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Schwab Emerging Markets Equity ETF

712 hedge funds and large institutions have $6.42B invested in Schwab Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 287 increasing their positions, 256 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,261% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $71K

85% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 59

39% more funds holding in top 10

Funds holding in top 10: 3143 (+12)

24% more capital invested

Capital invested by funds: $5.2B → $6.42B (+$1.22B)

12% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 256

5% more funds holding

Funds holding: 676712 (+36)

2.06% more ownership

Funds ownership: 68.44%70.5% (+2.1%)

Holders
712
Holders Change
+36
Holders Change %
+5.33%
% of All Funds
11.45%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.69%
New
109
Increased
287
Reduced
256
Closed
59
Calls
$1.68M
Puts
$71K
Net Calls
+$1.6M
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
226
Consilium Wealth Advisory
Texas
$1.89M +$674K +28,961 +57%
Baird Financial Group
227
Baird Financial Group
Wisconsin
$1.86M +$683K +29,330 +60%
ATWA
228
Arbor Trust Wealth Advisors
Michigan
$1.85M -$81.1K -3,485 -4%
GFPC
229
Global Financial Private Client
Florida
$1.84M -$79.2K -3,402 -4%
PWM
230
Perigon Wealth Management
California
$1.83M +$164K +7,053 +10%
CFO
231
CVA Family Office
Colorado
$1.83M -$446K -19,143 -20%
MWM
232
Mission Wealth Management
California
$1.79M -$82.2K -3,530 -4%
IFS
233
Ifrah Financial Services
Arkansas
$1.78M +$5.63K +242 +0.3%
RBC
234
Roble Belko & Company
Pennsylvania
$1.78M -$68K -2,921 -4%
MFGP
235
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.75M +$17.7K +760 +1%
FWS
236
FinDec Wealth Services
California
$1.74M +$1.71M +73,359 New
FPCP
237
Fort Point Capital Partners
California
$1.72M +$447K +19,206 +36%
GG
238
Gleason Group
Kentucky
$1.69M +$1.66M +71,184 +22,963%
JP Morgan Chase
239
JP Morgan Chase
New York
$1.67M +$1.62M +69,579 +6,163%
TA
240
Trellis Advisors
Washington
$1.67M +$131K +5,628 +9%
FPCG
241
Fort Pitt Capital Group
Pennsylvania
$1.66M +$1.63M +69,987 New
JCIA
242
Jackson Creek Investment Advisors
Colorado
$1.65M -$182K -7,807 -10%
HCA
243
Horan Capital Advisors
Ohio
$1.64M +$410K +17,635 +34%
VCM
244
Vivaldi Capital Management
Illinois
$1.61M -$145K -6,209 -9%
LPAM
245
Lodestar Private Asset Management
California
$1.6M +$1.57M +67,554 New
VA
246
Valmark Advisers
Ohio
$1.59M +$1.34M +57,490 +593%
AIA
247
Armor Investment Advisors
North Carolina
$1.53M +$92K +3,953 +7%
PGFC
248
Peapack-Gladstone Financial Corp
New Jersey
$1.52M +$179K +7,684 +14%
CPIG
249
Chicago Partners Investment Group
Illinois
$1.52M +$97.7K +4,197 +7%
SA
250
Sunesis Advisors
Kansas
$1.51M

SCHE Hedge Fund Activity: Q4 2022 in Review

712 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2022, worth a combined $6.42B — up 24% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SCHE positions and 59 closed out — a net gain of 50 holders — while 287 added to existing stakes and 256 trimmed.

The largest buyer was Creative Planning, adding an estimated $41.6M. The largest seller was HighTower Advisors, cutting an estimated $43.9M.

  • 712 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2022, up from 676 in Q3 2022.
  • Funds reported $6.42B of Schwab Emerging Markets Equity ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 109 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2022 and 59 closed out, a net change of +50 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q4 2022 was Creative Planning, an estimated $41.6M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q4 2022 was HighTower Advisors, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2022.