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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

177 hedge funds and large institutions have $448M invested in Schwab Emerging Markets Equity ETF in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 7 closing their positions.

Holders
177
Holders Change
+13
Holders Change %
+7.93%
% of All Funds
4.77%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
21
Increased
98
Reduced
40
Closed
7
Calls
$211K
Puts
–
Net Calls
+$211K
Net Calls Change
+$211K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$115M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$10.8M
3
F
3
FutureAdvisor
California
$20.7M
4
TCM
4
Tradewinds Capital Management
Washington
$6.71M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$12.6M

Top Sellers

1
CMP
1
Courage Miller Partners
Virginia
$1.98M
2
ACM
2
Avalon Capital Management
California
$0
3
CWM
3
Cabot Wealth Management
Massachusetts
$3.84M
4
EWA
4
EP Wealth Advisors
California
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$115M 4,688,133 +3,947,501 +533%
F
2
FutureAdvisor
California
$20.7M 846,459 +298,021 +54%
Charles Schwab
3
Charles Schwab
California
$19M 773,778 +29,299 +4%
JFG
4
JMG Financial Group
Illinois
$17.3M 702,719 +40,522 +6%
BFG
5
Bouchey Financial Group
New York
$13.3M 539,203 +41,029 +8%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$12.6M 514,214 +263,477 +105%
SIAS
7
Shine Investment Advisory Services
Colorado
$12.2M 495,180 +6,440 +1%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$10.8M 440,420 +426,184 +2,994%
BL
9
BCWM LLC
Kansas
$10.5M 426,824 +173 +0%
KFA
10
Kays Financial Advisory
Georgia
$9.28M 377,508 +6,466 +2%
VV
11
Valentine Ventures
Oregon
$8.97M 364,919 -970 -0.3%
EHPM
12
Emery Howard Portfolio Management
California
$8.32M 338,542 +33,527 +11%
UCFA
13
United Capital Financial Advisors
Texas
$7.71M 313,786 -13,197 -4%
TCM
14
Tradewinds Capital Management
Washington
$6.71M 272,898 +270,695 +12,288%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.7M 272,384 -19,088 -7%
Jane Street
16
Jane Street
New York
$6.66M 270,867 +146,471 +118%
FWM
17
Frontier Wealth Management
Missouri
$6.58M 267,803 -2,048 -0.8%
BJ
18
Brouwer & Janachowski
California
$6.47M 263,128 +46,342 +21%
IF
19
Ironwood Financial
Arizona
$5.46M 222,132 -1,305 -0.6%
NSAM
20
North Star Asset Management
Wisconsin
$5.43M 220,762 +10,092 +5%
OMC
21
Old Mission Capital
Illinois
$5.08M 206,595 +32,364 +19%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.03M 204,686 +24,748 +14%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$4.54M 184,494 +5,430 +3%
SFA
24
Sequoia Financial Advisors
Ohio
$4.34M 176,416 +39,359 +29%
Mariner
25
Mariner
Kansas
$3.88M 157,970 +127,674 +421%
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