SCHE icon

Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

109 hedge funds and large institutions have $197M invested in Schwab Emerging Markets Equity ETF in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
109
Holders Change
+23
Holders Change %
+26.74%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
30
Increased
49
Reduced
19
Closed
7
Calls
$285K
Puts
–
Net Calls
+$285K
Net Calls Change
+$285K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$21.5M
2
TCM
2
Tradewinds Capital Management
Washington
$8.49M
3
KFA
3
Kays Financial Advisory
Georgia
$7.44M
4
ACM
4
Alpha Capital Management
Texas
$5.17M
5
Charles Schwab
5
Charles Schwab
California
$12.1M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$2K
2
SAM
2
Summit Asset Management
Tennessee
$286K
3
UCFA
3
United Capital Financial Advisors
Texas
$460K
4
CCA
4
Cobblestone Capital Advisors
New York
$3.06M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.43M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$24.9M 1,011,718 +63,612 +7%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$21.5M 872,053 +730,125 +514%
VCM
3
Vigilant Capital Management
Maine
$17.6M 715,043 +62,710 +10%
Charles Schwab
4
Charles Schwab
California
$12.1M 491,891 +148,387 +43%
BL
5
BCWM LLC
Kansas
$10.2M 416,249 +114,220 +38%
HighTower Advisors
6
HighTower Advisors
Illinois
$9M 365,994 +33,746 +10%
3AM
7
3D Asset Management
Connecticut
$8.59M 349,076 +13,535 +4%
TCM
8
Tradewinds Capital Management
Washington
$8.49M 345,186 +345,186 New
KFA
9
Kays Financial Advisory
Georgia
$7.44M 302,280 +302,280 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.31M 256,567 +3,218 +1%
ACM
11
Alpha Capital Management
Texas
$5.17M 210,324 +210,324 New
AA
12
Apriem Advisors
California
$4.05M 164,789 +101,911 +162%
CWM
13
Cabot Wealth Management
Massachusetts
$3.71M 150,723 +22,939 +18%
NSAM
14
North Star Asset Management
Wisconsin
$3.65M 148,541 -282 -0.2%
CCA
15
Cobblestone Capital Advisors
New York
$3.06M 124,213 -150,680 -55%
SIC
16
Salem Investment Counselors
North Carolina
$2.93M 118,930 +1,650 +1%
BJ
17
Brouwer & Janachowski
California
$2.92M 118,565 +118,565 New
LS
18
Lattice Strategies
Pennsylvania
$2.68M 108,960 – –
EMA
19
Efficient Market Advisors
California
$2.61M 106,079 +10,657 +11%
Goldman Sachs
20
Goldman Sachs
New York
$2.43M 98,856 -126,362 -56%
TCM
21
Twele Capital Management
Minnesota
$2.38M 96,809 +745 +0.8%
RPGK
22
Retirement Planning Group (Kansas)
Kansas
$2.16M 87,640 -9,249 -10%
GA
23
Gateway Advisory
New Jersey
$2.06M 83,555 +2,012 +2%
MAS
24
Madden Advisory Services
Florida
$2M 81,240 -1,625 -2%
JFG
25
JMG Financial Group
Illinois
$1.71M 69,331 +41,055 +145%
1
2 3 4 5