SCHE icon

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 %
TCM
76
Tuttle Capital Management
Connecticut
$1.06M – – –
BCIM
77
Bishop & Co Investment Management
Pennsylvania
$970K +$14.1K +612 +1%
BBPWM
78
Blue Bell Private Wealth Management
Pennsylvania
$956K -$31.5K -1,365 -3%
BFPW
79
BOK Financial Private Wealth
Colorado
$950K +$185K +8,002 +24%
RIM
80
Regent Investment Management
Kentucky
$880K +$346 +15 +0%
NIC
81
Northwest Investment Counselors
Oregon
$876K +$87.6K +3,800 +11%
RC
82
Roundview Capital
New Jersey
$861K +$75.4K +3,271 +10%
PAG
83
Pinnacle Advisory Group
Maryland
$857K +$857K +37,332 New
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$823K -$225K -9,757 -21%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$816K +$25.7K +1,113 +3%
TYCC
86
Texas Yale Capital Corp
Florida
$783K – – –
IWM
87
Integrated Wealth Management
California
$749K +$308K +13,343 +70%
MAS
88
Madden Advisory Services
Florida
$734K +$10.8K +469 +1%
SHJ
89
Sharkey, Howes & Javer
Colorado
$718K -$28.9K -1,254 -4%
CNFG
90
Creegan & Nassoura Financial Group
New Hampshire
$715K – – –
GIA
91
GHP Investment Advisors
Colorado
$710K +$136K +5,901 +24%
CC
92
Callan Capital
California
$700K +$7.08K +307 +1%
PAM
93
Peak Asset Management
Colorado
$673K +$311K +13,480 +86%
PSUF
94
People's United Financial
Connecticut
$650K +$282K +12,202 +76%
CA
95
Capital Advantage
California
$630K – – –
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$577K +$30.6K +1,326 +6%
FFA
97
Fragasso Financial Advisors
Pennsylvania
$565K -$303K -13,131 -35%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$562K -$4.04M -175,199 -88%
SFG
99
StrategIQ Financial Group
Indiana
$562K -$25.4K -1,103 -4%
MWAC
100
Mariner Wealth Advisors (Cincinnati)
Ohio
$560K -$62.2K -2,696 -10%
2 3
4
5 6