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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 %
IFS
76
Ifrah Financial Services
Arkansas
$209K +$7.22K +297 +4%
EK
77
Evensky & Katz
Florida
$177K +$10.7K +440 +6%
DADC
78
D.A. Davidson & Co
Montana
$155K +$10.7K +439 +7%
PSUF
79
People's United Financial
Connecticut
$154K +$54.9K +2,250 +55%
CAL
80
Capital Advisors Ltd
Ohio
$141K – – –
Morgan Stanley
81
Morgan Stanley
New York
$138K -$18K -736 -12%
Wells Fargo
82
Wells Fargo
California
$133K -$20.6K -843 -13%
Bank of America
83
Bank of America
North Carolina
$111K +$33.9K +1,396 +44%
CCS
84
Crosspoint Capital Strategies
California
$101K – – –
TAIM
85
TD Ameritrade Investment Management
Nebraska
$71K +$686 +28 +1%
LTFS
86
Ladenburg Thalmann Financial Services
Florida
$69K +$10.9K +450 +19%
AWM
87
Avior Wealth Management
Nebraska
$57K +$57K +2,344 New
U
88
UBS
Switzerland
$54K -$816K -33,458 -94%
AIG
89
American International Group
New York
$53.8K -$24.3K -1,000 -31%
TCM
90
Tradewinds Capital Management
Washington
$50K -$8.41M -343,147 -99%
Ameriprise
91
Ameriprise
Minnesota
$47K +$3.37K +140 +8%
DAM
92
Delta Asset Management
Tennessee
$39K – – –
FMP
93
Financial Management Professionals
Texas
$29K – – –
MCM
94
Manchester Capital Management
Vermont
$24K – – –
PO
95
Private Ocean
California
$15K +$14.6K +619 +3,869%
ECM
96
ETrade Capital Management
Virginia
$12K +$1.56K +65 +15%
CP
97
Corbenic Partners
Pennsylvania
$8K +$8K +310 New
WEC
98
Winslow Evans & Crocker
Massachusetts
$6.81K – – –
US Bancorp
99
US Bancorp
Minnesota
$5K – – –
DBT
100
Dubuque Bank & Trust
Iowa
$5K +$5K +187 New
1 2 3
4
5