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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 %
KKAMG
76
Kernodle & Katon Asset Management Group
Arkansas
$1.62M -$1.21K -56 -0.1%
BL
77
BCWM LLC
Kansas
$1.58M -$54.6K -2,534 -3%
MAS
78
Managed Account Services
Florida
$1.57M +$1.57M +72,843 New
ML
79
McAdam LLC
Pennsylvania
$1.54M +$1.54M +71,556 New
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$1.54M -$973 -44 -0.1%
FC
81
Financial Consulate
Maryland
$1.48M +$1.48M +68,675 New
BFPW
82
BOK Financial Private Wealth
Colorado
$1.45M +$559K +25,919 +63%
BCI
83
Brinker Capital Investments
Pennsylvania
$1.44M -$297K -13,757 -17%
BSB
84
Bangor Savings Bank
Maine
$1.42M +$72.9K +3,381 +5%
AWM
85
AllSquare Wealth Management
New York
$1.35M +$206K +9,550 +18%
IA
86
IFP Advisors
Florida
$1.35M +$216K +10,000 +19%
GAM
87
Gemmer Asset Management
California
$1.31M +$289K +13,393 +28%
AA
88
Alesco Advisors
New York
$1.29M +$66.6K +3,087 +5%
OMC
89
Old Mission Capital
Illinois
$1.28M -$76.4K -3,543 -6%
Ameriprise
90
Ameriprise
Minnesota
$1.26M +$167K +7,737 +15%
SFA
91
Sequoia Financial Advisors
Ohio
$1.18M -$144K -6,665 -11%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$1.15M +$379K +17,569 +49%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$1.11M +$1.11M +51,491 New
RC
94
Roundview Capital
New Jersey
$1.09M +$284K +13,166 +35%
AA
95
Ancora Advisors
Ohio
$1.09M +$1.09M +50,497 New
Citigroup
96
Citigroup
New York
$1.08M – – –
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$1.05M +$524K +24,308 +100%
BC
98
Bartlett & Co
Ohio
$1.03M +$1.62K +75 +0.2%
FA
99
Fortis Advisors
Pennsylvania
$1.02M +$1.02M +47,170 New
TIM
100
Thompson Investment Management
Wisconsin
$999K – – –
2 3
4
5 6