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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

199 hedge funds and large institutions have $606M invested in Schwab Emerging Markets Equity ETF in 2016 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 70 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+14
Holders Change %
+7.57%
% of All Funds
5.31%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
39
Increased
70
Reduced
68
Closed
24
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$263M
2
WF
2
WealthTrust Fairport
Ohio
$25M
3
KF
3
Krilogy Financial
Missouri
$10.8M
4
AWE
4
Avidian Wealth Enterprises
Texas
$7.88M
5
BlackRock
5
BlackRock
New York
$25.7M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
HCM
2
Hengehold Capital Management
Ohio
$324K
3
EK
3
Evensky & Katz
Florida
$3.03M
4
BO
4
BRR OpCo
Ohio
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$3.52M -$1.45M -69,622 -29%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$3.46M +$392K +18,855 +13%
SWA
28
Sutton Wealth Advisors
Florida
$3.33M +$3.33M +160,453 New
SFA
29
Sequoia Financial Advisors
Ohio
$3.3M -$1.77M -85,174 -35%
CMP
30
Courage Miller Partners
Virginia
$3.16M +$336K +16,188 +12%
EK
31
Evensky & Katz
Florida
$3.03M -$10.2M -489,669 -77%
PA
32
Planning Alternatives
Michigan
$2.99M -$478K -22,999 -14%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.89M -$1.32M -63,641 -31%
CWM
34
Cabot Wealth Management
Massachusetts
$2.81M -$623K -30,016 -18%
SBL
35
Sargent Bickham Lagudis
Colorado
$2.65M +$2.65M +127,752 New
ACM
36
Armbruster Capital Management
New York
$2.58M +$250K +12,036 +11%
PAI
37
Pittenger & Anderson Inc
Nebraska
$2.45M +$253K +12,189 +12%
RW
38
Rand Wealth
Maryland
$2.42M -$147K -7,060 -6%
FPCP
39
Fort Point Capital Partners
California
$2.35M +$2.35M +113,316 New
KKAMG
40
Kernodle & Katon Asset Management Group
Arkansas
$2.2M -$173K -8,324 -7%
ACM
41
Avalon Capital Management
California
$2.15M +$1.56M +75,308 +268%
OMC
42
Old Mission Capital
Illinois
$2.14M -$3.57M -171,847 -63%
Wells Fargo
43
Wells Fargo
California
$2.02M +$314K +15,117 +18%
PS
44
Portfolio Solutions
Michigan
$2M +$16.4K +789 +0.8%
EWM
45
Empirical Wealth Management
Washington
$1.92M +$326K +15,710 +21%
MAM
46
Marquette Asset Management
Minnesota
$1.91M +$15K +723 +0.8%
BCI
47
Brinker Capital Investments
Pennsylvania
$1.74M -$121K -5,847 -7%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.7M +$1.09M +52,655 +182%
BWM
49
BerganKDV Wealth Management
Minnesota
$1.68M +$1.68M +81,051 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$1.56M -$9.04M -435,467 -85%
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