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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

108 hedge funds and large institutions have $182M invested in Schwab Emerging Markets Equity ETF in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
-1
Holders Change %
-0.92%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
14
Increased
52
Reduced
32
Closed
14
Calls
–
Puts
$290K
Net Calls
-$290K
Net Calls Change
-$575K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
$6.13M
2
CSIA
Charles Schwab Investment Advisory
California
$28.7M
3
HighTower Advisors
HighTower Advisors
Illinois
$12.9M
4
CMP
Courage Miller Partners
Virginia
$3.15M
5
Charles Schwab
Charles Schwab
California
$14.1M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
TCM
Tradewinds Capital Management
Washington
$50K
3
AA
Apriem Advisors
California
$226K
4
CCA
Cobblestone Capital Advisors
New York
$688K
5
EMA
Efficient Market Advisors
California
$332K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$1.23M +$1.23M +50,706 New
TIM
27
Thompson Investment Management
Wisconsin
$1.07M +$17.4K +715 +2%
OCM
28
One Capital Management
California
$1.06M +$1.06M +43,510 New
BCI
29
Brinker Capital Investments
Pennsylvania
$993K +$148K +6,076 +17%
BSB
30
Bangor Savings Bank
Maine
$917K +$116K +4,762 +14%
TIM
31
Tortoise Investment Management
New York
$816K +$463K +19,030 +131%
AA
32
Alesco Advisors
New York
$740K -$273K -11,212 -27%
LPL Financial
33
LPL Financial
California
$728K -$51.4K -2,112 -7%
CCA
34
Cobblestone Capital Advisors
New York
$688K -$2.34M -95,954 -77%
UBS AM
35
UBS AM
Illinois
$675K -$649K -26,686 -49%
BFPW
36
BOK Financial Private Wealth
Colorado
$653K +$308K +12,669 +90%
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$650K +$16.7K +686 +3%
AHS
38
Aspiriant Holdings S3
California
$649K +$649K +26,660 New
PA
39
Planning Alternatives
Michigan
$644K -$77K -3,164 -11%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$601K -$15.4K -634 -3%
EHPM
41
Emery Howard Portfolio Management
California
$579K +$158K +6,476 +37%
EVM
42
Eaton Vance Management
Massachusetts
$565K +$319K +13,125 +130%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$544K -$512K -21,027 -48%
AIM
44
AMI Investment Management
Indiana
$526K +$15.7K +645 +3%
LWI
45
Long Wharf Investors
Massachusetts
$483K +$483K +19,869 New
ACM
46
Avalon Capital Management
California
$476K +$476K +19,545 New
CCM
47
Condor Capital Management
New Jersey
$469K +$4.48K +184 +1%
IC
48
InterOcean Capital
Illinois
$468K -$5.4K -222 -1%
BC
49
Bartlett & Co
Ohio
$456K +$415K +17,038 +1,010%
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
$446K -$182K -7,460 -29%
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