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Schwab Emerging Markets Equity ETF

712 hedge funds and large institutions have $6.42B invested in Schwab Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 287 increasing their positions, 256 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,261% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $71K

85% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 59

39% more funds holding in top 10

Funds holding in top 10: 3143 (+12)

24% more capital invested

Capital invested by funds: $5.2B → $6.42B (+$1.22B)

12% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 256

5% more funds holding

Funds holding: 676712 (+36)

2.06% more ownership

Funds ownership: 68.44%70.5% (+2.1%)

Holders
712
Holders Change
+36
Holders Change %
+5.33%
% of All Funds
11.45%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.69%
New
109
Increased
287
Reduced
256
Closed
59
Calls
$1.68M
Puts
$71K
Net Calls
+$1.6M
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
326
Merit Financial Group
Georgia
$739K +$301K +12,951 +71%
FG
327
Foster Group
Iowa
$734K +$57.5K +2,469 +9%
SHGA
328
Sand Hill Global Advisors
California
$731K
JC
329
Jentner Corp
Ohio
$730K -$81.7K -3,511 -10%
FTS
330
Fifth Third Securities
Ohio
$729K +$174K +7,460 +32%
APG
331
Abacus Planning Group
South Carolina
$725K +$5.38K +231 +0.8%
BWP
332
BSW Wealth Partners
Colorado
$722K -$186K -8,008 -21%
CFD
333
Creative Financial Designs
Indiana
$719K +$417K +17,911 +144%
ADL
334
Asset Dedication LLC
California
$707K +$12.9K +556 +2%
First Manhattan
335
First Manhattan
New York
$700K -$219K -9,425 -24%
Goldman Sachs
336
Goldman Sachs
New York
$695K -$402K -17,288 -37%
BF
337
BOK Financial
Oklahoma
$693K +$289K +12,425 +74%
DWT
338
Dorsey & Whitney Trust
South Dakota
$692K -$215K -9,223 -24%
CFA
339
Cahill Financial Advisors
Minnesota
$685K +$31.5K +1,353 +5%
AWA
340
Alaska Wealth Advisors
Alaska
$681K +$35.1K +1,506 +6%
SPC
341
Sigma Planning Corp
Michigan
$668K -$29.4K -1,264 -4%
LWM
342
Laidlaw Wealth Management
New York
$667K -$24.7K -1,061 -4%
AIP
343
Ameritas Investment Partners
Nebraska
$666K +$633K +27,194 +2,833%
FAM
344
Frontier Asset Management
Wyoming
$662K -$320K -13,749 -33%
FCC
345
Flower City Capital
New York
$653K -$326K -14,003 -34%
CA
346
Cetera Advisors
Colorado
$643K +$122K +5,251 +24%
KJWM
347
Kiley Juergens Wealth Management
Washington
$643K +$3.63K +156 +0.6%
JWM
348
Janiczek Wealth Management
Colorado
$642K +$1.91K +82 +0.3%
IWC
349
Integrated Wealth Concepts
Massachusetts
$638K -$14.8K -636 -2%
RW
350
REDW Wealth
New Mexico
$635K +$130K +5,606 +26%

SCHE Hedge Fund Activity: Q4 2022 in Review

712 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2022, worth a combined $6.42B — up 24% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SCHE positions and 59 closed out — a net gain of 50 holders — while 287 added to existing stakes and 256 trimmed.

The largest buyer was Creative Planning, adding an estimated $41.6M. The largest seller was HighTower Advisors, cutting an estimated $43.9M.

  • 712 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2022, up from 676 in Q3 2022.
  • Funds reported $6.42B of Schwab Emerging Markets Equity ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 109 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2022 and 59 closed out, a net change of +50 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q4 2022 was Creative Planning, an estimated $41.6M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q4 2022 was HighTower Advisors, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2022.