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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

294 hedge funds and large institutions have $1.38B invested in Schwab Emerging Markets Equity ETF in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+30
Holders Change %
+11.36%
% of All Funds
7.34%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.6%
New
46
Increased
164
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$570M
2
MG
2
Mather Group
Illinois
$39.3M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$7.77M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$47.8M
5
SSI
5
Scott & Selber Inc
Texas
$3M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$1.31M
2
FTUS
2
Flow Traders U.S.
New York
$21.5M
3
TCM
3
Tradewinds Capital Management
Washington
$94K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.35M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
151
Chicago Partners Investment Group
Illinois
$574K +$117K +4,972 +26%
CFA
152
Cahill Financial Advisors
Minnesota
$562K +$126K +5,059 +29%
CWM
153
Concert Wealth Management
California
$559K +$116K +4,736 +26%
SIA
154
Starfire Investment Advisers
Michigan
$556K +$9.31K +375 +2%
US Bancorp
155
US Bancorp
Minnesota
$553K +$418K +16,792 +308%
SFG
156
StrategIQ Financial Group
Indiana
$544K +$12.8K +516 +2%
CCA
157
Clearwater Capital Advisors
Illinois
$543K +$27.9K +1,121 +5%
PFA
158
Pure Financial Advisors
California
$518K +$45.8K +1,842 +10%
CWP
159
Capital Wealth Planning
Florida
$508K +$508K +20,453 New
VCP
160
Vista Capital Partners
Oregon
$499K -$7.93K -319 -2%
ZB
161
Zions Bancorporation
Utah
$497K +$497K +20,000 New
DWM
162
Destination Wealth Management
California
$487K -$19.6K -788 -4%
BL
163
BFSG LLC
California
$481K -$45.4K -1,825 -9%
RBC
164
Roble Belko & Company
Pennsylvania
$474K +$4.7K +189 +1%
NGA
165
Naples Global Advisors
Florida
$467K +$21.3K +855 +5%
HSA
166
HBK Sorce Advisory
Pennsylvania
$464K -$2.41K -97 -0.5%
AG
167
Advisor Group
Arizona
$464K +$222K +8,923 +92%
SAM
168
Summit Asset Management
Tennessee
$457K +$55.7K +2,241 +14%
3AM
169
3D Asset Management
Connecticut
$456K -$5.58K -226 -1%
TIM
170
Tortoise Investment Management
New York
$454K +$11.6K +465 +3%
SFS
171
Strategic Financial Services
New York
$452K -$18K -725 -4%
SPC
172
Sigma Planning Corp
Michigan
$448K +$448K +18,029 New
OC
173
Oarsman Capital
Wisconsin
$442K +$19.3K +776 +5%
SCM
174
SOL Capital Management
Maryland
$435K -$646 -26 -0.1%
MHS
175
M Holdings Securities
Oregon
$431K +$431K +17,341 New
5 6
7
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