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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

199 hedge funds and large institutions have $606M invested in Schwab Emerging Markets Equity ETF in 2016 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 70 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+14
Holders Change %
+7.57%
% of All Funds
5.31%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
39
Increased
70
Reduced
68
Closed
24
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$263M
2
WF
2
WealthTrust Fairport
Ohio
$25M
3
KF
3
Krilogy Financial
Missouri
$10.8M
4
AWE
4
Avidian Wealth Enterprises
Texas
$7.88M
5
BlackRock
5
BlackRock
New York
$25.7M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
HCM
2
Hengehold Capital Management
Ohio
$324K
3
EK
3
Evensky & Katz
Florida
$3.03M
4
BO
4
BRR OpCo
Ohio
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
101
Sharkey, Howes & Javer
Colorado
$415K -$45.6K -2,195 -10%
BW
102
Bison Wealth
Georgia
$407K +$407K +19,606 New
CPIG
103
Chicago Partners Investment Group
Illinois
$400K -$68.6K -3,303 -15%
VCP
104
Vista Capital Partners
Oregon
$389K +$18.2K +879 +5%
TF
105
Trutina Financial
Washington
$385K +$385K +18,522 New
HC
106
HHG & Company
Connecticut
$364K +$364K +17,529 New
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$359K +$144K +6,939 +67%
VNA
108
Valley National Advisers
Pennsylvania
$357K -$10.7K -513 -3%
CFA
109
Cahill Financial Advisors
Minnesota
$357K +$4.6K +221 +1%
TIM
110
Tortoise Investment Management
New York
$357K +$33.9K +1,631 +10%
SWM
111
Stockman Wealth Management
Montana
$356K +$769 +37 +0.2%
SCM
112
SOL Capital Management
Maryland
$352K +$20K +962 +6%
CWM
113
Confluence Wealth Management
Oregon
$347K +$347K +16,709 New
DPA
114
Delphi Private Advisors
California
$345K -$1.86M -89,462 -84%
HCM
115
Hengehold Capital Management
Ohio
$324K -$10.8M -522,323 -97%
EVC
116
Eidelman Virant Capital
Missouri
$321K +$2.99K +145 +0.9%
SIA
117
Starfire Investment Advisers
Michigan
$318K -$29.2K -1,405 -8%
RBC
118
Roble Belko & Company
Pennsylvania
$308K -$909K -43,718 -75%
NB
119
Nicolet Bankshares
Wisconsin
$308K +$14.5K +700 +5%
BWP
120
BSW Wealth Partners
Colorado
$302K +$302K +14,518 New
GG
121
Gofen & Glossberg
Illinois
$297K +$21.1K +1,015 +8%
PFA
122
Pure Financial Advisors
California
$295K +$295K +14,170 New
ECM
123
Ensemble Capital Management
California
$294K +$294K +14,160 New
LIM
124
Leavell Investment Management
Alabama
$287K -$5.32K -256 -2%
GMA
125
Goldstein Munger & Associates
California
$285K +$285K +13,725 New
3 4
5
6 7