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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

122 hedge funds and large institutions have $257M invested in Schwab Emerging Markets Equity ETF in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
122
Holders Change
+14
Holders Change %
+12.96%
% of All Funds
3.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
24
Increased
65
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$68.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$11.4M
3
BFG
3
Bouchey Financial Group
New York
$4.78M
4
PMG
4
ProVise Management Group
Florida
$2.51M
5
VCM
5
Vigilant Capital Management
Maine
$20.4M

Top Sellers

1
ACM
1
Alpha Capital Management
Texas
$0
2
TCM
2
Twele Capital Management
Minnesota
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
LS
4
Lattice Strategies
Pennsylvania
$1.96M
5
ACM
5
Avalon Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$68.7M 2,640,219 +1,461,666 +124%
VCM
2
Vigilant Capital Management
Maine
$20.4M 785,463 +45,065 +6%
Charles Schwab
3
Charles Schwab
California
$15.8M 607,660 +26,210 +5%
HighTower Advisors
4
HighTower Advisors
Illinois
$13.9M 535,215 +4,886 +0.9%
BL
5
BCWM LLC
Kansas
$12.1M 466,655 -5,963 -1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$11.4M 439,106 +439,106 New
KFA
7
Kays Financial Advisory
Georgia
$9.2M 353,280 +3,567 +1%
3AM
8
3D Asset Management
Connecticut
$7.62M 292,564 +5,398 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.13M 273,752 -444 -0.2%
UCFA
10
United Capital Financial Advisors
Texas
$6.53M 250,736 -1,326 -0.5%
BFG
11
Bouchey Financial Group
New York
$4.78M 183,805 +183,805 New
NSAM
12
North Star Asset Management
Wisconsin
$4.52M 173,538 +18,186 +12%
BJ
13
Brouwer & Janachowski
California
$4.11M 157,980 +10,288 +7%
JFG
14
JMG Financial Group
Illinois
$3.53M 135,694 +39,942 +42%
CMP
15
Courage Miller Partners
Virginia
$3.4M 130,684 +1,390 +1%
CWM
16
Cabot Wealth Management
Massachusetts
$3.05M 117,035 +31,048 +36%
SIC
17
Salem Investment Counselors
North Carolina
$3M 115,207 -13,420 -10%
RPGK
18
Retirement Planning Group (Kansas)
Kansas
$2.58M 99,116 +2,792 +3%
GA
19
Gateway Advisory
New Jersey
$2.56M 98,272 +4,038 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.54M 97,629 +23,123 +31%
PMG
21
ProVise Management Group
Florida
$2.51M 96,370 +96,370 New
EWM
22
Empirical Wealth Management
Washington
$2.49M 95,651 +156 +0.2%
Jane Street
23
Jane Street
New York
$2.34M 89,824 +39,118 +77%
LS
24
Lattice Strategies
Pennsylvania
$1.96M 75,340 -23,690 -24%
MAS
25
Madden Advisory Services
Florida
$1.84M 70,717 -2,870 -4%
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