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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

150 hedge funds and large institutions have $362M invested in Schwab Emerging Markets Equity ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 65 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
150
Holders Change
+24
Holders Change %
+19.05%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
40
Increased
65
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFG
1
Sage Financial Group
Pennsylvania
$9.15M
2
VV
2
Valentine Ventures
Oregon
$8.62M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$8.5M
4
JFG
4
JMG Financial Group
Illinois
$11.9M
5
HB
5
Homrich & Berg
Georgia
$7.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$17.5M
2
VCM
2
Vigilant Capital Management
Maine
$4.75M
3
BL
3
BCWM LLC
Kansas
$103M
4
PFG
4
Piershale Financial Group
Illinois
$0
5
3AM
5
3D Asset Management
Connecticut
$1.06M
Name Market Value Shares Shares
Change 		Shares
Change %
BL
1
BCWM LLC
Kansas
$103M 429,349 -30,160 -7%
CSIA
2
Charles Schwab Investment Advisory
California
$17.5M 730,954 -1,983,822 -73%
Charles Schwab
3
Charles Schwab
California
$17.1M 716,466 +79,597 +12%
HighTower Advisors
4
HighTower Advisors
Illinois
$13.1M 548,427 +34,198 +7%
JFG
5
JMG Financial Group
Illinois
$11.9M 495,812 +339,191 +217%
BFG
6
Bouchey Financial Group
New York
$11.7M 489,469 +283,978 +138%
SFG
7
Sage Financial Group
Pennsylvania
$9.15M 383,012 +383,012 New
VV
8
Valentine Ventures
Oregon
$8.62M 360,785 +360,785 New
KFA
9
Kays Financial Advisory
Georgia
$8.55M 357,588 -2,403 -0.7%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$8.5M 355,750 +355,750 New
UCFA
11
United Capital Financial Advisors
Texas
$7.58M 317,288 +83,641 +36%
HB
12
Homrich & Berg
Georgia
$7.2M 301,419 +301,419 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$6.74M 282,185 +21,372 +8%
F
14
FutureAdvisor
California
$6.5M 272,191 +272,191 New
FWM
15
Frontier Wealth Management
Missouri
$5.92M 247,799 +247,799 New
IF
16
Ironwood Financial
Arizona
$5.03M 210,253 +210,253 New
NSAM
17
North Star Asset Management
Wisconsin
$4.98M 208,440 +30,100 +17%
VCM
18
Vigilant Capital Management
Maine
$4.75M 198,535 -641,918 -76%
BJ
19
Brouwer & Janachowski
California
$4.44M 185,579 +3,385 +2%
EWA
20
EP Wealth Advisors
California
$4.38M 183,385 +183,385 New
EHPM
21
Emery Howard Portfolio Management
California
$4.26M 178,171 +131,456 +281%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$4.22M 176,435 +141,777 +409%
CWM
23
Cabot Wealth Management
Massachusetts
$3.88M 162,382 +29,160 +22%
EWM
24
Empirical Wealth Management
Washington
$3.54M 148,263 +52,341 +55%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.23M 134,969 +21,256 +19%
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