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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

122 hedge funds and large institutions have $257M invested in Schwab Emerging Markets Equity ETF in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
122
Holders Change
+14
Holders Change %
+12.96%
% of All Funds
3.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
24
Increased
65
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$68.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$11.4M
3
BFG
3
Bouchey Financial Group
New York
$4.78M
4
PMG
4
ProVise Management Group
Florida
$2.51M
5
VCM
5
Vigilant Capital Management
Maine
$20.4M

Top Sellers

1
ACM
1
Alpha Capital Management
Texas
$0
2
TCM
2
Twele Capital Management
Minnesota
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
LS
4
Lattice Strategies
Pennsylvania
$1.96M
5
ACM
5
Avalon Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LYV
26
Live Your Vision
Pennsylvania
$1.74M 66,678 +8,051 +14%
TIM
27
Thompson Investment Management
Wisconsin
$1.22M 46,716 +2,628 +6%
OCM
28
One Capital Management
California
$1.21M 46,443 +2,933 +7%
EVM
29
Eaton Vance Management
Massachusetts
$1.18M 45,375 +22,150 +95%
BCI
30
Brinker Capital Investments
Pennsylvania
$1.17M 44,983 +4,165 +10%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.05M 40,423 +18,076 +81%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$1.05M 40,178 +13,462 +50%
EHPM
33
Emery Howard Portfolio Management
California
$997K 38,309 +14,529 +61%
BSB
34
Bangor Savings Bank
Maine
$995K 38,220 +562 +1%
PA
35
Planning Alternatives
Michigan
$971K 37,307 +10,849 +41%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$971K 37,298 +37,298 New
UBS AM
37
UBS AM
Illinois
$850K 32,667 +4,915 +18%
BIT
38
BlackRock Institutional Trust
California
$850K 32,651 +32,651 New
MIAN
39
Mariner Independent Advisor Network
Kansas
$848K 32,586 +32,586 New
TIM
40
Tortoise Investment Management
New York
$846K 32,500 -1,040 -3%
AA
41
Alesco Advisors
New York
$793K 30,474 +77 +0.3%
AHS
42
Aspiriant Holdings S3
California
$763K 29,315 +2,655 +10%
GC
43
Garde Capital
Washington
$745K 28,613 +28,613 New
Wells Fargo
44
Wells Fargo
California
$738K 28,346 +22,891 +420%
Mariner
45
Mariner
Kansas
$734K 28,184 +15,759 +127%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$702K 26,977 +2,263 +9%
BFPW
47
BOK Financial Private Wealth
Colorado
$697K 26,779 -40 -0.1%
Morgan Stanley
48
Morgan Stanley
New York
$672K 25,822 +20,177 +357%
CCA
49
Cobblestone Capital Advisors
New York
$671K 25,763 -2,496 -9%
LPL Financial
50
LPL Financial
California
$656K 25,184 -4,746 -16%
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