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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

202 hedge funds and large institutions have $664M invested in Schwab Emerging Markets Equity ETF in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+3
Holders Change %
+1.51%
% of All Funds
5.4%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.29%
New
24
Increased
81
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$309M
2
PAM
2
Premier Asset Management
Illinois
$6.59M
3
VKH
3
Virtu KCG Holdings
New York
$4.18M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.25M
5
GC
5
Grimes & Company
Massachusetts
$2.72M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$0
2
DWM
2
Destination Wealth Management
California
$316K
3
BL
3
BCWM LLC
Kansas
$3.48M
4
LPL Financial
4
LPL Financial
California
$1.89M
5
ACM
5
Avalon Capital Management
California
$476K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
176
Tradewinds Capital Management
Washington
$27K -$68.9K -3,297 -72%
US Bancorp
177
US Bancorp
Minnesota
$26K – – –
FMP
178
Financial Management Professionals
Texas
$25K -$2.9K -140 -10%
WRM
179
Westport Resources Management
Connecticut
$25K – – –
RCG
180
Ruggie Capital Group
Florida
$16K – – –
WTC
181
WhitTier Trust Company
Nevada
$15K +$15K +728 New
WP
182
WealthPLAN Partners
Nebraska
$12.8K +$12.8K +600 New
CG
183
Cutler Group
California
$10K +$10K +500 New
SIG
184
Stanford Investment Group
California
$9K – – –
NFG
185
Next Financial Group
Texas
$9K – – –
HDIM
186
Hanson & Doremus Investment Management
Vermont
$9K +$6.52K +323 +263%
MWM
187
MinichMacGregor Wealth Management
New York
$8K – – –
AA
188
Advisory Alpha
Michigan
$7K +$7K +340 New
SIM
189
Sonora Investment Management
Arizona
$5.54K +$5.54K +260 New
ASN
190
Advisory Services Network
Georgia
$5K -$164 -7 -3%
HCM
191
Horrell Capital Management
Arkansas
$5K – – –
DBT
192
Dubuque Bank & Trust
Iowa
$4K – – –
JPMorgan Chase & Co
193
JPMorgan Chase & Co
New York
$4K +$4K +189 New
VIA
194
Vantage Investment Advisors
Pennsylvania
$3K – – –
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.77K +130 +1,182%
CP
196
Corbenic Partners
Pennsylvania
$2K – – –
CFA
197
Carroll Financial Associates
North Carolina
$2K +$2K +137 New
WEC
198
Winslow Evans & Crocker
Massachusetts
$1.92K – – –
RCA
199
Rowland Carmichael Advisors
Arizona
$1K – – –
PG
200
Patten Group
Tennessee
$468 +$468 +22 New
5 6 7
8
9