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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

168 hedge funds and large institutions have $397M invested in Schwab Emerging Markets Equity ETF in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-9
Holders Change %
-5.08%
% of All Funds
4.7%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
17
Increased
77
Reduced
57
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$118M
2
FFA
2
Fragasso Financial Advisors
Pennsylvania
$6.59M
3
BJ
3
Brouwer & Janachowski
California
$11.5M
4
EHPM
4
Emery Howard Portfolio Management
California
$11.2M
5
Wells Fargo
5
Wells Fargo
California
$5.56M

Top Sellers

1
SIAS
1
Shine Investment Advisory Services
Colorado
$0
2
KFA
2
Kays Financial Advisory
Georgia
$697K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.31M
4
TCM
4
Tradewinds Capital Management
Washington
$66K
5
GA
5
Gateway Advisory
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CNFG
76
Creegan & Nassoura Financial Group
New Hampshire
$666K -$3.04K -150 -0.5%
AFWA
77
Ancora Family Wealth Advisors
Ohio
$628K +$628K +31,047 New
GHA
78
GW Henssler & Associates
Georgia
$621K +$39.9K +1,973 +7%
HSA
79
HBK Sorce Advisory
Pennsylvania
$611K +$306K +15,156 +101%
GAM
80
Gemmer Asset Management
California
$608K +$61.9K +3,063 +11%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$593K +$161K +7,983 +37%
NIC
82
Northwest Investment Counselors
Oregon
$572K +$32.4K +1,600 +6%
CPIG
83
Chicago Partners Investment Group
Illinois
$559K -$50.1K -2,482 -8%
VCP
84
Vista Capital Partners
Oregon
$549K +$130K +6,411 +31%
CCA
85
Cobblestone Capital Advisors
New York
$537K -$205K -10,135 -28%
VNA
86
Valley National Advisers
Pennsylvania
$515K -$12.3K -606 -2%
DWM
87
Destination Wealth Management
California
$485K -$74.5K -3,681 -13%
RIM
88
Regent Investment Management
Kentucky
$480K +$162K +8,000 +51%
BHTS
89
Bar Harbor Trust Services
Maine
$467K +$21K +1,038 +5%
MIAN
90
Mariner Independent Advisor Network
Kansas
$465K +$43K +2,125 +10%
SIA
91
Starfire Investment Advisers
Michigan
$450K +$28.9K +1,430 +7%
CFA
92
Cahill Financial Advisors
Minnesota
$424K -$118K -5,815 -22%
SC
93
Savant Capital
Illinois
$397K +$86.3K +4,267 +28%
CCM
94
Condor Capital Management
New Jersey
$392K +$2.24K +111 +0.6%
SIC
95
Salem Investment Counselors
North Carolina
$391K +$75.8K +3,785 +24%
SWM
96
Stockman Wealth Management
Montana
$365K +$7.31K +361 +2%
BWA
97
Burt Wealth Advisors
Maryland
$351K +$7.83K +387 +2%
B
98
Bailard
California
$347K -$140K -6,914 -29%
SFM
99
Signature Financial Management
Virginia
$346K -$147K -7,309 -30%
TIM
100
Tortoise Investment Management
New York
$334K -$173K -8,525 -34%
2 3
4
5 6