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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 %
CCA
101
Cobblestone Capital Advisors
New York
$952K +$626K +29,035 +192%
BCM
102
Boltwood Capital Management
California
$920K +$450K +20,876 +96%
PSUF
103
People's United Financial
Connecticut
$917K +$310K +14,366 +51%
IWM
104
Integrated Wealth Management
California
$911K +$210K +9,752 +30%
LIM
105
Leavell Investment Management
Alabama
$903K +$443K +20,566 +96%
BCIM
106
Bishop & Co Investment Management
Pennsylvania
$867K -$40.1K -1,859 -4%
RIM
107
Regent Investment Management
Kentucky
$864K +$41.1K +1,905 +5%
PMG
108
ProVise Management Group
Florida
$849K +$630K +29,223 +287%
PAG
109
Pinnacle Advisory Group
Maryland
$845K +$40.1K +1,858 +5%
NIC
110
Northwest Investment Counselors
Oregon
$826K +$7.01K +325 +0.9%
AOWM
111
Alpha Omega Wealth Management
Virginia
$800K +$800K +37,088 New
HCM
112
Hengehold Capital Management
Ohio
$797K +$430K +19,939 +117%
DWM
113
Destination Wealth Management
California
$754K +$421K +19,517 +126%
BBPWM
114
Blue Bell Private Wealth Management
Pennsylvania
$739K -$155K -7,171 -17%
GIA
115
GHP Investment Advisors
Colorado
$738K +$74.5K +3,456 +11%
Bank of New York Mellon
116
Bank of New York Mellon
New York
$732K -$30.3K -1,406 -4%
TYCC
117
Texas Yale Capital Corp
Florida
$700K -$31.3K -1,452 -4%
SHJ
118
Sharkey, Howes & Javer
Colorado
$673K +$1.1K +51 +0.2%
CC
119
Callan Capital
California
$671K +$16.3K +754 +2%
CA
120
Capital Advantage
California
$640K +$51.4K +2,384 +9%
LTFS
121
Ladenburg Thalmann Financial Services
Florida
$635K +$95.8K +4,448 +18%
PAM
122
Peak Asset Management
Colorado
$629K – – –
HSA
123
HBK Sorce Advisory
Pennsylvania
$628K +$205K +9,496 +48%
Betterment LLC
124
Betterment LLC
New York
$618K +$618K +28,655 New
MFS
125
MSI Financial Services
Massachusetts
$597K +$82.9K +3,841 +16%
3 4
5
6 7