SCHE icon

Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

177 hedge funds and large institutions have $448M invested in Schwab Emerging Markets Equity ETF in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+13
Holders Change %
+7.93%
% of All Funds
4.77%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
21
Increased
98
Reduced
40
Closed
7
Calls
$211K
Puts
–
Net Calls
+$211K
Net Calls Change
+$211K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$115M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$10.8M
3
F
3
FutureAdvisor
California
$20.7M
4
TCM
4
Tradewinds Capital Management
Washington
$6.71M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$12.6M

Top Sellers

1
CMP
1
Courage Miller Partners
Virginia
$1.98M
2
ACM
2
Avalon Capital Management
California
$0
3
CWM
3
Cabot Wealth Management
Massachusetts
$3.84M
4
EWA
4
EP Wealth Advisors
California
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
76
Chicago Partners Investment Group
Illinois
$741K -$62.4K -2,537 -8%
FTUS
77
Flow Traders U.S.
New York
$715K +$715K +29,079 New
GHA
78
GW Henssler & Associates
Georgia
$707K +$140K +5,678 +25%
DWM
79
Destination Wealth Management
California
$680K +$169K +6,860 +33%
GWM
80
Gupta Wealth Management
California
$675K +$291K +11,835 +76%
Ameriprise
81
Ameriprise
Minnesota
$672K +$216K +8,800 +47%
GAM
82
Gemmer Asset Management
California
$664K -$186K -7,560 -22%
CFA
83
Cahill Financial Advisors
Minnesota
$659K +$47K +1,910 +8%
NIC
84
Northwest Investment Counselors
Oregon
$656K +$75K +3,050 +13%
VNA
85
Valley National Advisers
Pennsylvania
$641K -$14.8K -601 -2%
TIM
86
Tortoise Investment Management
New York
$615K +$27.4K +1,113 +5%
SFM
87
Signature Financial Management
Virginia
$602K +$35.9K +1,460 +6%
B
88
Bailard
California
$591K +$208K +8,482 +54%
BHTS
89
Bar Harbor Trust Services
Maine
$542K +$202K +8,220 +59%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$524K +$33.6K +1,367 +7%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$523K +$141K +5,756 +37%
MIAN
92
Mariner Independent Advisor Network
Kansas
$513K +$1.77K +72 +0.3%
SIA
93
Starfire Investment Advisers
Michigan
$512K +$169K +6,895 +49%
VCP
94
Vista Capital Partners
Oregon
$509K +$30.1K +1,226 +6%
CCM
95
Condor Capital Management
New Jersey
$474K +$13.3K +541 +3%
Creative Planning
96
Creative Planning
Kansas
$463K +$44.1K +1,796 +11%
WSTAM
97
Wilbanks Smith & Thomas Asset Management
Virginia
$459K +$25 +1 +0%
ECM
98
Ensemble Capital Management
California
$447K – – –
SWM
99
Stockman Wealth Management
Montana
$434K +$2.36K +96 +0.5%
EVC
100
Eidelman Virant Capital
Missouri
$429K +$37K +1,506 +9%
2 3
4
5 6