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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

177 hedge funds and large institutions have $448M invested in Schwab Emerging Markets Equity ETF in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 7 closing their positions.

Holders
177
Holders Change
+13
Holders Change %
+7.93%
% of All Funds
4.77%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
21
Increased
98
Reduced
40
Closed
7
Calls
$211K
Puts
–
Net Calls
+$211K
Net Calls Change
+$211K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$115M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$10.8M
3
F
3
FutureAdvisor
California
$20.7M
4
TCM
4
Tradewinds Capital Management
Washington
$6.71M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$12.6M

Top Sellers

1
CMP
1
Courage Miller Partners
Virginia
$1.98M
2
ACM
2
Avalon Capital Management
California
$0
3
CWM
3
Cabot Wealth Management
Massachusetts
$3.84M
4
EWA
4
EP Wealth Advisors
California
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cabot Wealth Management
Massachusetts
$3.84M -$546K -22,224 -12%
HCM
27
Hengehold Capital Management
Ohio
$3.83M -$77.2K -3,141 -2%
EWM
28
Empirical Wealth Management
Washington
$3.7M +$24.4K +991 +0.7%
LPL Financial
29
LPL Financial
California
$3.31M +$1.06M +43,992 +47%
Bank of America
30
Bank of America
North Carolina
$3.14M +$234K +9,532 +8%
RPGK
31
Retirement Planning Group (Kansas)
Kansas
$2.95M +$106K +4,293 +4%
GA
32
Gateway Advisory
New Jersey
$2.95M +$247K +10,036 +9%
LYV
33
Live Your Vision
Pennsylvania
$2.69M +$566K +23,160 +27%
Morgan Stanley
34
Morgan Stanley
New York
$2.64M +$855K +34,788 +48%
VFS
35
VSR Financial Services
Kansas
$2.62M +$1.46M +59,547 +126%
Goldman Sachs
36
Goldman Sachs
New York
$2.34M +$2.34M +95,359 New
MAM
37
Marquette Asset Management
Minnesota
$2.32M -$2.19K -89 -0.1%
EK
38
Evensky & Katz
Florida
$2.29M +$30.3K +1,233 +1%
FIM
39
Frontier Investment Management
Texas
$2.24M +$548K +22,300 +32%
CMP
40
Courage Miller Partners
Virginia
$1.98M -$1.91M -77,581 -49%
AHS
41
Aspiriant Holdings S3
California
$1.97M +$935K +38,040 +90%
UBS Group
42
UBS Group
Switzerland
$1.94M +$1.78M +72,624 +1,181%
OCM
43
One Capital Management
California
$1.83M +$105K +4,277 +6%
FANJ
44
Financial Architects (New Jersey)
New Jersey
$1.79M +$1.27M +51,567 +243%
AIM
45
AMI Investment Management
Indiana
$1.75M +$420K +17,072 +31%
GC
46
Grimes & Company
Massachusetts
$1.75M +$1.75M +71,060 New
HB
47
Homrich & Berg
Georgia
$1.72M +$61.6K +2,507 +4%
Wells Fargo
48
Wells Fargo
California
$1.7M +$972K +39,520 +133%
PA
49
Planning Alternatives
Michigan
$1.7M +$65.8K +2,677 +4%
BCI
50
Brinker Capital Investments
Pennsylvania
$1.64M -$39.2K -1,596 -2%
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