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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

199 hedge funds and large institutions have $606M invested in Schwab Emerging Markets Equity ETF in 2016 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 70 increasing their positions, 68 reducing their positions, and 24 closing their positions.

Holders
199
Holders Change
+14
Holders Change %
+7.57%
% of All Funds
5.31%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
39
Increased
70
Reduced
68
Closed
24
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$263M
2
WF
2
WealthTrust Fairport
Ohio
$25M
3
KF
3
Krilogy Financial
Missouri
$10.8M
4
AWE
4
Avidian Wealth Enterprises
Texas
$7.88M
5
BlackRock
5
BlackRock
New York
$25.7M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
HCM
2
Hengehold Capital Management
Ohio
$324K
3
EK
3
Evensky & Katz
Florida
$3.03M
4
BO
4
BRR OpCo
Ohio
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.56M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$263M 12,647,069 +4,584,151 +57%
BlackRock
2
BlackRock
New York
$25.7M 1,238,694 +200,690 +19%
WF
3
WealthTrust Fairport
Ohio
$25M 1,202,889 +756,026 +169%
Charles Schwab
4
Charles Schwab
California
$19.5M 936,739 +29,140 +3%
EHPM
5
Emery Howard Portfolio Management
California
$16.9M 814,828 +197,386 +32%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$16.1M 782,495 +151,416 +24%
KF
7
Krilogy Financial
Missouri
$10.8M 519,937 +519,937 New
JFG
8
JMG Financial Group
Illinois
$10.1M 488,185 -281,286 -37%
BFG
9
Bouchey Financial Group
New York
$9.78M 470,720 -13,780 -3%
AWE
10
Avidian Wealth Enterprises
Texas
$7.88M 379,292 +379,292 New
BL
11
BCWM LLC
Kansas
$7.83M 376,950 -19,541 -5%
FIM
12
Frontier Investment Management
Texas
$7.58M 364,849 +32,105 +10%
VV
13
Valentine Ventures
Oregon
$7.54M 362,843 +123,619 +52%
DWM
14
Destination Wealth Management
California
$7.45M 381,957 – –
LYV
15
Live Your Vision
Pennsylvania
$5.84M 281,021 +147,797 +111%
UBS Group
16
UBS Group
Switzerland
$5.52M 265,695 +1,825 +0.7%
NSAM
17
North Star Asset Management
Wisconsin
$5.05M 243,298 +23,994 +11%
IFS
18
Ifrah Financial Services
Arkansas
$5.03M 242,024 +12,174 +5%
FWM
19
Frontier Wealth Management
Missouri
$4.9M 236,091 +12,750 +6%
Bank of America
20
Bank of America
North Carolina
$4.83M 232,381 +114,569 +97%
GC
21
Garde Capital
Washington
$4.72M 227,333 +50,309 +28%
WAM
22
Wealthspire Advisors (Maryland)
Maryland
$4.35M 209,357 +17,025 +9%
LPL Financial
23
LPL Financial
California
$3.96M 195,976 +13,648 +7%
JWA
24
JFS Wealth Advisors
Pennsylvania
$3.76M 180,906 -113,564 -39%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$3.54M 170,318 +34,150 +25%
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