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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
JFG
2
JMG Financial Group
Illinois
$11.9M
3
HB
3
Homrich & Berg
Georgia
$7.2M
4
BFG
4
Bouchey Financial Group
New York
$11.7M
5
EWA
5
EP Wealth Advisors
California
$4.38M

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 %
GC
51
Garde Capital
Washington
$1.03M 43,258 +14,386 +50%
GIA
52
GHP Investment Advisors
Colorado
$998K 41,750 +41,750 New
BSB
53
Bangor Savings Bank
Maine
$990K 41,441 +1,718 +4%
LPL Financial
54
LPL Financial
California
$973K 40,721 +15,869 +64%
FIM
55
Frontier Investment Management
Texas
$933K 39,050 +14,765 +61%
ACM
56
Avalon Capital Management
California
$913K 38,210 +38,210 New
AHS
57
Aspiriant Holdings S3
California
$891K 37,300 +2,455 +7%
AIM
58
AMI Investment Management
Indiana
$887K 37,100 +13,195 +55%
UBS AM
59
UBS AM
Illinois
$881K 36,864 -12,250 -25%
BC
60
Bartlett & Co
Ohio
$845K 35,361 +11,586 +49%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$820K 34,321 -4,076 -11%
CNFG
62
Creegan & Nassoura Financial Group
New Hampshire
$807K 33,770 +33,770 New
MCC
63
Mid Continent Capital
Illinois
$806K 33,700 -3,500 -9%
CPIG
64
Chicago Partners Investment Group
Illinois
$794K 33,238 +33,238 New
CCA
65
Cobblestone Capital Advisors
New York
$788K 32,986 +5,848 +22%
TIM
66
Tortoise Investment Management
New York
$752K 31,451 +410 +1%
Mariner
67
Mariner
Kansas
$735K 30,730 +1,552 +5%
GAM
68
Gemmer Asset Management
California
$722K 30,211 -616 -2%
HCM
69
Hengehold Capital Management
Ohio
$708K 29,608 +29,608 New
Citigroup
70
Citigroup
New York
$598K 25,000 – –
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$589K 24,653 -32,100 -57%
CFA
72
Cahill Financial Advisors
Minnesota
$584K 24,429 +11,137 +84%
VNA
73
Valley National Advisers
Pennsylvania
$554K 22,508 +22,508 New
MIAN
74
Mariner Independent Advisor Network
Kansas
$540K 22,603 +2,864 +15%
DWM
75
Destination Wealth Management
California
$488K 20,402 +630 +3%
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