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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 %
WCWM
51
Wooster Corthell Wealth Management
Connecticut
$2.82M +$78.5K +3,640 +3%
Creative Planning
52
Creative Planning
Kansas
$2.78M +$1.09M +50,541 +65%
PS
53
Portfolio Solutions
Michigan
$2.53M -$26.6K -1,235 -1%
RW
54
Rand Wealth
Maryland
$2.43M -$21.6K -1,000 -0.9%
NCM
55
Novare Capital Management
North Carolina
$2.36M +$2.36M +109,619 New
EWM
56
Empirical Wealth Management
Washington
$2.3M +$216K +10,005 +10%
B
57
Bailard
California
$2.18M -$171K -7,910 -7%
AI
58
Atria Investments
North Carolina
$2.17M +$1.85M +85,670 +565%
FPCP
59
Fort Point Capital Partners
California
$2.14M -$99.9K -4,411 -4%
VIA
60
Vident Investment Advisory
Georgia
$2.14M +$87K +4,035 +4%
LPIC
61
LeJeune Puetz Investment Counsel
Michigan
$2.09M +$2.09M +96,887 New
Brown Advisory
62
Brown Advisory
Maryland
$2.07M – – –
FANJ
63
Financial Architects (New Jersey)
New Jersey
$1.97M +$700K +32,469 +55%
Wells Fargo
64
Wells Fargo
California
$1.93M -$1.59M -73,823 -45%
UCFA
65
United Capital Financial Advisors
Texas
$1.91M +$30.7K +1,425 +2%
MAM
66
Marquette Asset Management
Minnesota
$1.87M -$36.9K -1,711 -2%
PFA
67
Pinnacle Family Advisors
Missouri
$1.87M +$1.87M +86,548 New
AIP
68
Almanack Investment Partners
Pennsylvania
$1.81M +$1.81M +83,829 New
FWP
69
FAS Wealth Partners
Kansas
$1.77M +$506K +23,484 +40%
BWP
70
BSW Wealth Partners
Colorado
$1.77M +$1.76M +81,553 +14,282%
AIM
71
AMI Investment Management
Indiana
$1.72M +$34K +1,576 +2%
OCM
72
One Capital Management
California
$1.71M +$89.1K +4,134 +5%
AWM
73
Avior Wealth Management
Nebraska
$1.7M +$146K +6,765 +9%
LFA
74
Landmark Financial Advisors
Kentucky
$1.65M +$314K +14,570 +24%
FWM
75
Frontier Wealth Management
Missouri
$1.65M +$1.15M +53,119 +228%
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