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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 %
BWP
76
BSW Wealth Partners
Colorado
$483K 20,213 +20,213 New
VCP
77
Vista Capital Partners
Oregon
$465K 19,444 +463 +2%
CG
78
Colony Group
Massachusetts
$455K 19,018 – –
WSTAM
79
Wilbanks Smith & Thomas Asset Management
Virginia
$446K 18,670 +125 +0.7%
NIC
80
Northwest Investment Counselors
Oregon
$442K 18,491 +4,130 +29%
CCM
81
Condor Capital Management
New Jersey
$422K 17,654 +632 +4%
RIM
82
Regent Investment Management
Kentucky
$411K 17,188 – –
VFS
83
VSR Financial Services
Kansas
$409K 17,103 +2,242 +15%
Creative Planning
84
Creative Planning
Kansas
$409K 17,110 +5,118 +43%
GHA
85
GW Henssler & Associates
Georgia
$379K 15,849 +15,849 New
SWM
86
Stockman Wealth Management
Montana
$377K 15,791 +15,791 New
ECM
87
Ensemble Capital Management
California
$373K 15,600 +225 +1%
BWA
88
Burt Wealth Advisors
Maryland
$339K 14,189 +14,189 New
BHTS
89
Bar Harbor Trust Services
Maine
$320K 13,412 -1,083 -7%
FFA
90
First Foundation Advisors
California
$311K 13,007 +13,007 New
BCMO
91
Buckingham Capital Management (Ohio)
Ohio
$302K 12,617 -928 -7%
HIC
92
Hartline Investment Corp
Illinois
$295K 12,348 +270 +2%
FF
93
Friedenthal Financial
New Jersey
$290K 12,136 -40 -0.3%
CA
94
Cambridge Advisors
Nebraska
$282K 11,804 +11,804 New
Ameriprise
95
Ameriprise
Minnesota
$266K 11,137 +7,116 +177%
IC
96
InterOcean Capital
Illinois
$261K 10,900 -800 -7%
AA
97
Apriem Advisors
California
$254K 10,626 -11 -0.1%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$253K 10,565 -27,636 -72%
AIM
99
Aspen Investment Management
Michigan
$239K 10,006 +147 +1%
LNB
100
Ledyard National Bank
$239K 10,000 +1,400 +16%
2 3
4
5 6