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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.

New
Increased
Maintained
Reduced
Closed
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 %
Morgan Stanley
76
Morgan Stanley
New York
$157K +$157K +6,381 New
Wells Fargo
77
Wells Fargo
California
$155K -$32.3K -1,313 -17%
DADC
78
D.A. Davidson & Co
Montana
$146K +$146K +5,943 New
CAL
79
Capital Advisors Ltd
Ohio
$143K +$143K +5,810 New
PSUF
80
People's United Financial
Connecticut
$100K – – –
Brown Advisory
81
Brown Advisory
Maryland
$97K +$97K +3,950 New
CCS
82
Crosspoint Capital Strategies
California
$96K +$96K +4,140 New
AIG
83
American International Group
New York
$79K +$53.1K +2,160 +206%
Bank of America
84
Bank of America
North Carolina
$78K +$4.59K +187 +6%
TAIM
85
TD Ameritrade Investment Management
Nebraska
$71K +$322 +13 +0.5%
LTFS
86
Ladenburg Thalmann Financial Services
Florida
$59K +$20.4K +830 +53%
LNB
87
Ledyard National Bank
$49K +$49K +2,000 New
Ameriprise
88
Ameriprise
Minnesota
$45K – – –
BC
89
Bartlett & Co
Ohio
$42K +$13.4K +540 +47%
DAM
90
Delta Asset Management
Tennessee
$39K – – –
FMP
91
Financial Management Professionals
Texas
$30K – – –
MCM
92
Manchester Capital Management
Vermont
$25K – – –
S
93
SignatureFD
Georgia
$13K – – –
ECM
94
ETrade Capital Management
Virginia
$11K +$11K +436 New
MA
95
MCF Advisors
Kentucky
$11K +$11K +459 New
WEC
96
Winslow Evans & Crocker
Massachusetts
$7K +$7K +280 New
US Bancorp
97
US Bancorp
Minnesota
$5K – – –
FBT
98
Founders Bank & Trust
Michigan
$3K +$3K +119 New
PFG
99
Piershale Financial Group
Illinois
$2K -$5.43M -222,584 -100%
CDIA
100
Capital Directions Investment Advisors
Georgia
$2K -$5.28K -190 -73%
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4
5