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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 %
GHA
101
GW Henssler & Associates
Georgia
$463K -$45.2K -2,125 -9%
HSA
102
HBK Sorce Advisory
Pennsylvania
$449K -$517K -24,249 -54%
BHTS
103
Bar Harbor Trust Services
Maine
$436K -$137K -6,430 -24%
BWP
104
BSW Wealth Partners
Colorado
$433K +$124K +5,816 +40%
CI
105
Clal Insurance
Israel
$431K +$3.6K +169 +0.8%
VCP
106
Vista Capital Partners
Oregon
$427K +$28.5K +1,341 +7%
BW
107
Bison Wealth
Georgia
$423K +$6.04K +284 +1%
TF
108
Trutina Financial
Washington
$422K +$28.1K +1,322 +7%
SFM
109
Signature Financial Management
Virginia
$416K -$31.7K -1,489 -7%
TIM
110
Tortoise Investment Management
New York
$416K +$50K +2,349 +14%
CPIG
111
Chicago Partners Investment Group
Illinois
$408K -$2.58K -121 -0.6%
IWM
112
Integrated Wealth Management
California
$408K +$379K +17,797 +1,318%
LIM
113
Leavell Investment Management
Alabama
$394K +$99.9K +4,691 +34%
MMA
114
Miracle Mile Advisors
California
$393K +$393K +17,776 New
SCM
115
SOL Capital Management
Maryland
$370K +$8.51K +399 +2%
CFA
116
Cahill Financial Advisors
Minnesota
$365K -$1.02K -48 -0.3%
MIAN
117
Mariner Independent Advisor Network
Kansas
$361K -$326K -15,315 -47%
VNA
118
Valley National Advisers
Pennsylvania
$357K -$9K -423 -2%
CWM
119
Confluence Wealth Management
Oregon
$351K -$4.36K -205 -1%
PSUF
120
People's United Financial
Connecticut
$340K +$115K +5,383 +51%
PAM
121
Peak Asset Management
Colorado
$334K +$334K +15,688 New
SWM
122
Stockman Wealth Management
Montana
$333K -$31.4K -1,475 -9%
CCA
123
Cobblestone Capital Advisors
New York
$332K +$332K +15,595 New
RBC
124
Roble Belko & Company
Pennsylvania
$330K +$14.6K +687 +5%
SIA
125
Starfire Investment Advisers
Michigan
$327K +$852 +40 +0.3%
3 4
5
6 7