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Schwab Emerging Markets Equity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BC
151
Barnett & Company
Tennessee
$195K +$195K +9,389 New
MA
152
MCF Advisors
Kentucky
$184K +$8.74K +420 +5%
FMA
153
FNY Managed Accounts
New York
$125K +$125K +6,000 New
GWM
154
Gupta Wealth Management
California
$115K +$93.1K +4,469 +424%
PO
155
Private Ocean
California
$111K +$4.65K +224 +4%
APSP
156
Asset Planning Services (Pennsylvania)
Pennsylvania
$110K -$271K -13,095 -71%
TCM
157
Tradewinds Capital Management
Washington
$95K -$5.36K -259 -5%
AA
158
Apriem Advisors
California
$90K -$20.9K -1,000 -19%
Creative Planning
159
Creative Planning
Kansas
$90K -$6.45K -309 -7%
TFA
160
Transamerica Financial Advisors
Florida
$85K +$85K +4,050 New
UFA
161
US Financial Advisors
Massachusetts
$84K +$84K +4,044 New
FNBT
162
FineMark National Bank & Trust
Florida
$82K -$290K -14,044 -78%
ACM
163
Argentus Capital Management
Texas
$67K +$67K +3,218 New
Chevy Chase Trust
164
Chevy Chase Trust
Maryland
$57K +$57K +2,713 New
AIG
165
American International Group
New York
$56K -$12.8K -621 -19%
RFA
166
Reilly Financial Advisors
California
$55K +$19.4K +937 +54%
HR
167
Howe & Rusling
New York
$53K
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$43K -$558 -26 -1%
BAM
169
Barrett Asset Management
New York
$38K
WOC
170
West Oak Capital
California
$32.3K -$10.1K -485 -24%
ADL
171
Asset Dedication LLC
California
$32K -$277K -13,395 -90%
FMP
172
Financial Management Professionals
Texas
$28K
PFBT
173
Parkside Financial Bank & Trust
Missouri
$28K +$1.64K +79 +6%
IWM
174
Integrated Wealth Management
California
$28K +$13K +627 +87%
US Bancorp
175
US Bancorp
Minnesota
$25K