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Schwab Emerging Markets Equity ETF

694 hedge funds and large institutions have $6.38B invested in Schwab Emerging Markets Equity ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 347 increasing their positions, 195 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 32

78% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 195

14% more funds holding in top 10

Funds holding in top 10: 4349 (+6)

7% more capital invested

Capital invested by funds: $5.95B → $6.38B (+$433M)

4% more funds holding

Funds holding: 667694 (+27)

0.51% less ownership

Funds ownership: 65.51%65% (-0.51%)

42% less call options, than puts

Call options by funds: $243K | Put options by funds: $419K

Holders
694
Holders Change
+27
Holders Change %
+4.05%
% of All Funds
12.08%
Holding in Top 10
49
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.95%
% of All Funds
0.85%
New
65
Increased
347
Reduced
195
Closed
32
Calls
$243K
Puts
$419K
Net Calls
-$176K
Net Calls Change
+$381K
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
276
Koshinski Asset Management
Illinois
$1.19M -$391K -12,069 -25%
Lido Advisors
277
Lido Advisors
California
$1.18M +$227 +7 +0%
ARC
278
Advisor Resource Council
Texas
$1.18M +$1.16M +35,830 New
MMHP
279
Murphy Middleton Hinkle & Parker
Georgia
$1.17M +$85.9K +2,648 +8%
AIS
280
American Investment Services
Massachusetts
$1.17M -$8.24K -254 -0.7%
JPLA
281
Joseph P. Lucia & Associates
New York
$1.17M +$649 +20 +0.1%
DWT
282
Dorsey & Whitney Trust
South Dakota
$1.17M -$23.2K -714 -2%
AFP
283
Ausdal Financial Partners
Iowa
$1.17M +$161K +4,966 +16%
DSA
284
Droms Strauss Advisors
Missouri
$1.16M +$3.92K +121 +0.3%
APG
285
Abacus Planning Group
South Carolina
$1.15M +$4.15K +128 +0.4%
BIP
286
Blueprint Investment Partners
North Carolina
$1.14M -$2.11K -65 -0.2%
GRP
287
Global Retirement Partners
California
$1.13M -$38.6K -1,190 -3%
CCM
288
Crew Capital Management
Ohio
$1.12M
WT
289
Whittier Trust
California
$1.11M
BBPWM
290
Blue Bell Private Wealth Management
Pennsylvania
$1.11M -$5.42K -167 -0.5%
VFIC
291
Valley Forge Investment Consultants
Pennsylvania
$1.11M +$380K +11,714 +53%
PA
292
Procyon Advisors
Connecticut
$1.1M +$57.4K +1,771 +6%
FWI
293
Facet Wealth Inc
Maryland
$1.1M -$231K -7,136 -18%
FNC
294
First National Corp
Massachusetts
$1.09M -$4.2M -129,356 -74%
LJAC
295
L.J. Altfest & Co
New York
$1.09M +$5.35K +165 +0.5%
BWM
296
BCS Wealth Management
Tennessee
$1.08M +$53.4K +1,645 +5%
OCG
297
Opus Capital Group
Ohio
$1.07M +$22.3K +688 +2%
DS
298
DRW Securities
Illinois
$1.06M +$1.04M +32,180 New
CHA
299
Carmichael Hill & Associates
Maryland
$1.05M +$8.72K +269 +0.8%
TFS
300
TrustCore Financial Services
Tennessee
$1.05M -$29K -895 -3%

SCHE Hedge Fund Activity: Q2 2021 in Review

694 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2021, worth a combined $6.38B — up 7.3% from $5.95B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SCHE positions and 32 closed out — a net gain of 33 holders — while 347 added to existing stakes and 195 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $140M. The largest seller was Susquehanna International Group, cutting an estimated $51.7M.

  • 694 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2021, up from 667 in Q1 2021.
  • Funds reported $6.38B of Schwab Emerging Markets Equity ETF stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 65 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2021 and 32 closed out, a net change of +33 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $140M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2021 was Susquehanna International Group, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2021.