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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

150 hedge funds and large institutions have $362M invested in Schwab Emerging Markets Equity ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 65 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
150
Holders Change
+24
Holders Change %
+19.05%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
40
Increased
65
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFG
1
Sage Financial Group
Pennsylvania
$9.15M
2
VV
2
Valentine Ventures
Oregon
$8.62M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$8.5M
4
JFG
4
JMG Financial Group
Illinois
$11.9M
5
HB
5
Homrich & Berg
Georgia
$7.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$17.5M
2
VCM
2
Vigilant Capital Management
Maine
$4.75M
3
BL
3
BCWM LLC
Kansas
$103M
4
PFG
4
Piershale Financial Group
Illinois
$0
5
3AM
5
3D Asset Management
Connecticut
$1.06M
Name Market Value Shares Shares
Change 		Shares
Change %
EK
26
Evensky & Katz
Florida
$2.93M 122,434 +24,146 +25%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.72M 113,826 +70,048 +160%
LS
28
Lattice Strategies
Pennsylvania
$2.67M 111,635 +36,145 +48%
CMP
29
Courage Miller Partners
Virginia
$2.61M 109,242 -94,670 -46%
RPGK
30
Retirement Planning Group (Kansas)
Kansas
$2.57M 107,310 +9,222 +9%
GA
31
Gateway Advisory
New Jersey
$2.52M 105,426 +4,555 +5%
Morgan Stanley
32
Morgan Stanley
New York
$2.52M 105,362 -28,762 -21%
MAM
33
Marquette Asset Management
Minnesota
$2.48M 103,800 +103,800 New
Bank of America
34
Bank of America
North Carolina
$2.11M 88,438 +75,984 +610%
LYV
35
Live Your Vision
Pennsylvania
$1.92M 80,265 +13,828 +21%
SIC
36
Salem Investment Counselors
North Carolina
$1.92M 80,207 -32,330 -29%
BCI
37
Brinker Capital Investments
Pennsylvania
$1.62M 67,627 +23,135 +52%
AA
38
Alesco Advisors
New York
$1.47M 61,524 +29,947 +95%
HSA
39
HBK Sorce Advisory
Pennsylvania
$1.4M 58,655 +48,236 +463%
MAS
40
Madden Advisory Services
Florida
$1.37M 57,382 -12,605 -18%
PA
41
Planning Alternatives
Michigan
$1.36M 56,877 +16,504 +41%
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$1.33M 55,797 +4,745 +9%
OCM
43
One Capital Management
California
$1.33M 55,640 +7,551 +16%
Goldman Sachs
44
Goldman Sachs
New York
$1.29M 53,837 -32,422 -38%
Wells Fargo
45
Wells Fargo
California
$1.18M 49,232 +5,337 +12%
EVM
46
Eaton Vance Management
Massachusetts
$1.16M 48,600 -575 -1%
TIM
47
Thompson Investment Management
Wisconsin
$1.15M 48,211 +992 +2%
BFPW
48
BOK Financial Private Wealth
Colorado
$1.14M 47,649 +21,248 +80%
LFA
49
Landmark Financial Advisors
Kentucky
$1.11M 46,431 +46,431 New
3AM
50
3D Asset Management
Connecticut
$1.06M 44,240 -126,122 -74%
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