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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

244 hedge funds and large institutions have $911M invested in Schwab Emerging Markets Equity ETF in 2016 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 124 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+28
Holders Change %
+12.96%
% of All Funds
6.11%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.43%
New
51
Increased
124
Reduced
41
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$375M
2
ACM
2
Alpha Capital Management
Texas
$15.9M
3
WF
3
WealthTrust Fairport
Ohio
$41M
4
PFG
4
Piershale Financial Group
Illinois
$10.7M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$10.6M

Top Sellers

1
AG
1
Appleton Group
Wisconsin
$0
2
MWM
2
Merriman Wealth Management
Washington
$0
3
Wells Fargo
3
Wells Fargo
California
$1.93M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$5.78M +$241K +11,190 +4%
GC
27
Garde Capital
Washington
$5.34M +$3.67M +170,266 +220%
NSAM
28
North Star Asset Management
Wisconsin
$4.96M -$3.47K -161 -0.1%
WAM
29
Wealthspire Advisors (Maryland)
Maryland
$4.91M -$56.2K -2,608 -1%
JWA
30
JFS Wealth Advisors
Pennsylvania
$4.64M +$1.29M +59,760 +38%
RPGK
31
Retirement Planning Group (Kansas)
Kansas
$4.6M +$810K +37,574 +21%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$4.35M +$205K +9,502 +5%
CWM
33
Cabot Wealth Management
Massachusetts
$4.03M +$1.09M +50,380 +37%
BWM
34
BerganKDV Wealth Management
Minnesota
$4.02M +$122K +5,667 +3%
HighTower Advisors
35
HighTower Advisors
Illinois
$3.97M +$2.72M +125,874 +217%
CMP
36
Courage Miller Partners
Virginia
$3.66M +$241K +11,171 +7%
SWA
37
Sutton Wealth Advisors
Florida
$3.55M +$8.5K +394 +0.2%
PAI
38
Pittenger & Anderson Inc
Nebraska
$3.55M +$186K +8,621 +6%
FTUS
39
Flow Traders U.S.
New York
$3.52M +$3.52M +163,138 New
SWM
40
SigFig Wealth Management
California
$3.5M +$3.5M +160,803 New
Mariner
41
Mariner
Kansas
$3.05M +$1.64M +76,009 +116%
SBL
42
Sargent Bickham Lagudis
Colorado
$3M -$1.1M -50,895 -27%
SG
43
Strid Group
Pennsylvania
$2.98M +$2.98M +138,275 New
MG
44
Mather Group
Illinois
$2.96M +$2.96M +137,253 New
GC
45
Grimes & Company
Massachusetts
$2.91M +$46.3K +2,147 +2%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$2.91M +$807K +37,439 +38%
PA
47
Planning Alternatives
Michigan
$2.9M -$74.6K -3,461 -3%
EK
48
Evensky & Katz
Florida
$2.88M +$187K +8,656 +7%
ACM
49
Armbruster Capital Management
New York
$2.86M +$33.9K +1,574 +1%
AL
50
Aspiriant LLC
California
$2.82M -$71.7K -3,325 -2%
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