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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

86 hedge funds and large institutions have $158M invested in Schwab Emerging Markets Equity ETF in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
14
Increased
44
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$5.48M
2
Charles Schwab
2
Charles Schwab
California
$8.59M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.54M
4
CWM
4
Cabot Wealth Management
Massachusetts
$3.14M
5
3AM
5
3D Asset Management
Connecticut
$8.25M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.23M
2
Jane Street
2
Jane Street
New York
$952K
3
Morgan Stanley
3
Morgan Stanley
New York
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
U
5
UBS
Switzerland
$283K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$23.3M 948,106 +49,563 +6%
VCM
2
Vigilant Capital Management
Maine
$16M 652,333 +34,030 +6%
Charles Schwab
3
Charles Schwab
California
$8.59M 343,504 +155,012 +82%
3AM
4
3D Asset Management
Connecticut
$8.25M 335,541 +77,927 +30%
HighTower Advisors
5
HighTower Advisors
Illinois
$8.17M 332,248 +62,295 +23%
BL
6
BCWM LLC
Kansas
$7.43M 302,029 -15,578 -5%
CCA
7
Cobblestone Capital Advisors
New York
$6.76M 274,893 -2,414 -0.9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.23M 253,349 -172,822 -41%
Goldman Sachs
9
Goldman Sachs
New York
$5.54M 225,218 +126,499 +128%
PFG
10
Piershale Financial Group
Illinois
$5.48M 222,666 +222,666 New
SAM
11
Summit Asset Management
Tennessee
$5.45M 221,500 -1,232 -0.6%
UCFA
12
United Capital Financial Advisors
Texas
$4.41M 179,428 +4,693 +3%
NSAM
13
North Star Asset Management
Wisconsin
$3.66M 148,823 +58,059 +64%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$3.49M 141,928 -15,159 -10%
CWM
15
Cabot Wealth Management
Massachusetts
$3.14M 127,784 +110,589 +643%
SIC
16
Salem Investment Counselors
North Carolina
$2.88M 117,280 -26,250 -18%
LS
17
Lattice Strategies
Pennsylvania
$2.68M 108,960 -11,075 -9%
RPGK
18
Retirement Planning Group (Kansas)
Kansas
$2.38M 96,889 -11,622 -11%
TCM
19
Twele Capital Management
Minnesota
$2.36M 96,064 -430 -0.4%
EMA
20
Efficient Market Advisors
California
$2.35M 95,422 +35,868 +60%
MAS
21
Madden Advisory Services
Florida
$2.04M 82,865 -4,664 -5%
GA
22
Gateway Advisory
New Jersey
$2.01M 81,543 +7,773 +11%
AA
23
Apriem Advisors
California
$1.55M 62,878 +44,025 +234%
EWM
24
Empirical Wealth Management
Washington
$1.24M 50,607 +4,654 +10%
NDSI
25
Newman Dignan & Sheerar Inc
Rhode Island
$1.2M 48,658 -826 -2%
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