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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
MA
301
Modus Advisors
Minnesota
$1.03M -$39K -1,278 -4%
ADL
302
Asset Dedication LLC
California
$1.03M -$70.9K -2,319 -6%
PAS
303
Park Avenue Securities
New York
$1.02M +$240K +7,844 +30%
FTUS
304
Flow Traders U.S.
New York
$1.01M +$354K +11,578 +51%
APG
305
Abacus Planning Group
South Carolina
$1.01M +$5.07K +166 +0.5%
BBPWM
306
Blue Bell Private Wealth Management
Pennsylvania
$1M -$29.7K -973 -3%
WT
307
Whittier Trust
California
$995K -$8.74K -286 -0.8%
FWI
308
Facet Wealth Inc
Maryland
$995K +$9.11K +298 +0.9%
JPLA
309
Joseph P. Lucia & Associates
New York
$990K -$26.6K -871 -3%
BDFN
310
Bond & Devick Financial Network
Minnesota
$983K +$21K +687 +2%
FM
311
Foster & Motley
Ohio
$979K +$110K +3,588 +12%
LWM
312
Laidlaw Wealth Management
New York
$971K -$81.7K -2,675 -8%
CHA
313
Carmichael Hill & Associates
Maryland
$965K +$9.78K +320 +1%
PA
314
Planning Alternatives
Michigan
$963K -$27K -885 -3%
OL
315
Optas LLC
Texas
$961K +$382K +12,504 +63%
CCM
316
Crew Capital Management
Ohio
$947K -$48.1K -1,575 -5%
YAL
317
Your Advocates Ltd
Texas
$943K -$2.99M -98,000 -75%
William Blair & Company
318
William Blair & Company
Illinois
$923K +$804K +26,309 +541%
SHGA
319
Sand Hill Global Advisors
California
$915K
GI
320
GS Investments
Minnesota
$913K -$16.6K -543 -2%
JC
321
Jentner Corp
Ohio
$906K +$22.9K +749 +3%
PA
322
Procyon Advisors
Connecticut
$903K -$177K -5,802 -16%
RF
323
RHS Financial
California
$899K -$47.8K -1,563 -5%
SPC
324
Sigma Planning Corp
Michigan
$894K +$139K +4,555 +18%
VFIC
325
Valley Forge Investment Consultants
Pennsylvania
$887K +$28.5K +933 +3%

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.