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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

264 hedge funds and large institutions have $1.21B invested in Schwab Emerging Markets Equity ETF in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 59 reducing their positions, and 16 closing their positions.

Holders
264
Holders Change
+20
Holders Change %
+8.2%
% of All Funds
6.58%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.52%
New
41
Increased
132
Reduced
59
Closed
16
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$483M
2
FTUS
2
Flow Traders U.S.
New York
$41.2M
3
OMC
3
Old Mission Capital
Illinois
$23.6M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$19.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$41.5M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.58M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$9.11M
4
PFA
4
Pinnacle Family Advisors
Missouri
$0
5
BlackRock
5
BlackRock
New York
$26.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Cabot Wealth Management
Massachusetts
$6.57M 274,094 +87,067 +47%
KBFS
27
Kohmann Bosshard Financial Services
Ohio
$6.4M 266,846 +9,743 +4%
IFS
28
Ifrah Financial Services
Arkansas
$6.33M 264,148 -4,053 -2%
Wells Fargo
29
Wells Fargo
California
$6.19M 258,099 +168,452 +188%
NSAM
30
North Star Asset Management
Wisconsin
$5.83M 243,165 +12,916 +6%
GC
31
Garde Capital
Washington
$5.79M 241,467 -6,347 -3%
WAM
32
Wealthspire Advisors (Maryland)
Maryland
$5.69M 237,565 +9,954 +4%
AI
33
Atria Investments
North Carolina
$5.43M 226,545 +125,718 +125%
RPGK
34
Retirement Planning Group (Kansas)
Kansas
$5.37M 223,905 +10,774 +5%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$5.18M 216,222 +14,649 +7%
SBL
36
Sargent Bickham Lagudis
Colorado
$4.93M 205,683 +66,741 +48%
FC
37
Financial Consulate
Maryland
$4.84M 201,775 +133,100 +194%
AG
38
Appleton Group
Wisconsin
$4.69M 195,832 +195,832 New
JWA
39
JFS Wealth Advisors
Pennsylvania
$4.64M 215,306 – –
Morgan Stanley
40
Morgan Stanley
New York
$4.58M 190,898 -290,233 -60%
AWMG
41
Alliance Wealth Management Group
New Jersey
$4.46M 182,248 +182,248 New
HighTower Advisors
42
HighTower Advisors
Illinois
$4.35M 181,596 -2,378 -1%
PAI
43
Pittenger & Anderson Inc
Nebraska
$4.19M 174,746 +10,191 +6%
CONA
44
Capital One National Association
New York
$4.14M 172,592 +172,592 New
SWA
45
Sutton Wealth Advisors
Florida
$4.1M 171,200 +6,395 +4%
Creative Planning
46
Creative Planning
Kansas
$3.9M 162,602 +33,730 +26%
SWM
47
SigFig Wealth Management
California
$3.87M 161,627 +824 +0.5%
GAM
48
Gemmer Asset Management
California
$3.85M 160,588 +99,679 +164%
MG
49
Mather Group
Illinois
$3.59M 149,845 +12,592 +9%
NCM
50
Novare Capital Management
North Carolina
$3.41M 142,059 +32,440 +30%
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