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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 %
FFA
76
Fragasso Financial Advisors
Pennsylvania
$801K -$92.2K -4,330 -10%
DPA
77
Delphi Private Advisors
California
$801K +$447K +20,985 +126%
IA
78
IFP Advisors
Florida
$801K +$801K +37,600 New
GAM
79
Gemmer Asset Management
California
$792K +$64.8K +3,045 +9%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$730K -$302K -14,185 -29%
NIC
81
Northwest Investment Counselors
Oregon
$728K +$121K +5,695 +20%
RC
82
Roundview Capital
New Jersey
$725K -$2.53K -119 -0.3%
TYCC
83
Texas Yale Capital Corp
Florida
$723K +$61.8K +2,900 +9%
FWP
84
FAS Wealth Partners
Kansas
$722K +$722K +33,915 New
BFPW
85
BOK Financial Private Wealth
Colorado
$706K -$51K -2,399 -7%
SHJ
86
Sharkey, Howes & Javer
Colorado
$690K +$265K +12,447 +62%
MAS
87
Madden Advisory Services
Florida
$667K -$2.98K -140 -0.4%
CNFG
88
Creegan & Nassoura Financial Group
New Hampshire
$660K -$21.3K -1,000 -3%
CC
89
Callan Capital
California
$640K -$3.83K -180 -0.6%
3AM
90
3D Asset Management
Connecticut
$605K -$135K -6,350 -18%
CCA
91
Clearwater Capital Advisors
Illinois
$587K +$587K +27,948 New
CA
92
Capital Advantage
California
$581K -$20.9K -984 -3%
MWAC
93
Mariner Wealth Advisors (Cincinnati)
Ohio
$575K +$12.4K +583 +2%
SFG
94
StrategIQ Financial Group
Indiana
$542K -$23.3K -1,094 -4%
GIA
95
GHP Investment Advisors
Colorado
$530K +$63K +2,955 +13%
Creative Planning
96
Creative Planning
Kansas
$530K +$438K +20,590 +478%
RCAG
97
Rehmann Capital Advisory Group
Michigan
$507K – – –
LTFS
98
Ladenburg Thalmann Financial Services
Florida
$504K +$136K +6,420 +37%
MFS
99
MSI Financial Services
Massachusetts
$497K +$52.1K +2,445 +12%
ACM
100
Avalon Capital Management
California
$476K -$1.72M -81,060 -78%
2 3
4
5 6