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Schwab Emerging Markets Equity ETF

717 hedge funds and large institutions have $6.26B invested in Schwab Emerging Markets Equity ETF in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 304 increasing their positions, 254 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 254

0.75% more ownership

Funds ownership: 67.98%68.73% (+0.75%)

1% less capital invested

Capital invested by funds: $6.31B → $6.26B (-$48.2M)

7% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 68

2% less funds holding

Funds holding: 734717 (-17)

2% less funds holding in top 10

Funds holding in top 10: 4342 (-1)

Holders
717
Holders Change
-17
Holders Change %
-2.32%
% of All Funds
11.31%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
63
Increased
304
Reduced
254
Closed
68
Calls
$1.54M
Puts
Net Calls
+$1.54M
Net Calls Change
+$939K
Name Holding Trade Value Shares
Change
Change in
Stake
FAG
226
Financial Advisory Group
Texas
$1.86M +$170K +5,872 +10%
ACM
227
Alpha Capital Management
Texas
$1.83M +$7.29K +252 +0.4%
EK
228
Evensky & Katz
Florida
$1.81M +$63.1K +2,181 +3%
FSWA
229
Financial Synergies Wealth Advisors
Texas
$1.8M -$1.67M -57,850 -47%
TDWM
230
Topel & Distasi Wealth Management
California
$1.8M
SFA
231
Souders Financial Advisors
Ohio
$1.79M +$107K +3,711 +6%
SA
232
Sunesis Advisors
Kansas
$1.77M
CWM
233
Chesapeake Wealth Management
Virginia
$1.76M +$7.32K +253 +0.4%
TA
234
Trellis Advisors
Washington
$1.76M +$38.3K +1,324 +2%
OA
235
Operose Advisors
Wisconsin
$1.73M +$220K +7,586 +14%
FPAS
236
Focus Partners Advisor Solutions
Missouri
$1.72M +$1.8M +62,076 New
CNWM
237
Clay Northam Wealth Management
California
$1.71M -$17.7K -610 -1%
SS
238
Sunbelt Securities
Texas
$1.71M -$28.6K -987 -2%
RRCM
239
Rappaport Reiches Capital Management
Illinois
$1.7M -$34.5K -1,193 -2%
VCM
240
Vivaldi Capital Management
Illinois
$1.64M -$140K -4,821 -7%
Koshinski Asset Management
241
Koshinski Asset Management
Illinois
$1.6M +$4.66K +161 +0.3%
TIM
242
Tortoise Investment Management
New York
$1.58M -$1M -34,717 -38%
FPCP
243
Fort Point Capital Partners
California
$1.57M -$228K -7,891 -12%
Truist Financial
244
Truist Financial
North Carolina
$1.55M +$5.12K +177 +0.3%
Janney Montgomery Scott
245
Janney Montgomery Scott
Pennsylvania
$1.54M +$33.4K +1,153 +2%
AC
246
Abbrea Capital
California
$1.54M
VBWMG
247
Von Berge Wealth Management Group
California
$1.53M -$9.67K -334 -0.6%
WPWM
248
Windward Private Wealth Management
Kansas
$1.52M +$1.07M +37,040 +208%
BC
249
Bartlett & Co
Ohio
$1.5M +$199K +6,891 +15%
BCWM
250
Bartlett & Co Wealth Management
Ohio
$1.5M +$199K +6,891 +15%

SCHE Hedge Fund Activity: Q1 2022 in Review

717 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q1 2022, worth a combined $6.26B — down 0.76% from $6.31B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SCHE and 63 opened new positions — a net loss of 5 holders — while 254 trimmed existing stakes and 304 added.

The largest buyer was Creative Planning, adding an estimated $104M. The largest seller was Mather Group, cutting an estimated $34.8M.

  • 717 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q1 2022, down from 734 in Q4 2021.
  • Funds reported $6.26B of Schwab Emerging Markets Equity ETF stock for Q1 2022, down 0.76% quarter-over-quarter.
  • 63 funds opened new Schwab Emerging Markets Equity ETF positions in Q1 2022 and 68 closed out, a net change of -5 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q1 2022 was Creative Planning, an estimated $104M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q1 2022 was Mather Group, an estimated $34.8M sold.

Based on aggregated 13F filings for Q1 2022.