SCHE icon

Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

168 hedge funds and large institutions have $397M invested in Schwab Emerging Markets Equity ETF in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-9
Holders Change %
-5.08%
% of All Funds
4.7%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
17
Increased
77
Reduced
57
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$118M
2
FFA
2
Fragasso Financial Advisors
Pennsylvania
$6.59M
3
BJ
3
Brouwer & Janachowski
California
$11.5M
4
EHPM
4
Emery Howard Portfolio Management
California
$11.2M
5
Wells Fargo
5
Wells Fargo
California
$5.56M

Top Sellers

1
SIAS
1
Shine Investment Advisory Services
Colorado
$0
2
KFA
2
Kays Financial Advisory
Georgia
$697K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.31M
4
TCM
4
Tradewinds Capital Management
Washington
$66K
5
GA
5
Gateway Advisory
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$3.57M +$3.57M +176,589 New
CWM
27
Cabot Wealth Management
Massachusetts
$3.16M -$7.34K -363 -0.2%
RPGK
28
Retirement Planning Group (Kansas)
Kansas
$2.69M +$265K +13,083 +11%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2.66M +$2.66M +131,663 New
FIM
30
Frontier Investment Management
Texas
$2.66M +$817K +40,405 +44%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$2.63M -$1.1M -54,294 -29%
CMP
32
Courage Miller Partners
Virginia
$2.53M +$905K +44,743 +56%
VFS
33
VSR Financial Services
Kansas
$2.53M +$373K +18,421 +17%
EWM
34
Empirical Wealth Management
Washington
$2.34M -$703K -34,788 -23%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.31M -$6.6M -326,394 -74%
EK
36
Evensky & Katz
Florida
$2M +$112K +5,566 +6%
AHS
37
Aspiriant Holdings S3
California
$1.92M +$295K +14,600 +18%
MAM
38
Marquette Asset Management
Minnesota
$1.91M +$121 +6 +0%
PAI
39
Pittenger & Anderson Inc
Nebraska
$1.89M +$1.14M +56,411 +152%
RBC
40
Roble Belko & Company
Pennsylvania
$1.7M +$1.61M +79,629 +1,738%
GC
41
Garde Capital
Washington
$1.57M +$666K +32,954 +74%
BCI
42
Brinker Capital Investments
Pennsylvania
$1.55M +$202K +9,975 +15%
OCM
43
One Capital Management
California
$1.54M +$37.1K +1,837 +2%
AIM
44
AMI Investment Management
Indiana
$1.46M +$22K +1,090 +2%
Morgan Stanley
45
Morgan Stanley
New York
$1.46M -$708K -35,013 -33%
FANJ
46
Financial Architects (New Jersey)
New Jersey
$1.37M -$97.3K -4,813 -7%
AWM
47
Avior Wealth Management
Nebraska
$1.36M +$155K +7,666 +13%
PA
48
Planning Alternatives
Michigan
$1.34M -$55.7K -2,752 -4%
HighTower Advisors
49
HighTower Advisors
Illinois
$1.31M +$299K +14,807 +30%
EWA
50
EP Wealth Advisors
California
$1.24M +$1.24M +61,117 New
1
2
3 4 5