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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
JIC
276
Johnson Investment Counsel
Ohio
$1.23M -$14K -457 -1%
First Manhattan
277
First Manhattan
New York
$1.21M +$410K +13,434 +49%
SBL
278
Sargent Bickham Lagudis
Colorado
$1.2M +$28.5K +934 +2%
MHR
279
Matthew Hamilton Rosenberg
$1.19M -$733 -24 -0.1%
KNFPWM
280
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.18M +$1.22M +39,917 New
PCM
281
Passive Capital Management
Maryland
$1.17M +$1.2M +39,392 New
MMHP
282
Murphy Middleton Hinkle & Parker
Georgia
$1.16M +$89.3K +2,924 +8%
BAM
283
Barrett Asset Management
New York
$1.15M -$890K -29,129 -43%
DSA
284
Droms Strauss Advisors
Missouri
$1.15M +$125K +4,086 +12%
GP
285
Greenline Partners
New York
$1.14M
BA
286
Bristlecone Advisors
Washington
$1.14M +$43.3K +1,418 +4%
FFG
287
Fullen Financial Group
Ohio
$1.14M +$917 +30 +0.1%
LFA
288
Landmark Financial Advisors
Kentucky
$1.13M -$81.5K -2,666 -7%
QCG
289
Quadrant Capital Group
Ohio
$1.12M +$330K +10,792 +40%
AIA
290
Armor Investment Advisors
North Carolina
$1.11M +$419K +13,698 +58%
DWP
291
Destiny Wealth Partners
Florida
$1.09M
SWA
292
Stratos Wealth Advisors
Ohio
$1.09M +$301K +9,850 +37%
DWT
293
Dorsey & Whitney Trust
South Dakota
$1.08M +$25.2K +825 +2%
MFA
294
Morling Financial Advisors
California
$1.08M +$1.12M +36,572 New
NHC
295
Nicholas Hoffman & Company
Georgia
$1.08M +$887K +29,016 +389%
LJAC
296
L.J. Altfest & Co
New York
$1.08M +$25K +819 +2%
AIS
297
American Investment Services
Massachusetts
$1.07M +$21.4K +702 +2%
GRP
298
Global Retirement Partners
California
$1.07M -$30.5K -999 -3%
FANJ
299
Financial Architects (New Jersey)
New Jersey
$1.07M -$1.17M -38,319 -52%
Lido Advisors
300
Lido Advisors
California
$1.06M +$61 +2 +0%

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.