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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

216 hedge funds and large institutions have $834M invested in Schwab Emerging Markets Equity ETF in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+14
Holders Change %
+6.93%
% of All Funds
5.77%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
25
Increased
100
Reduced
59
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$360M
2
AA
Apriem Advisors
California
$8.62M
3
AG
Appleton Group
Wisconsin
$6.7M
4
MWM
Merriman Wealth Management
Washington
$6.51M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$24.2M

Top Sellers

1
FWM
Frontier Wealth Management
Missouri
$536K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$562K
3
VKH
Virtu KCG Holdings
New York
$1.22M
4
FIM
Frontier Investment Management
Texas
$79.3M
5
GC
Garde Capital
Washington
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
201
Hanson & Doremus Investment Management
Vermont
$11K +$1.03K +46 +10%
SIG
202
Stanford Investment Group
California
$10K – – –
MWM
203
MinichMacGregor Wealth Management
New York
$9K – – –
HCM
204
Horrell Capital Management
Arkansas
$5K – – –
ASN
205
Advisory Services Network
Georgia
$5K – – –
SBL
206
Sargent Bickham Lagudis
Colorado
$4.38K +$1.82K +78,712 +71%
SEI Investments
207
SEI Investments
Pennsylvania
$4K +$4K +161 New
VIA
208
Vantage Investment Advisors
Pennsylvania
$3K – – –
CP
209
Corbenic Partners
Pennsylvania
$3K – – –
WEC
210
Winslow Evans & Crocker
Massachusetts
$2.08K – – –
SIC
211
Salem Investment Counselors
North Carolina
$1.34K +$1.34K +5,800 New
RCA
212
Rowland Carmichael Advisors
Arizona
$1K – – –
PG
213
Patten Group
Tennessee
$250 -$250 -11 -50%
BHTS
214
Bar Harbor Trust Services
Maine
– -$436K -20,472 Closed
CI
215
Clal Insurance
Israel
– -$431K -20,248 Closed
MMA
216
Miracle Mile Advisors
California
– -$393K -17,776 Closed
Citadel Advisors
217
Citadel Advisors
Florida
– -$311K -14,606 Closed
SFS
218
Summit Financial Strategies
Ohio
– -$220K -10,319 Closed
WRM
219
Westport Resources Management
Connecticut
– -$25K -1,175 Closed
CG
220
Cutler Group
California
– -$10K -500 Closed
SIM
221
Sonora Investment Management
Arizona
– -$5.54K -260 Closed
DBT
222
Dubuque Bank & Trust
Iowa
– -$4K -194 Closed
JPMorgan Chase & Co
223
JPMorgan Chase & Co
New York
– -$4K -189 Closed
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
– -$3K -141 Closed
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