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Schwab Emerging Markets Equity ETF

705 hedge funds and large institutions have $6.09B invested in Schwab Emerging Markets Equity ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 279 increasing their positions, 277 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

2% more funds holding

Funds holding: 694705 (+11)

1% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 277

0.44% more ownership

Funds ownership: 70.26%70.71% (+0.44%)

0% more capital invested

Capital invested by funds: $6.07B → $6.09B (+$24M)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
705
Holders Change
+11
Holders Change %
+1.59%
% of All Funds
11.07%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.58%
New
55
Increased
279
Reduced
277
Closed
36
Calls
$675K
Puts
Net Calls
+$675K
Net Calls Change
-$789K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
SeaCrest Wealth Management
New York
$1.01M +$15K +614 +2%
CWM
302
Congress Wealth Management
Massachusetts
$1.01M -$45.4K -1,857 -4%
FANJ
303
Financial Architects (New Jersey)
New Jersey
$1M +$4.79K +196 +0.5%
ACG
304
Allen Capital Group
Nebraska
$966K +$87K +3,561 +10%
ACM
305
Armbruster Capital Management
New York
$949K -$318 -13 -0%
GP
306
Greenline Partners
New York
$947K
ES
307
Eagle Strategies
New York
$938K +$25.4K +1,038 +3%
AIM
308
Athena Investment Management
California
$895K -$3.01K -123 -0.3%
FM
309
Foster & Motley
Ohio
$881K +$14K +574 +2%
Baird Financial Group
310
Baird Financial Group
Wisconsin
$870K -$71.4K -2,923 -8%
Koshinski Asset Management
311
Koshinski Asset Management
Illinois
$850K -$204K -8,363 -19%
CWA
312
Carolina Wealth Advisors
South Carolina
$836K +$12.9K +527 +2%
FG
313
Foster Group
Iowa
$831K +$10.7K +436 +1%
WT
314
Whittier Trust
California
$827K
MFA
315
Morling Financial Advisors
California
$827K -$2.76K -113 -0.3%
NL
316
NWAM LLC
Washington
$812K +$806K +32,976 New
FFA
317
Fragasso Financial Advisors
Pennsylvania
$812K +$2.22K +91 +0.3%
EW
318
Element Wealth
Mississippi
$801K -$1.86K -76 -0.2%
BDFN
319
Bond & Devick Financial Network
Minnesota
$800K +$14.1K +579 +2%
EFG
320
Everhart Financial Group
Ohio
$798K -$10.7K -436 -1%
FTS
321
Fifth Third Securities
Ohio
$794K +$39.4K +1,611 +5%
SIA
322
Soltis Investment Advisors
Utah
$793K -$1.83K -75 -0.2%
AIS
323
American Investment Services
Massachusetts
$786K +$489 +20 +0.1%
BBPWM
324
Blue Bell Private Wealth Management
Pennsylvania
$785K -$21.2K -867 -3%
GCP
325
GSA Capital Partners
United Kingdom
$783K -$445K -18,200 -36%

SCHE Hedge Fund Activity: Q2 2023 in Review

705 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2023, worth a combined $6.09B — up 0.4% from $6.07B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SCHE positions and 36 closed out — a net gain of 19 holders — while 279 added to existing stakes and 277 trimmed.

The largest buyer was Bishop & Co Investment Management, adding an estimated $75.5M. The largest seller was Citadel Advisors, cutting an estimated $81.3M.

  • 705 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2023, up from 694 in Q1 2023.
  • Funds reported $6.09B of Schwab Emerging Markets Equity ETF stock for Q2 2023, up 0.4% quarter-over-quarter.
  • 55 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2023 and 36 closed out, a net change of +19 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2023 was Bishop & Co Investment Management, an estimated $75.5M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2023 was Citadel Advisors, an estimated $81.3M sold.

Based on aggregated 13F filings for Q2 2023.