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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
LBC
276
Lowe Brockenbrough & Co
Virginia
$1.16M +$1.14M +48,989 New
PFM
277
Patton Fund Management
Texas
$1.16M +$1.14M +48,885 New
RPG
278
Resource Planning Group
Georgia
$1.15M -$425K -18,253 -27%
BAM
279
Baldrige Asset Management
Pennsylvania
$1.14M -$71.6K -3,076 -6%
CHA
280
Carmichael Hill & Associates
Maryland
$1.14M +$160K +6,893 +17%
FCM
281
Firestone Capital Management
Florida
$1.11M -$458K -19,670 -30%
TIM
282
Thompson Investment Management
Wisconsin
$1.09M +$722 +31 +0.1%
KC
283
Kades & Cheifetz
Pennsylvania
$1.09M +$1.07M +45,861 New
AOWM
284
Alpha Omega Wealth Management
Virginia
$1.06M -$43.1K -1,852 -4%
CAN
285
Cetera Advisor Networks
California
$1.06M +$171K +7,363 +20%
GSIS
286
Global Strategic Investment Solutions
Arizona
$1.05M -$645K -27,712 -38%
ZIM
287
Zacks Investment Management
Illinois
$1.04M +$252K +10,817 +33%
CWM
288
Congress Wealth Management
Massachusetts
$1.03M -$9.12K -392 -0.9%
FFG
289
Fullen Financial Group
Ohio
$1.02M +$33.2K +1,425 +4%
WDL
290
Well Done LLC
Michigan
$1.02M +$538K +23,100 +116%
WH
291
Whitcomb & Hess
Ohio
$1.01M +$629K +27,025 +172%
Koshinski Asset Management
292
Koshinski Asset Management
Illinois
$1.01M -$108K -4,645 -10%
FFA
293
Fragasso Financial Advisors
Pennsylvania
$1M +$466K +20,032 +90%
WPW
294
Watershed Private Wealth
Illinois
$979K +$963K +41,377 New
CW
295
CIC Wealth
Maryland
$979K +$962K +41,341 New
DS
296
DRW Securities
Illinois
$975K +$959K +41,180 New
SWM
297
SeaCrest Wealth Management
New York
$968K -$24.8K -1,064 -3%
PRS
298
Pinkerton Retirement Specialists
Idaho
$965K +$72.3K +3,107 +8%
FANJ
299
Financial Architects (New Jersey)
New Jersey
$954K +$24.9K +1,068 +3%
ACM
300
Armbruster Capital Management
New York
$945K -$65.6K -2,820 -7%

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.