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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
BCM
351
Bourgeon Capital Management
Connecticut
$752K +$143K +4,694 +23%
BEW
352
Burton Enright Welch
California
$751K +$775K +25,371 New
BBW
353
Blue Barn Wealth
Utah
$748K -$90.7K -2,968 -11%
CBFP
354
Cedar Brook Financial Partners
Ohio
$743K -$90.6K -2,965 -11%
JWM
355
Janiczek Wealth Management
Colorado
$743K +$15K +491 +2%
PCA
356
Personal Capital Advisors
California
$741K +$62.2K +2,037 +9%
AAS
357
Annex Advisory Services
Wisconsin
$736K -$90.1K -2,949 -11%
FA
358
Fortis Advisors
Pennsylvania
$736K +$16K +524 +2%
SP
359
Successful Portfolios
Florida
$725K -$14.8K -484 -2%
RW
360
REDW Wealth
New Mexico
$723K +$6.54K +214 +0.9%
NF
361
NTB Financial
Colorado
$718K +$740K +24,236 New
ICG
362
InterOcean Capital Group
Tennessee
$709K +$210K +6,885 +40%
BIP
363
Blueprint Investment Partners
North Carolina
$708K -$194K -6,357 -21%
IAP
364
Indie Asset Partners
Indiana
$706K -$263K -8,600 -27%
AA
365
Alesco Advisors
New York
$698K +$28.8K +944 +4%
AWA
366
Alaska Wealth Advisors
Alaska
$694K +$58.8K +1,924 +9%
EAM
367
Evanson Asset Management
California
$692K -$1.22K -40 -0.2%
EAM
368
Empirical Asset Management
Massachusetts
$684K +$705K +23,087 New
KA
369
Kearns & Associates
California
$677K +$698K +22,856 New
RPGK
370
Retirement Planning Group (Kansas)
Kansas
$675K +$20.8K +681 +3%
IP
371
Ignite Planners
California
$675K +$686K +22,465 New
IAN
372
Integrated Advisors Network
Texas
$673K -$6.42K -210 -0.9%
CIAS
373
Capital Investment Advisory Services
North Carolina
$669K -$31.8K -1,040 -4%
BL
374
BFSG LLC
California
$664K +$52.1K +1,705 +8%
CA
375
Clearstead Advisors
Ohio
$663K -$312K -10,213 -31%

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.