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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.

New
Increased
Maintained
Reduced
Closed
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 %
MAM
51
Marquette Asset Management
Minnesota
$1.86M -$98.2K -4,611 -5%
KKAMG
52
Kernodle & Katon Asset Management Group
Arkansas
$1.74M -$518K -24,342 -23%
AIM
53
AMI Investment Management
Indiana
$1.56M +$127K +5,955 +9%
AWM
54
Avior Wealth Management
Nebraska
$1.53M +$9.86K +463 +0.6%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$1.5M -$100K -4,705 -6%
B
56
Bailard
California
$1.44M +$126K +5,910 +10%
BCI
57
Brinker Capital Investments
Pennsylvania
$1.44M -$344K -16,137 -19%
OCM
58
One Capital Management
California
$1.44M +$98.2K +4,614 +7%
BC
59
Bartlett & Co
Ohio
$1.32M +$47.1K +2,214 +4%
BSB
60
Bangor Savings Bank
Maine
$1.3M -$24.1K -1,131 -2%
LFA
61
Landmark Financial Advisors
Kentucky
$1.25M +$81.7K +3,839 +7%
Mariner
62
Mariner
Kansas
$1.23M +$67.5K +3,170 +6%
HighTower Advisors
63
HighTower Advisors
Illinois
$1.22M -$27.4K -1,287 -2%
FANJ
64
Financial Architects (New Jersey)
New Jersey
$1.18M +$25.7K +1,205 +2%
Citigroup
65
Citigroup
New York
$1.07M – – –
AA
66
Alesco Advisors
New York
$1.05M +$14K +658 +1%
AFWA
67
Ancora Family Wealth Advisors
Ohio
$1.04M +$15.3K +719 +1%
TCM
68
Tuttle Capital Management
Connecticut
$988K – – –
TIM
69
Thompson Investment Management
Wisconsin
$987K -$4.79K -225 -0.5%
AWM
70
AllSquare Wealth Management
New York
$977K +$246K +11,551 +34%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$968K -$280K -13,138 -22%
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$912K -$50.7K -2,380 -5%
BCIM
73
Bishop & Co Investment Management
Pennsylvania
$883K +$40.9K +1,920 +5%
Ameriprise
74
Ameriprise
Minnesota
$826K +$300K +14,080 +57%
RIM
75
Regent Investment Management
Kentucky
$812K +$102K +4,800 +14%
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