SCHE icon

Schwab Emerging Markets Equity ETF

164 hedge funds and large institutions have $378M invested in Schwab Emerging Markets Equity ETF in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
164
Holders Change
+14
Holders Change %
+9.33%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
26
Increased
82
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BL
1
BCWM LLC
Kansas
$104M 426,651 -2,698 -0.6%
Charles Schwab
2
Charles Schwab
California
$18.1M 744,479 +28,013 +4%
CSIA
3
Charles Schwab Investment Advisory
California
$18M 740,632 +9,678 +1%
JFG
4
JMG Financial Group
Illinois
$16.1M 662,197 +166,385 +34%
F
5
FutureAdvisor
California
$13.4M 548,438 +276,247 +101%
BFG
6
Bouchey Financial Group
New York
$12.1M 498,174 +8,705 +2%
SIAS
7
Shine Investment Advisory Services
Colorado
$11.9M 488,740 +488,740 New
KFA
8
Kays Financial Advisory
Georgia
$9.04M 371,042 +13,454 +4%
VV
9
Valentine Ventures
Oregon
$8.91M 365,889 +5,104 +1%
UCFA
10
United Capital Financial Advisors
Texas
$8.55M 326,983 +9,695 +3%
EHPM
11
Emery Howard Portfolio Management
California
$7.43M 305,015 +126,844 +71%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$7.1M 291,472 +9,287 +3%
FWM
13
Frontier Wealth Management
Missouri
$6.57M 269,851 +22,052 +9%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$6.11M 250,737 -105,013 -30%
IF
15
Ironwood Financial
Arizona
$5.44M 223,437 +13,184 +6%
BJ
16
Brouwer & Janachowski
California
$5.28M 216,786 +31,207 +17%
NSAM
17
North Star Asset Management
Wisconsin
$5.13M 210,670 +2,230 +1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.38M 179,938 +44,969 +33%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$4.36M 179,064 +2,629 +1%
CWM
20
Cabot Wealth Management
Massachusetts
$4.35M 178,603 +16,221 +10%
OMC
21
Old Mission Capital
Illinois
$4.24M 174,231 +174,231 New
HCM
22
Hengehold Capital Management
Ohio
$3.87M 158,993 +129,385 +437%
CMP
23
Courage Miller Partners
Virginia
$3.85M 158,153 +48,911 +45%
EWM
24
Empirical Wealth Management
Washington
$3.65M 149,714 +1,451 +1%
SFA
25
Sequoia Financial Advisors
Ohio
$3.34M 137,057 +137,057 New