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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

216 hedge funds and large institutions have $834M invested in Schwab Emerging Markets Equity ETF in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 11 closing their positions.

Holders
216
Holders Change
+14
Holders Change %
+6.93%
% of All Funds
5.77%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
25
Increased
100
Reduced
59
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$360M
2
AA
2
Apriem Advisors
California
$8.62M
3
AG
3
Appleton Group
Wisconsin
$6.7M
4
MWM
4
Merriman Wealth Management
Washington
$6.51M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$24.2M

Top Sellers

1
FWM
1
Frontier Wealth Management
Missouri
$536K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$562K
3
VKH
3
Virtu KCG Holdings
New York
$1.22M
4
FIM
4
Frontier Investment Management
Texas
$79.3M
5
GC
5
Garde Capital
Washington
$1.57M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$360M 15,599,086 +1,101,834 +8%
FIM
2
Frontier Investment Management
Texas
$79.3M 343,886 -13,638 -4%
WF
3
WealthTrust Fairport
Ohio
$30.1M 1,306,017 +58,538 +5%
BlackRock
4
BlackRock
New York
$28.1M 1,220,463 -33,813 -3%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$24.2M 1,035,707 +145,366 +16%
Charles Schwab
6
Charles Schwab
California
$21.9M 950,204 +19,600 +2%
EHPM
7
Emery Howard Portfolio Management
California
$20.2M 877,174 +30,177 +4%
KF
8
Krilogy Financial
Missouri
$13.2M 573,087 +68,157 +13%
JFG
9
JMG Financial Group
Illinois
$10.3M 447,450 +10,776 +2%
BFG
10
Bouchey Financial Group
New York
$9.28M 402,560 -42,250 -9%
LYV
11
Live Your Vision
Pennsylvania
$9.16M 397,050 +42,538 +12%
AA
12
Apriem Advisors
California
$8.62M 373,653 +370,142 +10,542%
VV
13
Valentine Ventures
Oregon
$7.9M 342,374 -18,543 -5%
PAM
14
Premier Asset Management
Illinois
$7.25M 314,434 +4,780 +2%
UBS Group
15
UBS Group
Switzerland
$6.74M 292,318 +8,269 +3%
AG
16
Appleton Group
Wisconsin
$6.7M 290,309 +290,309 New
MWM
17
Merriman Wealth Management
Washington
$6.51M 282,460 +282,460 New
IFS
18
Ifrah Financial Services
Arkansas
$5.95M 258,096 +14,339 +6%
Bank of America
19
Bank of America
North Carolina
$5.93M 256,990 +70,116 +38%
NSAM
20
North Star Asset Management
Wisconsin
$5.31M 230,410 -3,364 -1%
WAM
21
Wealthspire Advisors (Maryland)
Maryland
$5.31M 230,219 +7,553 +3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$4.43M 192,071 +9,903 +5%
BWM
23
BerganKDV Wealth Management
Minnesota
$4.16M 180,557 +41,942 +30%
RPGK
24
Retirement Planning Group (Kansas)
Kansas
$4.05M 175,557 +7,791 +5%
SWA
25
Sutton Wealth Advisors
Florida
$3.79M 164,411 +3,693 +2%
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