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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 %
BWA
101
Burt Wealth Advisors
Maryland
$417K +$15.7K +637 +4%
CA
102
Capital Advantage
California
$412K +$124K +5,041 +43%
CWM
103
Concert Wealth Management
California
$412K +$155K +6,277 +61%
PMG
104
ProVise Management Group
Florida
$405K -$22K -895 -5%
VF
105
Virtu Financial
New York
$399K +$83.1K +3,380 +26%
NDSI
106
Newman Dignan & Sheerar Inc
Rhode Island
$394K +$8.48K +345 +2%
SIC
107
Salem Investment Counselors
North Carolina
$387K +$9.83K +400 +3%
RIM
108
Regent Investment Management
Kentucky
$386K -$31.9K -1,300 -8%
SC
109
Savant Capital
Illinois
$377K +$48.9K +1,992 +15%
HSA
110
HBK Sorce Advisory
Pennsylvania
$370K -$2.6K -106 -0.7%
BCMO
111
Buckingham Capital Management (Ohio)
Ohio
$362K +$10K +406 +3%
AA
112
Apriem Advisors
California
$352K +$91.3K +3,711 +35%
SFG
113
Sage Financial Group
Pennsylvania
$331K +$331K +13,457 New
CA
114
Cambridge Advisors
Nebraska
$328K +$38.6K +1,570 +13%
YMRC
115
Yorktown Management & Research Company
Virginia
$327K – – –
FF
116
Friedenthal Financial
New Jersey
$320K -$16.9K -690 -5%
MFS
117
MSI Financial Services
Massachusetts
$317K +$96.1K +3,906 +43%
PWM
118
Perigon Wealth Management
California
$311K +$311K +12,671 New
CG
119
Colony Group
Massachusetts
$308K -$368K -14,986 -54%
AIM
120
Aspen Investment Management
Michigan
$285K +$35.9K +1,460 +14%
UBS AM
121
UBS AM
Illinois
$280K -$109K -4,431 -28%
LIM
122
Leavell Investment Management
Alabama
$273K +$273K +11,122 New
BSW
123
Buckingham Strategic Wealth
Missouri
$270K +$13.2K +539 +5%
IC
124
InterOcean Capital
Illinois
$268K -$542 -22 -0.2%
TCM
125
Twele Capital Management
Minnesota
$250K +$250K +10,158 New
3 4
5
6 7