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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 %
SIC
201
Salem Investment Counselors
North Carolina
$125K – – –
SEI Investments
202
SEI Investments
Pennsylvania
$125K +$122K +5,647 +3,507%
US Bancorp
203
US Bancorp
Minnesota
$124K – – –
DADC
204
D.A. Davidson & Co
Montana
$122K +$38.1K +1,780 +45%
FNBT
205
FineMark National Bank & Trust
Florida
$120K +$26.9K +1,253 +29%
PO
206
Private Ocean
California
$111K +$6.73K +313 +6%
CFD
207
Creative Financial Designs
Indiana
$103K +$103K +4,800 New
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$102K +$102K +4,737 New
GBBWRPM
209
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$91K +$3.11K +144 +4%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$84K – – –
WOC
211
West Oak Capital
California
$79.3K +$1.08K +50 +1%
AF
212
Allworth Financial
California
$65K -$42.3K -1,949 -39%
RFA
213
Reilly Financial Advisors
California
$63K -$6.08K -280 -9%
EA
214
Edge Advisors
Georgia
$61K +$61K +2,847 New
HR
215
Howe & Rusling
New York
$55K – – –
BCM
216
Blume Capital Management
California
$54K – – –
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$43K – – –
Simplex Trading
218
Simplex Trading
Illinois
$42K +$42K +1,990 New
AAC
219
Asset Advisors Corp
Georgia
$40K +$40K +1,870 New
GRP
220
Global Retirement Partners
California
$37K +$37K +1,700 New
NFG
221
Next Financial Group
Texas
$30K – – –
FMP
222
Financial Management Professionals
Texas
$30K +$4.54K +215 +18%
PA
223
Parallel Advisors
California
$29K +$29K +1,343 New
AIA
224
Armor Investment Advisors
North Carolina
$26K +$26K +1,223 New
AIM
225
Anchor Investment Management
South Carolina
$21K +$21K +975 New
7 8
9
10 11