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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 %
BCM
126
Boltwood Capital Management
California
$319K +$58.3K +2,738 +22%
HCM
127
Hengehold Capital Management
Ohio
$318K -$14.1K -662 -4%
DWM
128
Destination Wealth Management
California
$316K -$7.83M -367,134 -96%
NB
129
Nicolet Bankshares
Wisconsin
$316K – – –
ECM
130
Ensemble Capital Management
California
$311K +$9.89K +465 +3%
Citadel Advisors
131
Citadel Advisors
Florida
$311K +$311K +14,606 New
GG
132
Gofen & Glossberg
Illinois
$305K – – –
SAM
133
Summit Asset Management
Tennessee
$304K +$17K +800 +6%
GMA
134
Goldstein Munger & Associates
California
$298K +$5.87K +276 +2%
PFA
135
Pure Financial Advisors
California
$292K -$10.1K -474 -3%
GI
136
Gradient Investments
Minnesota
$286K +$2.45K +115 +0.9%
YMRC
137
Yorktown Management & Research Company
Virginia
$283K – – –
KA
138
Klingman & Associates
New York
$280K – – –
WCM
139
Wealthcare Capital Management
Virginia
$279K – – –
BSW
140
Buckingham Strategic Wealth
Missouri
$277K -$3.84K -180 -1%
IC
141
InterOcean Capital
Illinois
$274K -$3.2K -150 -1%
BWA
142
Burt Wealth Advisors
Maryland
$265K +$17.1K +808 +7%
SC
143
Savant Capital
Illinois
$252K -$11.2K -528 -4%
AIM
144
Aspen Investment Management
Michigan
$252K +$22.4K +1,050 +10%
GAM
145
Gould Asset Management
California
$252K +$28.2K +1,325 +13%
EVC
146
Eidelman Virant Capital
Missouri
$247K -$83.5K -3,930 -25%
EAM
147
Evanson Asset Management
California
$243K +$3.6K +169 +2%
NDSI
148
Newman Dignan & Sheerar Inc
Rhode Island
$238K -$11.5K -539 -5%
SWM
149
SVA Wealth Management
Wisconsin
$238K +$20K +940 +9%
WA
150
WBH Advisory
Maryland
$237K +$237K +11,178 New
4 5
6
7 8