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Schwab Emerging Markets Equity ETF

734 hedge funds and large institutions have $6.31B invested in Schwab Emerging Markets Equity ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 329 increasing their positions, 204 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 51

61% more repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 204

9% more funds holding

Funds holding: 676734 (+58)

3.2% more ownership

Funds ownership: 64.78%67.98% (+3.2%)

5% more capital invested

Capital invested by funds: $6.03B → $6.31B (+$276M)

0% more funds holding in top 10

Funds holding in top 10: 4343 (0)

Holders
734
Holders Change
+58
Holders Change %
+8.58%
% of All Funds
11.3%
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.66%
New
122
Increased
329
Reduced
204
Closed
51
Calls
$602K
Puts
Net Calls
+$602K
Net Calls Change
+$233K
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
226
HB Wealth Management
Georgia
$1.91M +$1.97M +64,336 New
SA
227
Sunesis Advisors
Kansas
$1.89M
CWM
228
Chesapeake Wealth Management
Virginia
$1.88M +$72.4K +2,371 +4%
EK
229
Evensky & Katz
Florida
$1.86M -$71.5K -2,339 -4%
CG
230
Colony Group
Massachusetts
$1.85M +$1.19M +39,010 +165%
RRCM
231
Rappaport Reiches Capital Management
Illinois
$1.85M +$17.6K +575 +0.9%
SS
232
Sunbelt Securities
Texas
$1.84M -$20.2K -660 -1%
CNWM
233
Clay Northam Wealth Management
California
$1.84M +$1.9M +62,233 New
TA
234
Trellis Advisors
Washington
$1.84M +$153 +5 +0%
PWM
235
Perigon Wealth Management
California
$1.84M +$330K +10,802 +21%
TC
236
Tatro Capital
Kentucky
$1.81M +$1.13M +37,024 +153%
FAG
237
Financial Advisory Group
Texas
$1.81M +$730K +23,880 +64%
SFA
238
Souders Financial Advisors
Ohio
$1.79M +$198K +6,492 +12%
H
239
HoyleCohen
California
$1.77M -$28K -916 -2%
BIA
240
Bell Investment Advisors
California
$1.76M +$74.9K +2,453 +4%
RWA
241
RGT Wealth Advisors
Texas
$1.74M +$1.79M +58,645 New
MCWS
242
McKinley Carter Wealth Services
West Virginia
$1.74M +$1.51M +49,299 +532%
ARC
243
Advisor Resource Council
Texas
$1.73M +$1.78M +58,365 New
Koshinski Asset Management
244
Koshinski Asset Management
Illinois
$1.7M +$45.4K +1,487 +3%
VBWMG
245
Von Berge Wealth Management Group
California
$1.68M +$1.71M +56,097 New
Truist Financial
246
Truist Financial
North Carolina
$1.65M +$226K +7,405 +15%
AC
247
Abbrea Capital
California
$1.64M +$229K +7,495 +16%
RDIA
248
RE Dickinson Investment Advisors
Iowa
$1.64M +$1.69M +55,429 New
OA
249
Operose Advisors
Wisconsin
$1.61M +$1.67M +54,529 New
AA
250
Ancora Advisors
Ohio
$1.61M -$142K -4,663 -8%

SCHE Hedge Fund Activity: Q4 2021 in Review

734 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2021, worth a combined $6.31B — up 4.6% from $6.03B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SCHE positions and 51 closed out — a net gain of 71 holders — while 329 added to existing stakes and 204 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $216M. The largest seller was Mather Group, cutting an estimated $82M.

  • 734 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2021, up from 676 in Q3 2021.
  • Funds reported $6.31B of Schwab Emerging Markets Equity ETF stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 122 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2021 and 51 closed out, a net change of +71 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $216M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q4 2021 was Mather Group, an estimated $82M sold.

Based on aggregated 13F filings for Q4 2021.