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Schwab Emerging Markets Equity ETF

80 hedge funds and large institutions have $139M invested in Schwab Emerging Markets Equity ETF in 2013 Q2 according to their latest regulatory filings, with 80 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

18.08% more ownership

Funds ownership: 0%18.08% (+18%)

Holders
80
Holders Change
+80
Holders Change %
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
80
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$21M +$22.4M +898,543 New
VCM
2
Vigilant Capital Management
Maine
$14.4M +$15.4M +618,303 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.95M +$10.6M +426,171 New
BL
4
BCWM LLC
Kansas
$7.42M +$7.92M +317,607 New
CCA
5
Cobblestone Capital Advisors
New York
$6.47M +$6.91M +277,307 New
HighTower Advisors
6
HighTower Advisors
Illinois
$6.3M +$6.73M +269,953 New
3AM
7
3D Asset Management
Connecticut
$6.01M +$6.42M +257,614 New
SAM
8
Summit Asset Management
Tennessee
$5.2M +$5.55M +222,732 New
Jane Street
9
Jane Street
New York
$4.46M +$4.77M +191,175 New
Charles Schwab
10
Charles Schwab
California
$4.43M +$4.7M +188,492 New
UCFA
11
United Capital Financial Advisors
Texas
$4.08M +$4.36M +174,735 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.67M +$3.92M +157,087 New
Morgan Stanley
13
Morgan Stanley
New York
$3.63M +$3.87M +155,261 New
SIC
14
Salem Investment Counselors
North Carolina
$3.35M +$3.58M +143,530 New
LS
15
Lattice Strategies
Pennsylvania
$2.8M +$2.99M +120,035 New
RPGK
16
Retirement Planning Group (Kansas)
Kansas
$2.53M +$2.71M +108,511 New
Goldman Sachs
17
Goldman Sachs
New York
$2.31M +$2.46M +98,719 New
TCM
18
Twele Capital Management
Minnesota
$2.25M +$2.41M +96,494 New
NSAM
19
North Star Asset Management
Wisconsin
$2.12M +$2.26M +90,764 New
MAS
20
Madden Advisory Services
Florida
$2.04M +$2.18M +87,529 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.75M +$1.87M +75,140 New
GA
22
Gateway Advisory
New Jersey
$1.72M +$1.84M +73,770 New
EMA
23
Efficient Market Advisors
California
$1.39M +$1.48M +59,554 New
EWM
24
Empirical Wealth Management
Washington
$1.07M +$1.15M +45,953 New
U
25
UBS
Switzerland
$994K +$1.06M +42,579 New

SCHE Hedge Fund Activity: Q2 2013 in Review

80 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2013, worth a combined $139M.

Buyers outnumbered sellers: 80 funds opened new SCHE positions and 0 closed out — a net gain of 80 holders — while 0 added to existing stakes and 0 trimmed.

  • 80 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $139M of Schwab Emerging Markets Equity ETF stock for Q2 2013.
  • 80 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2013 and 0 closed out, a net change of +80 holders.

Based on aggregated 13F filings for Q2 2013.