%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.93%
New
83
Increased
252
Reduced
152
Closed
29
Calls
$395K
Puts
$276K
Net Calls
+$119K
Net Calls Change
-$669K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$435M
2
CSIA
2
Charles Schwab Investment Advisory
California
$854M
3
Brown Advisory
3
Brown Advisory
Maryland
$33.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$24.8M
5
TIM
5
Total Investment Management
Arizona
$44.4M

Top Sellers

1
HC
1
Hamilton Capital
Ohio
$60.1M
2
Rafferty Asset Management
2
Rafferty Asset Management
New York
$3.18M
3
BWM
3
BerganKDV Wealth Management
Minnesota
$2.1M
4
BlackRock
4
BlackRock
New York
$12.1M
5
WCM
5
Weatherstone Capital Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$854M 32,850,744 +1,623,731 +5%
Financial Engines Advisors
2
Financial Engines Advisors
California
$435M 16,715,219 +11,384,888 +214%
Creative Planning
3
Creative Planning
Kansas
$110M 4,215,081 +238,176 +6%
MG
4
Mather Group
Illinois
$78.2M 3,006,596 +277,445 +10%
Charles Schwab
5
Charles Schwab
California
$68.3M 2,626,669 +234,646 +10%
WF
6
WealthTrust Fairport
Ohio
$62.6M 2,406,406 -35,762 -1%
HC
7
Hamilton Capital
Ohio
$60.1M 2,310,263 -2,979,582 -56%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$59.7M 2,219,959 +148,339 +7%
TIM
9
Total Investment Management
Arizona
$44.4M 1,784,548 +872,625 +96%
UCFA
10
United Capital Financial Advisors
Texas
$34.6M 1,330,113 +142,145 +12%
Brown Advisory
11
Brown Advisory
Maryland
$33.6M 1,293,228 +1,293,228 New
ACM
12
Alpha Capital Management
Texas
$29.8M 1,143,931 +525,728 +85%
EHPM
13
Emery Howard Portfolio Management
California
$29.3M 1,127,422 +9,711 +0.9%
Bank of America
14
Bank of America
North Carolina
$27.9M 1,072,638 -83,556 -7%
LYV
15
Live Your Vision
Pennsylvania
$26.6M 990,115 -22,362 -2%
VV
16
Valentine Ventures
Oregon
$25.7M 988,729 +171,624 +21%
Goldman Sachs
17
Goldman Sachs
New York
$24.8M 954,215 +954,215 New
BWL
18
Bogart Wealth LLC
Virginia
$23.4M 900,138 +360,886 +67%
WAM
19
Wealthspire Advisors (Maryland)
Maryland
$22.2M 852,106 +20,061 +2%
FIM
20
Frontier Investment Management
Texas
$22.2M 851,706 +323,309 +61%
CHA
21
Cooper/Haims Advisors
New York
$19.5M 750,775 +37,290 +5%
LA
22
LVW Advisors
New York
$18.3M 704,915 +704,915 New
KFA
23
Kays Financial Advisory
Georgia
$17.7M 681,515 +197,642 +41%
QAM
24
QCI Asset Management
New York
$17.6M 678,553 +67,896 +11%
Mariner
25
Mariner
Kansas
$16.5M 634,336 +303,948 +92%
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