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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

216 hedge funds and large institutions have $834M invested in Schwab Emerging Markets Equity ETF in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+14
Holders Change %
+6.93%
% of All Funds
5.77%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
25
Increased
100
Reduced
59
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$360M
2
AA
Apriem Advisors
California
$8.62M
3
AG
Appleton Group
Wisconsin
$6.7M
4
MWM
Merriman Wealth Management
Washington
$6.51M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$24.2M

Top Sellers

1
FWM
Frontier Wealth Management
Missouri
$536K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$562K
3
VKH
Virtu KCG Holdings
New York
$1.22M
4
FIM
Frontier Investment Management
Texas
$79.3M
5
GC
Garde Capital
Washington
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
51
BCWM LLC
Kansas
$1.75M -$2.02M -87,490 -54%
KKAMG
52
Kernodle & Katon Asset Management Group
Arkansas
$1.74M -$142K -6,170 -8%
OCM
53
One Capital Management
California
$1.74M +$178K +7,713 +11%
AWM
54
Avior Wealth Management
Nebraska
$1.66M +$2.49K +108 +0.1%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$1.61M -$23.3K -1,009 -1%
GC
56
Garde Capital
Washington
$1.57M -$3.07M -151,607 -66%
Mariner
57
Mariner
Kansas
$1.51M +$181K +7,817 +14%
OMC
58
Old Mission Capital
Illinois
$1.45M -$1.45M -62,845 -50%
BSB
59
Bangor Savings Bank
Maine
$1.44M +$29K +1,259 +2%
LFA
60
Landmark Financial Advisors
Kentucky
$1.43M +$75.7K +3,283 +6%
SFA
61
Sequoia Financial Advisors
Ohio
$1.41M -$2.2M -95,242 -61%
FANJ
62
Financial Architects (New Jersey)
New Jersey
$1.36M +$77.8K +3,372 +6%
FWP
63
FAS Wealth Partners
Kansas
$1.36M +$574K +24,873 +73%
HighTower Advisors
64
HighTower Advisors
Illinois
$1.33M +$16.1K +700 +1%
AA
65
Alesco Advisors
New York
$1.3M +$171K +7,417 +15%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$1.24M -$1.18M -51,207 -49%
AWM
67
AllSquare Wealth Management
New York
$1.23M +$170K +7,362 +16%
VKH
68
Virtu KCG Holdings
New York
$1.22M -$3.31M -143,540 -73%
IA
69
IFP Advisors
Florida
$1.21M +$345K +14,947 +40%
AFWA
70
Ancora Family Wealth Advisors
Ohio
$1.16M +$39.8K +1,725 +4%
Ameriprise
71
Ameriprise
Minnesota
$1.16M +$269K +11,640 +30%
Citigroup
72
Citigroup
New York
$1.16M – – –
BC
73
Bartlett & Co
Ohio
$1.11M -$321K -13,935 -23%
GAM
74
Gemmer Asset Management
California
$1.1M +$238K +10,314 +28%
TIM
75
Thompson Investment Management
Wisconsin
$1.07M – – –
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