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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 %
GA
101
Gateway Advisory
New Jersey
$558K +$558K +24,236 New
RCAG
102
Rehmann Capital Advisory Group
Michigan
$549K – – –
MFS
103
MSI Financial Services
Massachusetts
$549K +$11.1K +481 +2%
FWM
104
Frontier Wealth Management
Missouri
$536K -$4.81M -208,680 -90%
BCM
105
Boltwood Capital Management
California
$502K +$157K +6,813 +45%
LIM
106
Leavell Investment Management
Alabama
$492K +$65K +2,814 +15%
GHA
107
GW Henssler & Associates
Georgia
$489K -$12.3K -535 -2%
VCP
108
Vista Capital Partners
Oregon
$488K +$25.4K +1,103 +5%
TF
109
Trutina Financial
Washington
$482K +$24K +1,042 +5%
CCA
110
Clearwater Capital Advisors
Illinois
$470K -$174K -7,545 -27%
VNA
111
Valley National Advisers
Pennsylvania
$454K +$67.3K +2,920 +17%
HSA
112
HBK Sorce Advisory
Pennsylvania
$452K -$33.5K -1,452 -7%
3AM
113
3D Asset Management
Connecticut
$449K -$206K -8,943 -31%
CPIG
114
Chicago Partners Investment Group
Illinois
$430K -$11.5K -499 -3%
SFM
115
Signature Financial Management
Virginia
$424K -$25.2K -1,096 -6%
TIM
116
Tortoise Investment Management
New York
$416K -$35.1K -1,520 -8%
Millennium Management
117
Millennium Management
New York
$412K +$412K +17,868 New
SCM
118
SOL Capital Management
Maryland
$409K +$8.83K +383 +2%
BW
119
Bison Wealth
Georgia
$399K -$60.2K -2,608 -13%
CFA
120
Cahill Financial Advisors
Minnesota
$396K +$531 +23 +0.1%
HCM
121
Hengehold Capital Management
Ohio
$393K +$48.3K +2,092 +14%
ACM
122
Avalon Capital Management
California
$385K -$131K -5,673 -25%
RBC
123
Roble Belko & Company
Pennsylvania
$374K +$16.3K +706 +5%
CWM
124
Confluence Wealth Management
Oregon
$370K -$10.8K -467 -3%
SWM
125
Stockman Wealth Management
Montana
$370K +$8.74K +379 +2%
3 4
5
6 7