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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
Charles Schwab Investment Advisory
California
$375M
2
ACM
Alpha Capital Management
Texas
$15.9M
3
WF
WealthTrust Fairport
Ohio
$41M
4
PFG
Piershale Financial Group
Illinois
$10.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.6M

Top Sellers

1
AG
Appleton Group
Wisconsin
$0
2
MWM
Merriman Wealth Management
Washington
$0
3
Wells Fargo
Wells Fargo
California
$1.93M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
5
VKH
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWAC
126
Mariner Wealth Advisors (Cincinnati)
Ohio
$568K +$44.7K +2,077 +9%
MAS
127
Madden Advisory Services
Florida
$548K -$138K -6,393 -20%
AG
128
Advisor Group
Arizona
$533K +$483K +22,411 +961%
GA
129
Gateway Advisory
New Jersey
$516K -$6.64K -308 -1%
RCAG
130
Rehmann Capital Advisory Group
Michigan
$514K – – –
FFA
131
Fragasso Financial Advisors
Pennsylvania
$501K -$26.7K -1,240 -5%
BWA
132
Burt Wealth Advisors
Maryland
$498K +$225K +10,435 +82%
TF
133
Trutina Financial
Washington
$489K +$38.6K +1,788 +9%
VCP
134
Vista Capital Partners
Oregon
$432K -$24.8K -1,149 -5%
SCM
135
SOL Capital Management
Maryland
$431K +$48.6K +2,253 +13%
SFG
136
StrategIQ Financial Group
Indiana
$426K -$98.6K -4,579 -19%
3AM
137
3D Asset Management
Connecticut
$424K +$4.37K +203 +1%
CIAS
138
Capital Investment Advisory Services
North Carolina
$424K +$424K +19,683 New
CPIG
139
Chicago Partners Investment Group
Illinois
$421K +$19.4K +899 +5%
SIA
140
Starfire Investment Advisers
Michigan
$418K +$82.9K +3,846 +25%
PCM
141
Pointe Capital Management
Michigan
$418K +$418K +19,391 New
VNA
142
Valley National Advisers
Pennsylvania
$408K -$16.5K -765 -4%
BW
143
Bison Wealth
Georgia
$407K +$34.7K +1,609 +9%
CCA
144
Clearwater Capital Advisors
Illinois
$404K -$40.1K -1,842 -9%
RWM
145
RKL Wealth Management
Pennsylvania
$399K +$399K +18,516 New
RBC
146
Roble Belko & Company
Pennsylvania
$397K +$47.8K +2,218 +14%
TIM
147
Tortoise Investment Management
New York
$385K -$3.86K -179 -1%
CFA
148
Cahill Financial Advisors
Minnesota
$379K +$8.68K +402 +2%
FLPIM
149
F.L. Putnam Investment Management
Massachusetts
$374K +$374K +17,369 New
SWM
150
Stockman Wealth Management
Montana
$370K +$23.7K +1,098 +7%
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