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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 %
NGA
176
Naples Global Advisors
Florida
$268K +$25.3K +1,175 +10%
CWM
177
Concert Wealth Management
California
$268K +$222K +10,714 +488%
DPA
178
Delphi Private Advisors
California
$264K +$88K +4,075 +50%
PFM
179
Peak Financial Management
Massachusetts
$254K +$254K +11,765 New
SFM
180
Signature Financial Management
Virginia
$252K -$145K -6,725 -37%
ADL
181
Asset Dedication LLC
California
$242K +$68.6K +3,171 +40%
SFG
182
Sage Financial Group
Pennsylvania
$238K +$238K +11,044 New
IAS
183
IMA Advisory Services
Colorado
$234K +$234K +10,846 New
GAM
184
Garrison Asset Management
Arkansas
$233K +$36.3K +1,686 +18%
EVC
185
Eidelman Virant Capital
Missouri
$231K -$8.08K -375 -3%
SC
186
Savant Capital
Illinois
$229K -$14.5K -673 -6%
TCM
187
Twele Capital Management
Minnesota
$228K -$1.51K -70 -0.7%
HB
188
Homrich & Berg
Georgia
$228K +$301 +14 +0.1%
PWM
189
Perigon Wealth Management
California
$227K +$17.9K +762 +9%
LF
190
Lee Financial
Texas
$224K +$224K +10,375 New
Cetera Investment Advisers
191
Cetera Investment Advisers
Illinois
$223K +$223K +10,339 New
JC
192
Jentner Corp
Ohio
$222K +$222K +10,294 New
RWM
193
Ritholtz Wealth Management
New York
$218K +$218K +10,115 New
LNB
194
Ledyard National Bank
$216K – – –
MA
195
MCF Advisors
Kentucky
$210K +$7.21K +335 +4%
FAAS
196
First Allied Advisory Services
California
$205K +$205K +9,520 New
GAM
197
Gould Asset Management
California
$204K -$48.5K -2,255 -19%
WPA
198
West Paces Advisors
Georgia
$185K +$185K +8,600 New
APSP
199
Asset Planning Services (Pennsylvania)
Pennsylvania
$165K +$50.5K +2,342 +44%
BAM
200
Barrett Asset Management
New York
$141K +$4.32K +200 +3%
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