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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.

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 %
AL
51
Aspiriant LLC
California
$1.55M +$1.55M +74,560 New
AWM
52
Avior Wealth Management
Nebraska
$1.49M +$166K +7,996 +13%
AIM
53
AMI Investment Management
Indiana
$1.4M +$18.4K +885 +1%
BSB
54
Bangor Savings Bank
Maine
$1.3M +$90.4K +4,350 +8%
B
55
Bailard
California
$1.29M +$1.29M +61,935 New
BC
56
Bartlett & Co
Ohio
$1.24M +$143K +6,885 +13%
HighTower Advisors
57
HighTower Advisors
Illinois
$1.22M -$227K -10,903 -16%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$1.22M -$63K -3,036 -5%
LFA
59
Landmark Financial Advisors
Kentucky
$1.14M +$273K +13,132 +32%
Mariner
60
Mariner
Kansas
$1.13M +$73.1K +3,518 +7%
FANJ
61
Financial Architects (New Jersey)
New Jersey
$1.13M -$29.1K -1,399 -3%
Citigroup
62
Citigroup
New York
$1.04M – – –
VFS
63
VSR Financial Services
Kansas
$1.02M -$403K -19,427 -28%
AA
64
Alesco Advisors
New York
$1.01M -$156K -7,499 -13%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$1.01M -$126K -6,065 -11%
AFWA
66
Ancora Family Wealth Advisors
Ohio
$998K +$215K +10,341 +27%
TIM
67
Thompson Investment Management
Wisconsin
$967K +$1.54K +74 +0.2%
HSA
68
HBK Sorce Advisory
Pennsylvania
$941K -$3.38M -162,689 -78%
BBPWM
69
Blue Bell Private Wealth Management
Pennsylvania
$938K -$8.01K -386 -0.8%
TCM
70
Tuttle Capital Management
Connecticut
$908K -$1.92K -97 -0.2%
FFA
71
Fragasso Financial Advisors
Pennsylvania
$872K -$8.24M -396,608 -90%
BCIM
72
Bishop & Co Investment Management
Pennsylvania
$821K +$4.3K +207 +0.5%
TPW
73
Tiller Private Wealth
Pennsylvania
$761K -$4.22M -203,456 -85%
BFPW
74
BOK Financial Private Wealth
Colorado
$739K +$19.7K +948 +3%
EWA
75
EP Wealth Advisors
California
$737K -$873K -42,005 -54%
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