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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
VF
326
Vawter Financial
Ohio
$780K +$371K +15,184 +92%
ZF
327
Zhang Financial
Michigan
$769K -$197K -8,080 -21%
BWP
328
BSW Wealth Partners
Colorado
$765K +$3.54K +145 +0.5%
SHGA
329
Sand Hill Global Advisors
California
$761K
GRP
330
Global Retirement Partners
California
$752K -$13.9K -569 -2%
CA
331
Cetera Advisors
Colorado
$729K +$27.4K +1,120 +4%
ADL
332
Asset Dedication LLC
California
$724K +$4.91K +201 +0.7%
Goldman Sachs
333
Goldman Sachs
New York
$724K -$9.97K -408 -1%
IP
334
Ignite Planners
California
$723K +$29.9K +1,222 +4%
EAM
335
Evanson Asset Management
California
$719K +$138K +5,664 +24%
CFA
336
Cahill Financial Advisors
Minnesota
$716K +$2.88K +118 +0.4%
SPC
337
Sigma Planning Corp
Michigan
$709K +$14.3K +586 +2%
JC
338
Jentner Corp
Ohio
$708K -$17.9K -732 -2%
DWT
339
Dorsey & Whitney Trust
South Dakota
$703K
RF
340
Rollins Financial
Georgia
$698K -$7.89K -323 -1%
APG
341
Abacus Planning Group
South Carolina
$697K -$66.3K -2,712 -9%
KJWM
342
Kiley Juergens Wealth Management
Washington
$693K +$15.1K +618 +2%
RW
343
REDW Wealth
New Mexico
$687K -$8.55K -350 -1%
BCI
344
Brinker Capital Investments
Pennsylvania
$684K +$72.2K +2,953 +12%
OPS
345
Orion Portfolio Solutions
Nebraska
$684K +$72.2K +2,953 +12%
FAM
346
Frontier Asset Management
Wyoming
$684K +$5.57K +228 +0.8%
KFS
347
Kaizen Financial Strategies
California
$679K -$8.06K -330 -1%
CBFP
348
Cedar Brook Financial Partners
Ohio
$666K +$12.8K +525 +2%
AIP
349
Ameritas Investment Partners
Nebraska
$656K -$34.7K -1,422 -5%
MAS
350
Madden Advisory Services
Florida
$655K +$30.1K +1,231 +5%

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.