SCHE icon

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 %
MCC
76
Mid Continent Capital
Illinois
$299K 11,475 +11,475 New
YMRC
77
Yorktown Management & Research Company
Virginia
$294K 11,300 – –
Creative Planning
78
Creative Planning
Kansas
$284K 10,902 +559 +5%
AA
79
Apriem Advisors
California
$282K 10,840 +1,550 +17%
AI
80
Atria Investments
North Carolina
$281K 10,790 +10,790 New
SA
81
Strategic Advisors
New York
$263K 10,102 +588 +6%
AIM
82
Aspen Investment Management
Michigan
$257K 9,884 +900 +10%
BAM
83
Barrett Asset Management
New York
$248K 9,545 -1,550 -14%
PWM
84
Perigon Wealth Management
California
$232K 8,896 +8,896 New
KCPG
85
Kavar Capital Partners Group
Kansas
$212K 8,144 -870 -10%
NIC
86
Northwest Investment Counselors
Oregon
$211K 8,096 +8,096 New
RH
87
Rayner & Haynor
California
$200K 7,700 +7,700 New
EK
88
Evensky & Katz
Florida
$195K 7,495 +184 +3%
DADC
89
D.A. Davidson & Co
Montana
$166K 6,382 – –
PSUF
90
People's United Financial
Connecticut
$164K 6,310 – –
LTFS
91
Ladenburg Thalmann Financial Services
Florida
$161K 6,190 +3,337 +117%
AIG
92
American International Group
New York
$152K 5,834 +3,624 +164%
CAL
93
Capital Advisors Ltd
Ohio
$151K 5,810 – –
Citigroup
94
Citigroup
New York
$130K 5,000 +4,999 +499,900%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$90K 3,460 +3,460 New
Ameriprise
96
Ameriprise
Minnesota
$64K 2,445 +493 +25%
U
97
UBS
Switzerland
$62K 2,372 +158 +7%
PO
98
Private Ocean
California
$62K 2,394 +1,759 +277%
TCM
99
Tradewinds Capital Management
Washington
$56K 2,160 +121 +6%
CP
100
Corbenic Partners
Pennsylvania
$56K 2,142 +1,832 +591%
2 3
4
5 6