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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
1
Charles Schwab Investment Advisory
California
$375M
2
ACM
2
Alpha Capital Management
Texas
$15.9M
3
WF
3
WealthTrust Fairport
Ohio
$41M
4
PFG
4
Piershale Financial Group
Illinois
$10.7M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$10.6M

Top Sellers

1
AG
1
Appleton Group
Wisconsin
$0
2
MWM
2
Merriman Wealth Management
Washington
$0
3
Wells Fargo
3
Wells Fargo
California
$1.93M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
151
WBH Advisory
Maryland
$364K +$112K +5,210 +44%
TSS
152
Two Sigma Securities
New York
$362K +$153K +7,120 +73%
CWM
153
Confluence Wealth Management
Oregon
$347K +$1.59K +74 +0.5%
SFS
154
Strategic Financial Services
New York
$347K +$347K +16,076 New
BSW
155
Buckingham Strategic Wealth
Missouri
$342K +$66.1K +3,064 +24%
ECM
156
Ensemble Capital Management
California
$339K +$21.8K +1,010 +7%
NB
157
Nicolet Bankshares
Wisconsin
$338K +$7.54K +350 +2%
PFA
158
Pure Financial Advisors
California
$338K +$26.1K +1,211 +8%
SAM
159
Summit Asset Management
Tennessee
$325K +$51.3K +2,381 +19%
FA
160
Fagan Associates
New York
$322K +$54.8K +2,545 +21%
MIAN
161
Mariner Independent Advisor Network
Kansas
$316K – – –
Koshinski Asset Management
162
Koshinski Asset Management
Illinois
$314K +$40.5K +1,879 +15%
BC
163
Barnett & Company
Tennessee
$314K +$65.7K +3,050 +26%
GMA
164
Goldstein Munger & Associates
California
$309K +$6.62K +307 +2%
GG
165
Gofen & Glossberg
Illinois
$308K – – –
AIM
166
Aspen Investment Management
Michigan
$307K +$41.2K +1,913 +16%
RW
167
REDW Wealth
New Mexico
$301K +$301K +13,984 New
SWM
168
SVA Wealth Management
Wisconsin
$298K +$54.9K +2,545 +23%
YMRC
169
Yorktown Management & Research Company
Virginia
$287K – – –
KA
170
Klingman & Associates
New York
$284K – – –
OC
171
Oarsman Capital
Wisconsin
$283K +$51.5K +2,391 +22%
WCM
172
Wealthcare Capital Management
Virginia
$282K – – –
GI
173
Gradient Investments
Minnesota
$280K -$11.3K -522 -4%
WP
174
WealthSource Partners
California
$271K +$271K +12,581 New
EAM
175
Evanson Asset Management
California
$270K +$26.1K +1,209 +11%
5 6
7
8 9