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Schwab Emerging Markets Equity ETF

717 hedge funds and large institutions have $6.26B invested in Schwab Emerging Markets Equity ETF in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 304 increasing their positions, 254 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 254

0.75% more ownership

Funds ownership: 67.98%68.73% (+0.75%)

1% less capital invested

Capital invested by funds: $6.31B → $6.26B (-$48.2M)

7% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 68

2% less funds holding

Funds holding: 734717 (-17)

2% less funds holding in top 10

Funds holding in top 10: 4342 (-1)

Holders
717
Holders Change
-17
Holders Change %
-2.32%
% of All Funds
11.31%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
63
Increased
304
Reduced
254
Closed
68
Calls
$1.54M
Puts
Net Calls
+$1.54M
Net Calls Change
+$939K
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
326
Dorsey & Whitney Trust
South Dakota
$822K -$203K -7,014 -19%
TFS
327
TrustCore Financial Services
Tennessee
$814K +$347K +12,004 +69%
BIP
328
Blueprint Investment Partners
North Carolina
$809K +$152K +5,240 +22%
CWA
329
Carolina Wealth Advisors
South Carolina
$805K +$15.9K +549 +2%
JAG
330
Journey Advisory Group
Kentucky
$799K +$48.3K +1,670 +6%
MAS
331
Madden Advisory Services
Florida
$796K +$9.9K +342 +1%
AIM
332
Aspen Investment Management
Michigan
$788K -$2.23K -77 -0.3%
IFG
333
Independent Financial Group
California
$781K +$27.8K +961 +4%
CAG
334
Curtis Advisory Group
California
$778K -$6.57K -227 -0.8%
FWP
335
Falcon Wealth Planning
California
$774K -$9.61K -332 -1%
CFA
336
Cahill Financial Advisors
Minnesota
$771K -$550 -19 -0.1%
FAIM
337
Financial Advocates Investment Management
Washington
$771K -$145 -5 -0%
LFA
338
Landmark Financial Advisors
Kentucky
$766K -$250K -8,653 -23%
FCA
339
FLC Capital Advisors
California
$749K -$520K -17,955 -40%
CBFP
340
Cedar Brook Financial Partners
Ohio
$746K +$50.9K +1,759 +7%
CMBA
341
C.M. Bidwell & Associates
Hawaii
$729K -$12.7K -439 -2%
NHC
342
Nicholas Hoffman & Company
Georgia
$721K -$304K -10,494 -29%
BBW
343
Blue Barn Wealth
Utah
$717K +$16.4K +567 +2%
HWA
344
HHM Wealth Advisors
Tennessee
$716K +$1.48K +51 +0.2%
JWM
345
Janiczek Wealth Management
Colorado
$712K +$15.7K +544 +2%
BCM
346
Bourgeon Capital Management
Connecticut
$710K +$3.99K +138 +0.5%
CPIG
347
Chicago Partners Investment Group
Illinois
$705K +$50.9K +1,760 +7%
SPC
348
Sigma Planning Corp
Michigan
$696K -$148K -5,122 -17%
AIS
349
American Investment Services
Massachusetts
$690K -$327K -11,315 -31%
FA
350
Fortis Advisors
Pennsylvania
$690K +$289 +10 +0%

SCHE Hedge Fund Activity: Q1 2022 in Review

717 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q1 2022, worth a combined $6.26B — down 0.76% from $6.31B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SCHE and 63 opened new positions — a net loss of 5 holders — while 254 trimmed existing stakes and 304 added.

The largest buyer was Creative Planning, adding an estimated $104M. The largest seller was Mather Group, cutting an estimated $34.8M.

  • 717 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q1 2022, down from 734 in Q4 2021.
  • Funds reported $6.26B of Schwab Emerging Markets Equity ETF stock for Q1 2022, down 0.76% quarter-over-quarter.
  • 63 funds opened new Schwab Emerging Markets Equity ETF positions in Q1 2022 and 68 closed out, a net change of -5 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q1 2022 was Creative Planning, an estimated $104M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q1 2022 was Mather Group, an estimated $34.8M sold.

Based on aggregated 13F filings for Q1 2022.