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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
Janney Montgomery Scott
251
Janney Montgomery Scott
Pennsylvania
$1.61M +$38K +1,245 +2%
MSWMA
252
Market Street Wealth Management Advisors
Indiana
$1.61M -$354K -11,570 -18%
GFS
253
GYL Financial Synergies
Connecticut
$1.57M -$31K -1,014 -2%
IWMA
254
Ironwood Wealth Management (Arizona)
Arizona
$1.55M -$5.74K -188 -0.4%
AOWM
255
Alpha Omega Wealth Management
Virginia
$1.54M -$12.2K -398 -0.8%
FWM
256
Frontier Wealth Management
Missouri
$1.52M +$27.9K +913 +2%
GSIS
257
Global Strategic Investment Solutions
Arizona
$1.47M +$21.4K +701 +1%
BAM
258
Baldrige Asset Management
Pennsylvania
$1.45M +$48.8K +1,598 +3%
Baird Financial Group
259
Baird Financial Group
Wisconsin
$1.45M -$64.5K -2,111 -4%
PFM
260
Peak Financial Management
Massachusetts
$1.44M +$204K +6,676 +16%
BWP
261
BSW Wealth Partners
Colorado
$1.43M +$49.6K +1,622 +3%
CWM
262
Congress Wealth Management
Massachusetts
$1.41M +$1.45M +47,569 New
BCWM
263
Bartlett & Co Wealth Management
Ohio
$1.4M +$51.6K +1,689 +4%
BC
264
Bartlett & Co
Ohio
$1.4M +$51.6K +1,689 +4%
ICM
265
Islay Capital Management
Texas
$1.37M +$6.48K +212 +0.5%
AF
266
Advisornet Financial
Minnesota
$1.35M -$91.3K -2,988 -6%
PGFC
267
Peapack-Gladstone Financial Corp
New Jersey
$1.33M +$93K +3,044 +7%
FCA
268
FLC Capital Advisors
California
$1.33M -$49.3K -1,612 -3%
TIM
269
Thompson Investment Management
Wisconsin
$1.32M +$2.87K +94 +0.2%
SWM
270
SeaCrest Wealth Management
New York
$1.29M -$6.51K -213 -0.5%
FAM
271
Frontier Asset Management
Wyoming
$1.28M +$1.32M +43,157 New
ACM
272
Armbruster Capital Management
New York
$1.28M +$2.23K +73 +0.2%
BWM
273
BCS Wealth Management
Tennessee
$1.27M +$51.6K +1,689 +4%
CI
274
Cordant Inc
Oregon
$1.26M +$533K +17,457 +70%
AFP
275
Ausdal Financial Partners
Iowa
$1.23M +$83.7K +2,741 +7%

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.