Schwab Emerging Markets Equity ETF
SCHE
217 hedge funds and large institutions have $767M invested in Schwab Emerging Markets Equity ETF in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 101 increasing their positions, 59 reducing their positions, and 10 closing their positions.
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
71% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 59
16% more capital invested
Capital invested by funds: $664M → $767M (+$104M)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
7% more funds holding
Funds holding: 202 → 217 (+15)
0.4% less ownership
Funds ownership: 36.84% → 36.44% (-0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$24.9M |
| 2 |
AA
Apriem Advisors
Irvine,
California
|
+$8.36M |
| 3 |
AG
Appleton Group
Appleton,
Wisconsin
|
+$6.56M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$6.38M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$4.71M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.96M |
| 3 |
GC
Garde Capital
Seattle,
Washington
|
-$3.42M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$3.24M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$2.15M |
SCHE Hedge Fund Activity: Q3 2016 in Review
217 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q3 2016, worth a combined $767M — up 16% from $664M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SCHE positions and 10 closed out — a net gain of 15 holders — while 101 added to existing stakes and 59 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $24.9M. The largest seller was Frontier Wealth Management, cutting an estimated $4.71M.
- 217 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q3 2016, up from 202 in Q2 2016.
- Funds reported $767M of Schwab Emerging Markets Equity ETF stock for Q3 2016, up 16% quarter-over-quarter.
- 25 funds opened new Schwab Emerging Markets Equity ETF positions in Q3 2016 and 10 closed out, a net change of +15 holders.
- The largest Schwab Emerging Markets Equity ETF buyer in Q3 2016 was Charles Schwab Investment Advisory, an estimated $24.9M added.
- The largest Schwab Emerging Markets Equity ETF seller in Q3 2016 was Frontier Wealth Management, an estimated $4.71M sold.
Based on aggregated 13F filings for Q3 2016.