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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

177 hedge funds and large institutions have $448M invested in Schwab Emerging Markets Equity ETF in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+13
Holders Change %
+7.93%
% of All Funds
4.77%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
21
Increased
98
Reduced
40
Closed
7
Calls
$211K
Puts
–
Net Calls
+$211K
Net Calls Change
+$211K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$115M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.8M
3
F
FutureAdvisor
California
$20.7M
4
TCM
Tradewinds Capital Management
Washington
$6.71M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$12.6M

Top Sellers

1
CMP
Courage Miller Partners
Virginia
$1.98M
2
ACM
Avalon Capital Management
California
$0
3
CWM
Cabot Wealth Management
Massachusetts
$3.84M
4
EWA
EP Wealth Advisors
California
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BKA
151
Brick & Kyle Associates
Pennsylvania
$22K – – –
HR
152
Howe & Rusling
New York
$19K – – –
RCG
153
Ruggie Capital Group
Florida
$19K +$1.62K +65 +9%
IWM
154
Integrated Wealth Management
California
$17K – – –
ASN
155
Advisory Services Network
Georgia
$12K +$7.46K +296 +164%
SIG
156
Stanford Investment Group
California
$10K – – –
NFG
157
Next Financial Group
Texas
$10K – – –
US Bancorp
158
US Bancorp
Minnesota
$10K +$5K +200 +100%
JIC
159
Joel Isaacson & Co
New York
$10K +$10K +417 New
MA
160
MCF Advisors
Kentucky
$9K +$9K +365 New
WEC
161
Winslow Evans & Crocker
Massachusetts
$8.36K +$1.48K +60 +21%
CP
162
Corbenic Partners
Pennsylvania
$7K -$48.4K -1,847 -87%
HCMT
163
Highland Capital Management (Tennessee)
Tennessee
$7K +$7K +275 New
BCM
164
Brookstone Capital Management
Illinois
$7K +$7K +281 New
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$6K -$40.7K -1,697 -87%
S
166
SignatureFD
Georgia
$5K -$74.9K -2,816 -94%
DBT
167
Dubuque Bank & Trust
Iowa
$5K -$103 -4 -2%
HDIM
168
Hanson & Doremus Investment Management
Vermont
$5K +$2.7K +113 +118%
WOC
169
West Oak Capital
California
$3.93K +$1.72K +70 +78%
VIA
170
Vantage Investment Advisors
Pennsylvania
$3K -$3K -102 -50%
HCM
171
Horrell Capital Management
Arkansas
$2K – – –
CDIA
172
Capital Directions Investment Advisors
Georgia
$2K – – –
FNBT
173
FineMark National Bank & Trust
Florida
$2K +$2K +79 New
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +60 New
ACM
175
Avalon Capital Management
California
– -$931K -38,210 Closed
4 5 6
7
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