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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 %
SAM
126
Summit Asset Management
Tennessee
$280K – – –
GI
127
Gradient Investments
Minnesota
$277K +$141K +6,786 +104%
YMRC
128
Yorktown Management & Research Company
Virginia
$276K – – –
BSW
129
Buckingham Strategic Wealth
Missouri
$274K -$728 -35 -0.3%
KA
130
Klingman & Associates
New York
$273K +$273K +13,152 New
WCM
131
Wealthcare Capital Management
Virginia
$272K +$26K +1,252 +11%
IC
132
InterOcean Capital
Illinois
$270K – – –
SC
133
Savant Capital
Illinois
$257K -$106K -5,123 -29%
BCM
134
Boltwood Capital Management
California
$255K +$255K +12,256 New
NDSI
135
Newman Dignan & Sheerar Inc
Rhode Island
$244K -$7.05K -339 -3%
Morgan Stanley
136
Morgan Stanley
New York
$243K -$727K -35,068 -75%
BWA
137
Burt Wealth Advisors
Maryland
$243K +$15.8K +761 +7%
EAM
138
Evanson Asset Management
California
$234K – – –
SFG
139
Sage Financial Group
Pennsylvania
$229K -$139K -6,678 -38%
AIM
140
Aspen Investment Management
Michigan
$224K +$10.4K +500 +5%
HB
141
Homrich & Berg
Georgia
$222K -$171K -8,223 -44%
SFS
142
Summit Financial Strategies
Ohio
$220K -$61.9K -2,988 -22%
PSUF
143
People's United Financial
Connecticut
$220K -$3.1K -149 -1%
GAM
144
Gould Asset Management
California
$218K -$26.7K -1,290 -11%
PWM
145
Perigon Wealth Management
California
$213K -$34.7K -1,823 -14%
SWM
146
SVA Wealth Management
Wisconsin
$213K +$213K +10,234 New
LNB
147
Ledyard National Bank
$208K – – –
TCM
148
Twele Capital Management
Minnesota
$207K +$207K +9,946 New
GAM
149
Garrison Asset Management
Arkansas
$201K +$201K +9,666 New
AF
150
Allworth Financial
California
$197K +$43.9K +2,120 +29%
4 5
6
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