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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
PCA
351
Permit Capital Advisors
Pennsylvania
$690K +$740K +25,580 New
JPLA
352
Joseph P. Lucia & Associates
New York
$689K -$249K -8,620 -26%
AWA
353
Alaska Wealth Advisors
Alaska
$675K +$25.1K +867 +4%
RW
354
REDW Wealth
New Mexico
$673K -$5.04K -174 -0.7%
NF
355
NTB Financial
Colorado
$670K -$3.42K -118 -0.5%
CIAS
356
Capital Investment Advisory Services
North Carolina
$670K +$44.4K +1,534 +7%
EWM
357
Evermay Wealth Management
Virginia
$668K +$675K +23,315 +3,189%
SP
358
Successful Portfolios
Florida
$658K -$22K -760 -3%
EAM
359
Evanson Asset Management
California
$647K -$1.71K -59 -0.3%
BL
360
BFSG LLC
California
$646K +$24.4K +842 +4%
AWM
361
AE Wealth Management
Kansas
$642K +$94.6K +3,268 +16%
AAS
362
Annex Advisory Services
Wisconsin
$637K -$54.9K -1,897 -8%
KA
363
Kearns & Associates
California
$635K
DS
364
DRW Securities
Illinois
$633K +$660K +22,789 New
CG
365
Colony Group
Massachusetts
$632K -$1.15M -39,842 -64%
BEW
366
Burton Enright Welch
California
$631K -$77.2K -2,666 -11%
ICG
367
InterOcean Capital Group
Tennessee
$630K -$36.4K -1,258 -5%
SFO
368
Stokes Family Office
Louisiana
$626K +$652K +22,528 New
AA
369
Alesco Advisors
New York
$622K -$33.9K -1,170 -5%
IAN
370
Integrated Advisors Network
Texas
$620K -$11.2K -387 -2%
CI
371
Cordant Inc
Oregon
$616K -$586K -20,259 -48%
SPIA
372
Steward Partners Investment Advisory
New York
$614K +$11K +380 +2%
AAS
373
Avantax Advisory Services
Texas
$610K -$146K -5,045 -19%
DFC
374
DBK Financial Counsel
Ohio
$604K
WDL
375
Well Done LLC
Michigan
$602K

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.