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Schwab Emerging Markets Equity ETF

718 hedge funds and large institutions have $6.02B invested in Schwab Emerging Markets Equity ETF in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 276 increasing their positions, 284 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

1.68% more ownership

Funds ownership: 68.73%70.41% (+1.7%)

0% more funds holding

Funds holding: 717718 (+1)

3% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 284

4% less capital invested

Capital invested by funds: $6.26B → $6.02B (-$245M)

5% less funds holding in top 10

Funds holding in top 10: 4240 (-2)

Holders
718
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
12.1%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.67%
New
68
Increased
276
Reduced
284
Closed
57
Calls
$2.57M
Puts
Net Calls
+$2.57M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
276
Oakwell Private Wealth Management
Texas
$1.13M +$857K +32,787 +279%
CCWA
277
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.13M -$1.29M -49,323 -53%
FCH
278
Freestone Capital Holdings
Washington
$1.13M +$1.16M +44,426 New
EW
279
Element Wealth
Mississippi
$1.1M -$10.3K -393 -0.9%
AFP
280
Ausdal Financial Partners
Iowa
$1.07M +$35.4K +1,355 +3%
MHR
281
Matthew Hamilton Rosenberg
$1.07M +$43.1K +1,650 +4%
JIC
282
Johnson Investment Counsel
Ohio
$1.05M -$39.6K -1,516 -4%
SWM
283
SeaCrest Wealth Management
New York
$993K -$96.4K -3,689 -9%
IA
284
IFP Advisors
Florida
$992K
MCWS
285
McKinley Carter Wealth Services
West Virginia
$991K -$26.2K -1,001 -2%
ICM
286
Islay Capital Management
Texas
$989K -$132K -5,067 -12%
CPIG
287
Chicago Partners Investment Group
Illinois
$988K +$293K +11,211 +40%
BWP
288
BSW Wealth Partners
Colorado
$987K -$257K -9,845 -20%
GP
289
Greenline Partners
New York
$976K
FFG
290
Fullen Financial Group
Ohio
$975K +$131 +5 +0%
CHA
291
Carmichael Hill & Associates
Maryland
$956K +$9.12K +349 +0.9%
CWA
292
Consilium Wealth Advisory
Texas
$953K -$2.92M -111,841 -75%
WPWM
293
Windward Private Wealth Management
Kansas
$952K -$454K -17,378 -32%
FWI
294
Facet Wealth Inc
Maryland
$935K +$84.9K +3,248 +10%
BWM
295
BCS Wealth Management
Tennessee
$933K -$11.1K -426 -1%
LJAC
296
L.J. Altfest & Co
New York
$925K +$4.18K +160 +0.4%
VFIC
297
Valley Forge Investment Consultants
Pennsylvania
$925K +$29.6K +1,133 +3%
CAN
298
Cetera Advisor Networks
California
$923K +$11.5K +441 +1%
AIS
299
American Investment Services
Massachusetts
$918K +$296K +11,315 +46%
DSA
300
Droms Strauss Advisors
Missouri
$914K +$23.1K +883 +2%

SCHE Hedge Fund Activity: Q2 2022 in Review

718 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2022, worth a combined $6.02B — down 3.9% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SCHE positions and 57 closed out — a net gain of 11 holders — while 276 added to existing stakes and 284 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $255M. The largest seller was Citadel Advisors, exiting entirely with an estimated $51.7M sold.

  • 718 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2022, up from 717 in Q1 2022.
  • Funds reported $6.02B of Schwab Emerging Markets Equity ETF stock for Q2 2022, down 3.9% quarter-over-quarter.
  • 68 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2022 and 57 closed out, a net change of +11 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2022 was Charles Schwab Investment Advisory, an estimated $255M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2022 was Citadel Advisors, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2022.