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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

108 hedge funds and large institutions have $182M invested in Schwab Emerging Markets Equity ETF in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
-1
Holders Change %
-0.92%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
14
Increased
52
Reduced
32
Closed
14
Calls
–
Puts
$290K
Net Calls
-$290K
Net Calls Change
-$575K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
$6.13M
2
CSIA
Charles Schwab Investment Advisory
California
$28.7M
3
HighTower Advisors
HighTower Advisors
Illinois
$12.9M
4
CMP
Courage Miller Partners
Virginia
$3.15M
5
Charles Schwab
Charles Schwab
California
$14.1M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
TCM
Tradewinds Capital Management
Washington
$50K
3
AA
Apriem Advisors
California
$226K
4
CCA
Cobblestone Capital Advisors
New York
$688K
5
EMA
Efficient Market Advisors
California
$332K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$28.7M +$4.06M +166,835 +16%
VCM
2
Vigilant Capital Management
Maine
$18M +$617K +25,355 +4%
Charles Schwab
3
Charles Schwab
California
$14.1M +$2.18M +89,559 +18%
HighTower Advisors
4
HighTower Advisors
Illinois
$12.9M +$4M +164,335 +45%
BL
5
BCWM LLC
Kansas
$11.5M +$1.37M +56,369 +14%
KFA
6
Kays Financial Advisory
Georgia
$8.51M +$1.15M +47,433 +16%
3AM
7
3D Asset Management
Connecticut
$6.99M -$1.51M -61,910 -18%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.67M +$429K +17,629 +7%
UCFA
9
United Capital Financial Advisors
Texas
$6.13M +$5.68M +233,364 +1,248%
ACM
10
Alpha Capital Management
Texas
$5.91M +$788K +32,369 +15%
NSAM
11
North Star Asset Management
Wisconsin
$3.78M +$166K +6,811 +5%
BJ
12
Brouwer & Janachowski
California
$3.59M +$709K +29,127 +25%
CMP
13
Courage Miller Partners
Virginia
$3.15M +$3.15M +129,294 New
SIC
14
Salem Investment Counselors
North Carolina
$3.13M +$236K +9,697 +8%
LS
15
Lattice Strategies
Pennsylvania
$2.41M -$242K -9,930 -9%
TCM
16
Twele Capital Management
Minnesota
$2.36M +$8.52K +350 +0.4%
RPGK
17
Retirement Planning Group (Kansas)
Kansas
$2.34M +$211K +8,684 +10%
JFG
18
JMG Financial Group
Illinois
$2.33M +$643K +26,421 +38%
EWM
19
Empirical Wealth Management
Washington
$2.32M +$928K +38,159 +67%
GA
20
Gateway Advisory
New Jersey
$2.29M +$260K +10,679 +13%
CWM
21
Cabot Wealth Management
Massachusetts
$2.09M -$1.57M -64,736 -43%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.81M +$420K +17,289 +30%
MAS
23
Madden Advisory Services
Florida
$1.79M -$186K -7,653 -9%
Goldman Sachs
24
Goldman Sachs
New York
$1.63M -$780K -32,071 -32%
LYV
25
Live Your Vision
Pennsylvania
$1.43M +$1.05M +43,011 +275%
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