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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
CWM
251
Chesapeake Wealth Management
Virginia
$1.5M -$3.77K -162 -0.3%
RRC
252
Relaxing Retirement Coach
Massachusetts
$1.49M -$277K -11,903 -16%
BIA
253
Bell Investment Advisors
California
$1.49M -$443K -19,033 -23%
SS
254
Sunbelt Securities
Texas
$1.45M -$5.94K -255 -0.4%
PCM
255
Passive Capital Management
Maryland
$1.45M +$130K +5,595 +10%
AFP
256
Ausdal Financial Partners
Iowa
$1.43M +$377K +16,203 +37%
NIC
257
Northwest Investment Counselors
Oregon
$1.42M -$98.4K -4,228 -7%
ACM
258
Alpha Capital Management
Texas
$1.4M +$10.5K +450 +0.8%
B
259
Bailard
California
$1.4M -$156K -6,704 -10%
FPAS
260
Focus Partners Advisor Solutions
Missouri
$1.39M +$645K +27,701 +89%
Bank of Montreal
261
Bank of Montreal
Ontario, Canada
$1.38M -$203K -8,730 -13%
IA
262
IFP Advisors
Florida
$1.35M -$95K -4,080 -8%
CNWM
263
Clay Northam Wealth Management
California
$1.34M -$64K -2,750 -5%
Janney Montgomery Scott
264
Janney Montgomery Scott
Pennsylvania
$1.33M +$14.3K +615 +1%
H
265
HoyleCohen
California
$1.32M -$54.5K -2,341 -4%
DSA
266
Droms Strauss Advisors
Missouri
$1.32M +$891K +38,285 +218%
GFS
267
GYL Financial Synergies
Connecticut
$1.31M -$202K -8,686 -14%
Truist Financial
268
Truist Financial
North Carolina
$1.27M -$369K -15,834 -23%
HWM
269
HB Wealth Management
Georgia
$1.26M -$99.2K -4,263 -7%
RRCM
270
Rappaport Reiches Capital Management
Illinois
$1.24M -$87.9K -3,775 -7%
RF
271
RHS Financial
California
$1.24M -$739K -31,768 -38%
WPWM
272
Windward Private Wealth Management
Kansas
$1.24M +$354K +15,195 +41%
PFM
273
Peak Financial Management
Massachusetts
$1.23M +$61.9K +2,660 +5%
SCM
274
Sebold Capital Management
Illinois
$1.22M +$1.2M +51,741 New
Qube Research & Technologies (QRT)
275
Qube Research & Technologies (QRT)
United Kingdom
$1.2M +$1.18M +50,711 New

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.