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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
YAL
251
Your Advocates Ltd
Texas
$1.49M +$635K +21,938 +69%
RWA
252
RGT Wealth Advisors
Texas
$1.49M -$146K -5,032 -9%
RA
253
Riversedge Advisors
Delaware
$1.48M +$735K +25,385 +91%
AWS
254
AJ Wealth Strategies
New York
$1.48M +$1.3M +44,812 +537%
AA
255
Ancora Advisors
Ohio
$1.47M -$40.8K -1,408 -3%
GFS
256
GYL Financial Synergies
Connecticut
$1.46M -$8.16K -282 -0.5%
IWMA
257
Ironwood Wealth Management (Arizona)
Arizona
$1.44M -$13.1K -452 -0.9%
ACM
258
Armbruster Capital Management
New York
$1.44M +$250K +8,633 +20%
AOWM
259
Alpha Omega Wealth Management
Virginia
$1.41M +$2.75K +95 +0.2%
FWM
260
Frontier Wealth Management
Missouri
$1.41M +$637 +22 +0%
PCM
261
Passive Capital Management
Maryland
$1.41M +$324K +11,203 +28%
BAM
262
Baldrige Asset Management
Pennsylvania
$1.4M +$41.8K +1,443 +3%
TC
263
Tatro Capital
Kentucky
$1.4M -$315K -10,888 -18%
NF
264
Nikulski Financial
Iowa
$1.38M -$450K -15,531 -24%
AIA
265
Armor Investment Advisors
North Carolina
$1.38M +$357K +12,333 +33%
BWP
266
BSW Wealth Partners
Colorado
$1.35M +$11.7K +403 +0.8%
DAS
267
Dynamic Advisor Solutions
Arizona
$1.35M +$924K +31,936 +192%
PGFC
268
Peapack-Gladstone Financial Corp
New Jersey
$1.33M +$89.9K +3,107 +7%
PFM
269
Peak Financial Management
Massachusetts
$1.33M -$17.2K -593 -1%
SWA
270
Stratos Wealth Advisors
Ohio
$1.31M +$306K +10,576 +29%
CWM
271
Congress Wealth Management
Massachusetts
$1.27M -$47.1K -1,628 -3%
RF
272
RHS Financial
California
$1.26M +$433K +14,966 +49%
TIM
273
Thompson Investment Management
Wisconsin
$1.25M +$21.9K +756 +2%
ICM
274
Islay Capital Management
Texas
$1.22M -$59.6K -2,060 -4%
EW
275
Element Wealth
Mississippi
$1.22M -$992K -34,289 -44%

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.