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Schwab Emerging Markets Equity ETF

718 hedge funds and large institutions have $6.02B invested in Schwab Emerging Markets Equity ETF in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 276 increasing their positions, 284 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

1.68% more ownership

Funds ownership: 68.73%70.41% (+1.7%)

0% more funds holding

Funds holding: 717718 (+1)

3% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 284

4% less capital invested

Capital invested by funds: $6.26B → $6.02B (-$245M)

5% less funds holding in top 10

Funds holding in top 10: 4240 (-2)

Holders
718
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
12.1%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.67%
New
68
Increased
276
Reduced
284
Closed
57
Calls
$2.57M
Puts
Net Calls
+$2.57M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
GSIS
226
Global Strategic Investment Solutions
Arizona
$1.71M -$18.6K -710 -1%
B
227
Bailard
California
$1.69M -$89.2K -3,414 -5%
RPG
228
Resource Planning Group
Georgia
$1.69M -$75.5K -2,888 -4%
VCM
229
Vivaldi Capital Management
Illinois
$1.67M +$16.1K +617 +0.9%
TDWM
230
Topel & Distasi Wealth Management
California
$1.65M
PWM
231
Perigon Wealth Management
California
$1.64M -$106K -4,042 -6%
TA
232
Trellis Advisors
Washington
$1.63M +$20.5K +784 +1%
CWM
233
Chesapeake Wealth Management
Virginia
$1.63M +$16.8K +644 +1%
SA
234
Sunesis Advisors
Kansas
$1.61M
IWMA
235
Ironwood Wealth Management (Arizona)
Arizona
$1.59M +$277K +10,609 +20%
SS
236
Sunbelt Securities
Texas
$1.58M +$49.3K +1,888 +3%
VBWMG
237
Von Berge Wealth Management Group
California
$1.58M +$226K +8,662 +16%
CNWM
238
Clay Northam Wealth Management
California
$1.56M -$3.92K -150 -0.2%
EFG
239
Everhart Financial Group
Ohio
$1.55M -$191K -7,312 -11%
BCWM
240
Bartlett & Co Wealth Management
Ohio
$1.55M +$181K +6,921 +13%
BC
241
Bartlett & Co
Ohio
$1.55M +$181K +6,921 +13%
H
242
HoyleCohen
California
$1.53M -$190K -7,269 -11%
SDWMA
243
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.52M -$1.84M -70,261 -54%
FFA
244
First Foundation Advisors
California
$1.51M +$1.56M +59,702 New
ACM
245
Alpha Capital Management
Texas
$1.49M -$193K -7,378 -11%
GIA
246
GHP Investment Advisors
Colorado
$1.48M -$288K -11,028 -16%
OA
247
Operose Advisors
Wisconsin
$1.48M -$102K -3,899 -6%
AIA
248
Armor Investment Advisors
North Carolina
$1.42M +$159K +6,093 +12%
Janney Montgomery Scott
249
Janney Montgomery Scott
Pennsylvania
$1.42M -$6.11K -234 -0.4%
RRCM
250
Rappaport Reiches Capital Management
Illinois
$1.41M -$153K -5,850 -10%

SCHE Hedge Fund Activity: Q2 2022 in Review

718 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2022, worth a combined $6.02B — down 3.9% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SCHE positions and 57 closed out — a net gain of 11 holders — while 276 added to existing stakes and 284 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $255M. The largest seller was Citadel Advisors, exiting entirely with an estimated $51.7M sold.

  • 718 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2022, up from 717 in Q1 2022.
  • Funds reported $6.02B of Schwab Emerging Markets Equity ETF stock for Q2 2022, down 3.9% quarter-over-quarter.
  • 68 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2022 and 57 closed out, a net change of +11 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2022 was Charles Schwab Investment Advisory, an estimated $255M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2022 was Citadel Advisors, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2022.