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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
Lido Advisors
301
Lido Advisors
California
$912K
PRS
302
Pinkerton Retirement Specialists
Idaho
$905K +$63.2K +2,420 +7%
GRP
303
Global Retirement Partners
California
$903K +$4.39K +168 +0.5%
AIM
304
Athena Investment Management
California
$900K +$18K +690 +2%
FM
305
Foster & Motley
Ohio
$900K +$49.7K +1,901 +6%
FPAS
306
Focus Partners Advisor Solutions
Missouri
$899K -$696K -26,644 -43%
BDFN
307
Bond & Devick Financial Network
Minnesota
$886K +$706 +27 +0.1%
SWIG
308
Strategic Wealth Investment Group
Kentucky
$874K +$900K +34,449 New
MA
309
Modus Advisors
Minnesota
$871K
WT
310
Whittier Trust
California
$861K -$49K -1,875 -5%
BBPWM
311
Blue Bell Private Wealth Management
Pennsylvania
$861K +$10.7K +411 +1%
JC
312
Jentner Corp
Ohio
$829K +$14.9K +570 +2%
BRC
313
Bell Rock Capital
Delaware
$829K +$853K +32,663 New
OFA
314
Oak Family Advisors
Illinois
$811K +$835K +31,960 New
PA
315
Planning Alternatives
Michigan
$807K -$6.51K -249 -0.8%
CWA
316
Carolina Wealth Advisors
South Carolina
$792K +$57.8K +2,212 +8%
LWM
317
Laidlaw Wealth Management
New York
$789K -$33.1K -1,265 -4%
SHGA
318
Sand Hill Global Advisors
California
$784K
GW
319
GW & Wade
Massachusetts
$780K -$4.47K -171 -0.6%
PTC
320
Private Trust Company
Ohio
$779K +$802K +30,679 New
APG
321
Abacus Planning Group
South Carolina
$767K -$96.5K -3,693 -11%
PA
322
Procyon Advisors
Connecticut
$763K -$21.4K -818 -3%
IFG
323
Independent Financial Group
California
$757K +$44.8K +1,714 +6%
SPC
324
Sigma Planning Corp
Michigan
$754K +$121K +4,629 +18%
MSWMA
325
Market Street Wealth Management Advisors
Indiana
$749K -$369K -14,136 -32%

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.