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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
JAG
326
Journey Advisory Group
Kentucky
$745K +$29.1K +1,112 +4%
DWT
327
Dorsey & Whitney Trust
South Dakota
$743K -$8.65K -331 -1%
FWP
328
Falcon Wealth Planning
California
$737K +$30K +1,148 +4%
ACG
329
Allen Capital Group
Nebraska
$733K -$152K -5,803 -17%
RJA
330
Raymond James & Associates
Florida
$732K +$435K +16,646 +136%
AIM
331
Aspen Investment Management
Michigan
$723K +$2.69K +103 +0.4%
Renaissance Technologies
332
Renaissance Technologies
New York
$716K +$737K +28,200 New
FG
333
Foster Group
Iowa
$713K -$43.3K -1,659 -6%
CFA
334
Cahill Financial Advisors
Minnesota
$707K +$1.54K +59 +0.2%
TFS
335
TrustCore Financial Services
Tennessee
$692K -$54.1K -2,071 -7%
CBFP
336
Cedar Brook Financial Partners
Ohio
$690K +$9.28K +355 +1%
BA
337
Bristlecone Advisors
Washington
$683K -$282K -10,802 -29%
LFA
338
Landmark Financial Advisors
Kentucky
$682K -$66.4K -2,543 -9%
RG
339
Retirement Group
California
$674K +$450K +17,216 +184%
CAG
340
Curtis Advisory Group
California
$673K -$39.4K -1,506 -5%
CMBA
341
C.M. Bidwell & Associates
Hawaii
$664K -$2.64K -101 -0.4%
BCM
342
Bourgeon Capital Management
Connecticut
$658K +$10K +384 +2%
HWA
343
HHM Wealth Advisors
Tennessee
$657K +$2.56K +98 +0.4%
AWA
344
Alaska Wealth Advisors
Alaska
$655K +$39.2K +1,501 +6%
JWM
345
Janiczek Wealth Management
Colorado
$652K +$8.44K +323 +1%
KJWM
346
Kiley Juergens Wealth Management
Washington
$652K +$268K +10,250 +66%
CIAS
347
Capital Investment Advisory Services
North Carolina
$641K +$30.1K +1,153 +5%
Vontobel Holding
348
Vontobel Holding
Switzerland
$635K +$653K +25,000 New
MAS
349
Madden Advisory Services
Florida
$632K -$98.1K -3,756 -13%
BBW
350
Blue Barn Wealth
Utah
$630K -$26.2K -1,003 -4%

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.