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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 %
SIA
126
Starfire Investment Advisers
Michigan
$358K +$4.2K +182 +1%
DWM
127
Destination Wealth Management
California
$356K +$14.2K +614 +4%
NB
128
Nicolet Bankshares
Wisconsin
$354K +$11.5K +500 +3%
AI
129
Atria Investments
North Carolina
$350K +$350K +15,157 New
CCA
130
Cobblestone Capital Advisors
New York
$349K -$10.5K -455 -3%
ECM
131
Ensemble Capital Management
California
$339K +$2.07K +90 +0.6%
SWP
132
Stratos Wealth Partners
Ohio
$339K +$339K +14,695 New
MIAN
133
Mariner Independent Advisor Network
Kansas
$338K -$53K -2,300 -14%
PFA
134
Pure Financial Advisors
California
$334K +$18.3K +792 +6%
GG
135
Gofen & Glossberg
Illinois
$330K -$577 -25 -0.2%
Morgan Stanley
136
Morgan Stanley
New York
$326K +$94.7K +4,104 +41%
GMA
137
Goldstein Munger & Associates
California
$323K +$507 +22 +0.2%
GI
138
Gradient Investments
Minnesota
$311K +$1.59K +69 +0.5%
YMRC
139
Yorktown Management & Research Company
Virginia
$307K – – –
KA
140
Klingman & Associates
New York
$303K – – –
WCM
141
Wealthcare Capital Management
Virginia
$302K – – –
BSW
142
Buckingham Strategic Wealth
Missouri
$295K -$4.64K -201 -2%
SAM
143
Summit Asset Management
Tennessee
$293K -$36.2K -1,570 -11%
Koshinski Asset Management
144
Koshinski Asset Management
Illinois
$293K +$76K +3,294 +35%
BWA
145
Burt Wealth Advisors
Maryland
$292K +$4.13K +179 +1%
FA
146
Fagan Associates
New York
$286K +$286K +12,405 New
AIM
147
Aspen Investment Management
Michigan
$284K +$11.5K +500 +4%
GAM
148
Gould Asset Management
California
$271K -$2.43K -105 -0.9%
WA
149
WBH Advisory
Maryland
$270K +$12.3K +533 +5%
NDSI
150
Newman Dignan & Sheerar Inc
Rhode Island
$267K +$9.39K +408 +4%
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