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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

177 hedge funds and large institutions have $448M invested in Schwab Emerging Markets Equity ETF in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+13
Holders Change %
+7.93%
% of All Funds
4.77%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
21
Increased
98
Reduced
40
Closed
7
Calls
$211K
Puts
–
Net Calls
+$211K
Net Calls Change
+$211K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$115M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.8M
3
F
FutureAdvisor
California
$20.7M
4
TCM
Tradewinds Capital Management
Washington
$6.71M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$12.6M

Top Sellers

1
CMP
Courage Miller Partners
Virginia
$1.98M
2
ACM
Avalon Capital Management
California
$0
3
CWM
Cabot Wealth Management
Massachusetts
$3.84M
4
EWA
EP Wealth Advisors
California
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
126
Ledyard National Bank
$246K – – –
SCM
127
SOL Capital Management
Maryland
$234K +$24K +979 +11%
AF
128
Allworth Financial
California
$231K -$4.75K -193 -2%
LA
129
LVW Advisors
New York
$230K +$8.74K +355 +4%
PSUF
130
People's United Financial
Connecticut
$221K – – –
Koshinski Asset Management
131
Koshinski Asset Management
Illinois
$217K +$217K +8,813 New
VKH
132
Virtu KCG Holdings
New York
$208K -$13.8K -562 -6%
BPM
133
Bowling Portfolio Management
Ohio
$204K +$204K +8,315 New
VCM
134
Vigilant Capital Management
Maine
$197K -$59.8K -2,430 -23%
KCPG
135
Kavar Capital Partners Group
Kansas
$173K +$173K +7,075 New
CAL
136
Capital Advisors Ltd
Ohio
$143K – – –
RBC
137
Roble Belko & Company
Pennsylvania
$113K -$3.95K -160 -3%
EMA
138
Efficient Market Advisors
California
$101K -$2.13K -87 -2%
BAM
139
Barrett Asset Management
New York
$100K +$61.3K +2,500 +158%
MWP
140
MYCIO Wealth Partners
Pennsylvania
$98K +$24.5K +1,000 +33%
Chevy Chase Trust
141
Chevy Chase Trust
Maryland
$95K – – –
PO
142
Private Ocean
California
$70K +$10.3K +416 +17%
W
143
Wealthfront
California
$53K +$1.22K +49 +2%
AIG
144
American International Group
New York
$47.2K -$14.9K -607 -24%
TWA
145
TCI Wealth Advisors
Arizona
$37K +$9.87K +400 +36%
CCS
146
Crosspoint Capital Strategies
California
$31K – – –
PIA
147
Peachtree Investment Advisors
Georgia
$30K +$971 +40 +3%
FMP
148
Financial Management Professionals
Texas
$29K – – –
RFA
149
Reilly Financial Advisors
California
$29K +$19.5K +783 +205%
SFPM
150
Sensible Financial Planning & Management
Massachusetts
$24K +$24K +990 New
4 5
6
7 8