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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

109 hedge funds and large institutions have $197M invested in Schwab Emerging Markets Equity ETF in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
109
Holders Change
+23
Holders Change %
+26.74%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
30
Increased
49
Reduced
19
Closed
7
Calls
$285K
Puts
–
Net Calls
+$285K
Net Calls Change
+$285K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$21.5M
2
ACM
2
Alpha Capital Management
Texas
$5.17M
3
Charles Schwab
3
Charles Schwab
California
$12.1M
4
BL
4
BCWM LLC
Kansas
$10.2M
5
AA
5
Apriem Advisors
California
$4.05M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$2K
2
SAM
2
Summit Asset Management
Tennessee
$286K
3
UCFA
3
United Capital Financial Advisors
Texas
$460K
4
CCA
4
Cobblestone Capital Advisors
New York
$3.06M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
26
Empirical Wealth Management
Washington
$1.41M +$165K +6,729 +13%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.41M +$407K +16,540 +41%
UBS AM
28
UBS AM
Illinois
$1.34M +$807K +32,792 +151%
TIM
29
Thompson Investment Management
Wisconsin
$1.07M +$62.5K +2,540 +6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.07M +$169K +6,860 +19%
AA
31
Alesco Advisors
New York
$1.02M +$392K +15,936 +62%
U
32
UBS
Switzerland
$878K +$595K +24,174 +210%
HCM
33
Hengehold Capital Management
Ohio
$868K -$10.7K -435 -1%
BCI
34
Brinker Capital Investments
Pennsylvania
$855K +$75.6K +3,073 +10%
BSB
35
Bangor Savings Bank
Maine
$809K +$64.7K +2,629 +9%
LPL Financial
36
LPL Financial
California
$788K +$222K +9,044 +39%
PA
37
Planning Alternatives
Michigan
$703K +$703K +29,622 New
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$640K +$65.3K +2,655 +11%
WSTAM
39
Wilbanks Smith & Thomas Asset Management
Virginia
$634K +$41K +1,665 +7%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$624K +$11.4K +462 +2%
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$593K +$593K +24,125 New
BCMO
42
Buckingham Capital Management (Ohio)
Ohio
$580K -$43.7K -1,775 -7%
AIM
43
AMI Investment Management
Indiana
$516K +$13.4K +545 +3%
ECML
44
Eagle Capital Management (Louisiana)
Louisiana
$483K +$483K +19,624 New
IC
45
InterOcean Capital
Illinois
$479K +$79.7K +3,238 +20%
CCM
46
Condor Capital Management
New Jersey
$470K +$17.1K +695 +4%
UCFA
47
United Capital Financial Advisors
Texas
$460K -$3.95M -160,730 -90%
VCP
48
Vista Capital Partners
Oregon
$428K +$28.3K +1,151 +7%
EHPM
49
Emery Howard Portfolio Management
California
$426K +$183K +7,440 +75%
RIM
50
Regent Investment Management
Kentucky
$418K +$45.5K +1,850 +12%
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