We are live on ! Find out more
SCHE icon

Schwab Emerging Markets Equity ETF

264 hedge funds and large institutions have $1.21B invested in Schwab Emerging Markets Equity ETF in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

124% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 59

33% more capital invested

Capital invested by funds: $911M → $1.21B (+$303M)

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

8% more funds holding

Funds holding: 244264 (+20)

1.19% more ownership

Funds ownership: 41.36%42.54% (+1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
264
Holders Change
+20
Holders Change %
+8.2%
% of All Funds
6.57%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.52%
New
41
Increased
132
Reduced
59
Closed
16
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
251
Cutler Group
California
$4K +$4.66K +200 New
CP
252
Corbenic Partners
Pennsylvania
$3K
NCM
253
New Capital Management
Texas
$3K +$3.07K +132 New
WEC
254
Winslow Evans & Crocker
Massachusetts
$2.16K
PK
255
Pflug Koory
Nebraska
$2K
SPIA
256
Steward Partners Investment Advisory
New York
$2K +$2.19K +94 New
RCA
257
Rowland Carmichael Advisors
Arizona
$1K
NDSI
258
Newman Dignan & Sheerar Inc
Rhode Island
$263 +$256K +10,981 New
Walleye Trading
259
Walleye Trading
New York
$240 +$233K +10,025 New
PFG
260
Piershale Financial Group
Illinois
-$10.7M -496,988 Closed
PFA
261
Pinnacle Family Advisors
Missouri
-$1.86M -86,548 Closed
Janney Montgomery Scott
262
Janney Montgomery Scott
Pennsylvania
-$1.11M -51,491 Closed
PCM
263
Pointe Capital Management
Michigan
-$418K -19,391 Closed
BW
264
Bison Wealth
Georgia
-$407K -18,891 Closed
ECM
265
Ensemble Capital Management
California
-$339K -15,725 Closed
MIAN
266
Mariner Independent Advisor Network
Kansas
-$316K -14,670 Closed
YMRC
267
Yorktown Management & Research Company
Virginia
-$287K -13,300 Closed
FAAS
268
First Allied Advisory Services
California
-$205K -9,520 Closed
WPA
269
West Paces Advisors
Georgia
-$185K -8,600 Closed
FNBT
270
FineMark National Bank & Trust
Florida
-$120K -5,580 Closed
Simplex Trading
271
Simplex Trading
Illinois
-$42K -1,990 Closed
QAM
272
QCI Asset Management
New York
-$15K -700 Closed
SIG
273
Stanford Investment Group
California
-$9K -435 Closed
First Manhattan
274
First Manhattan
New York
+$373 +16 New

SCHE Hedge Fund Activity: Q1 2017 in Review

264 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q1 2017, worth a combined $1.21B — up 33% from $911M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SCHE positions and 16 closed out — a net gain of 25 holders — while 132 added to existing stakes and 59 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $63.8M. The largest seller was Piershale Financial Group, exiting entirely with an estimated $10.7M sold.

  • 264 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q1 2017, up from 244 in Q4 2016.
  • Funds reported $1.21B of Schwab Emerging Markets Equity ETF stock for Q1 2017, up 33% quarter-over-quarter.
  • 41 funds opened new Schwab Emerging Markets Equity ETF positions in Q1 2017 and 16 closed out, a net change of +25 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q1 2017 was Charles Schwab Investment Advisory, an estimated $63.8M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q1 2017 was Piershale Financial Group, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2017.