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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 %
CWM
101
Concert Wealth Management
California
$236K 9,957 +894 +10%
BSW
102
Buckingham Strategic Wealth
Missouri
$234K 9,772 +9,772 New
PMG
103
ProVise Management Group
Florida
$224K 9,351 -87,917 -90%
YMRC
104
Yorktown Management & Research Company
Virginia
$220K 9,200 – –
LA
105
LVW Advisors
New York
$216K 9,032 +9,032 New
CA
106
Capital Advantage
California
$214K 8,954 +8,954 New
AIG
107
American International Group
New York
$211K 8,815 +1,013 +13%
SC
108
Savant Capital
Illinois
$209K 8,724 +8,724 New
PSUF
109
People's United Financial
Connecticut
$203K 8,510 +1,500 +21%
AF
110
Allworth Financial
California
$180K 7,531 +7,531 New
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$144K 6,035 -2,545 -30%
CAL
112
Capital Advisors Ltd
Ohio
$139K 5,810 – –
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$119K 4,968 -8,825 -64%
UBS Group
114
UBS Group
Switzerland
$97K 4,051 +4,051 New
EMA
115
Efficient Market Advisors
California
$93K 3,904 +291 +8%
SIA
116
Stancorp Investment Advisers
Oregon
$90K 3,780 +3,780 New
S
117
SignatureFD
Georgia
$84K 3,531 +2,983 +544%
CCS
118
Crosspoint Capital Strategies
California
$71K 2,989 +466 +18%
CP
119
Corbenic Partners
Pennsylvania
$59K 2,456 +91 +4%
PO
120
Private Ocean
California
$57K 2,400 +66 +3%
TCM
121
Tradewinds Capital Management
Washington
$52K 2,189 +29 +1%
BAM
122
Barrett Asset Management
New York
$38K 1,580 -6,365 -80%
FMP
123
Financial Management Professionals
Texas
$29K 1,207 – –
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$27K 1,121 +1,121 New
PIA
125
Peachtree Investment Advisors
Georgia
$25K 1,030 +75 +8%
3 4
5
6 7