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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

202 hedge funds and large institutions have $664M invested in Schwab Emerging Markets Equity ETF in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
202
Holders Change
+3
Holders Change %
+1.51%
% of All Funds
5.4%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.29%
New
24
Increased
81
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$309M
2
PAM
2
Premier Asset Management
Illinois
$6.59M
3
VKH
3
Virtu KCG Holdings
New York
$4.18M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.25M
5
GC
5
Grimes & Company
Massachusetts
$2.72M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$0
2
DWM
2
Destination Wealth Management
California
$316K
3
BL
3
BCWM LLC
Kansas
$3.48M
4
LPL Financial
4
LPL Financial
California
$1.89M
5
ACM
5
Avalon Capital Management
California
$476K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
26
Sutton Wealth Advisors
Florida
$3.42M +$5.64K +265 +0.2%
JWA
27
JFS Wealth Advisors
Pennsylvania
$3.38M -$472K -22,182 -12%
SFA
28
Sequoia Financial Advisors
Ohio
$3.33M -$51.3K -2,410 -2%
CMP
29
Courage Miller Partners
Virginia
$3.33M +$84.8K +3,982 +3%
PAI
30
Pittenger & Anderson Inc
Nebraska
$3.12M +$605K +28,434 +24%
PA
31
Planning Alternatives
Michigan
$3M -$65.3K -3,068 -2%
BWM
32
BerganKDV Wealth Management
Minnesota
$2.95M +$1.23M +57,564 +71%
CWM
33
Cabot Wealth Management
Massachusetts
$2.9M +$15.7K +739 +0.5%
UCFA
34
United Capital Financial Advisors
Texas
$2.87M -$687K -32,703 -19%
EK
35
Evensky & Katz
Florida
$2.84M -$268K -12,570 -9%
ACM
36
Armbruster Capital Management
New York
$2.83M +$182K +8,525 +7%
GC
37
Grimes & Company
Massachusetts
$2.72M +$2.72M +127,757 New
OMC
38
Old Mission Capital
Illinois
$2.67M +$484K +22,720 +22%
WCWM
39
Wooster Corthell Wealth Management
Connecticut
$2.61M +$2.61M +122,499 New
RW
40
Rand Wealth
Maryland
$2.43M -$50.3K -2,363 -2%
SBL
41
Sargent Bickham Lagudis
Colorado
$2.37M -$354K -16,627 -13%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$2.23M -$726K -34,084 -25%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$2.16M +$422K +19,835 +24%
FPCP
44
Fort Point Capital Partners
California
$2.09M -$319K -14,967 -13%
EWM
45
Empirical Wealth Management
Washington
$2.09M +$129K +6,043 +7%
Brown Advisory
46
Brown Advisory
Maryland
$2.05M +$2.05M +96,188 New
PS
47
Portfolio Solutions
Michigan
$2.02M -$36K -1,692 -2%
AL
48
Aspiriant LLC
California
$1.93M +$96.2K +3,915 +5%
Wells Fargo
49
Wells Fargo
California
$1.91M -$160K -7,535 -8%
LPL Financial
50
LPL Financial
California
$1.89M -$2.23M -106,042 -54%
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