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Schwab Fundamental Emerging Markets Large Company Index ETF

60 hedge funds and large institutions have $746M invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+10
Holders Change %
+20%
% of All Funds
1.5%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
15
Increased
23
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$612M +$102M +3,874,317 +20%
USAA
2
United Services Automobile Association
Texas
$35.7M +$8.28M +313,200 +30%
VCM
3
Vigilant Capital Management
Maine
$23.3M +$426K +16,102 +2%
FM
4
Foster & Motley
Ohio
$15.5M +$47.3K +1,790 +0.3%
Bank of America
5
Bank of America
North Carolina
$8.19M +$1.55M +58,756 +23%
CWM
6
Cabot Wealth Management
Massachusetts
$5.54M +$916K +34,662 +20%
BCI
7
Brinker Capital Investments
Pennsylvania
$5.11M +$3.13M +118,332 +158%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$4.89M +$4.89M +184,866 New
CIBC World Market
9
CIBC World Market
Ontario, Canada
$3.69M +$3.69M +139,449 New
ACM
10
Avalon Capital Management
California
$3.67M -$82.6K -3,124 -2%
VKH
11
Virtu KCG Holdings
New York
$3.36M +$1.47M +55,512 +78%
MWM
12
Merriman Wealth Management
Washington
$3.26M +$1.39M +52,524 +74%
ADL
13
Asset Dedication LLC
California
$2.46M -$424 -16 -0%
LPL Financial
14
LPL Financial
California
$2.03M +$694K +26,149 +52%
Morgan Stanley
15
Morgan Stanley
New York
$1.76M +$1.6M +60,703 +1,063%
KL
16
Kinsight LLC
Alabama
$1.74M
TYCC
17
Texas Yale Capital Corp
Florida
$1.21M +$52.9K +2,000 +5%
Jane Street
18
Jane Street
New York
$1.16M +$1.16M +43,917 New
UCFA
19
United Capital Financial Advisors
Texas
$1.1M -$4.65K -176 -0.4%
FANJ
20
Financial Architects (New Jersey)
New Jersey
$1.03M +$160K +6,048 +18%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$921K +$921K +34,867 New
RJA
22
Raymond James & Associates
Florida
$888K +$888K +33,583 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$871K +$112K +4,238 +15%
OA
24
Opes Advisors
California
$833K +$143K +5,430 +21%
WCF
25
West Coast Financial
California
$745K -$65.3K -2,470 -8%