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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
IA
326
IFP Advisors
Florida
$860K -$74.5K -2,437 -8%
RFA
327
Reilly Financial Advisors
California
$847K -$84.3K -2,760 -9%
AIM
328
Aspen Investment Management
Michigan
$842K +$886 +29 +0.1%
CWA
329
Carolina Wealth Advisors
South Carolina
$842K +$42.9K +1,404 +5%
CPA
330
Cardiff Park Advisors
California
$842K +$869K +28,441 New
MAS
331
Madden Advisory Services
Florida
$839K +$458 +15 +0.1%
CAG
332
Curtis Advisory Group
California
$836K -$24.1K -790 -3%
FWP
333
Falcon Wealth Planning
California
$836K -$31 -1 -0%
Northern Trust
334
Northern Trust
Illinois
$829K +$496K +16,244 +138%
RA
335
Riversedge Advisors
Delaware
$826K +$393K +12,867 +86%
CFA
336
Cahill Financial Advisors
Minnesota
$823K +$14.5K +476 +2%
FAIM
337
Financial Advocates Investment Management
Washington
$822K +$1.25K +41 +0.1%
AAS
338
Ameritas Advisory Services
Nebraska
$819K +$845K +27,658 New
KJWM
339
Kiley Juergens Wealth Management
Washington
$809K +$119K +3,881 +17%
EGWAG
340
Elwood & Goetz Wealth Advisory Group
Georgia
$808K +$180K +5,880 +27%
JWM
341
JFG Wealth Management
Colorado
$806K +$832K +27,218 New
IFG
342
Independent Financial Group
California
$804K -$59.2K -1,939 -7%
JAG
343
Journey Advisory Group
Kentucky
$803K +$21.1K +689 +3%
CAN
344
Cetera Advisor Networks
California
$802K +$205K +6,698 +33%
AAS
345
Avantax Advisory Services
Texas
$797K +$4.64K +152 +0.6%
CMBA
346
C.M. Bidwell & Associates
Hawaii
$790K +$393K +12,863 +93%
CPIG
347
Chicago Partners Investment Group
Illinois
$783K +$250K +8,167 +45%
GCM
348
G2 Capital Management
Ohio
$775K +$800K +26,177 New
HWA
349
HHM Wealth Advisors
Tennessee
$762K -$148K -4,856 -16%
PRS
350
Pinkerton Retirement Specialists
Idaho
$753K +$3.39K +111 +0.4%

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.