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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
NF
351
NTB Financial
Colorado
$625K +$13.4K +511 +2%
FCA
352
FLC Capital Advisors
California
$624K -$62K -2,374 -9%
ACA
353
Atlas Capital Advisors
Wyoming
$624K +$107K +4,089 +20%
MWM
354
Meridian Wealth Management
Kentucky
$623K +$424K +16,216 +195%
ES
355
Eagle Strategies
New York
$616K +$634K +24,259 New
EH
356
Equitable Holdings
New York
$612K +$90K +3,445 +17%
WFA
357
Wade Financial Advisory
California
$610K +$74.7K +2,860 +14%
SFG
358
Sunburst Financial Group
Alabama
$610K +$628K +24,051 New
ASI
359
Advisory Services & Investments
Oregon
$608K -$4.14M -158,312 -87%
BL
360
BFSG LLC
California
$605K +$14.6K +558 +2%
SWM
361
Southern Wealth Management
Texas
$599K +$616K +23,586 New
EAM
362
Evanson Asset Management
California
$592K +$679 +26 +0.1%
SP
363
Successful Portfolios
Florida
$580K -$22.1K -847 -4%
KA
364
Kearns & Associates
California
$580K
DS
365
DRW Securities
Illinois
$578K
CCG
366
Coastwise Capital Group
California
$577K +$80.5K +3,080 +16%
MWA
367
Motive Wealth Advisors
Michigan
$573K +$32.2K +1,231 +6%
TNA
368
True North Advisors
Texas
$568K +$19.8K +758 +3%
RW
369
REDW Wealth
New Mexico
$567K -$49K -1,874 -8%
AA
370
Alesco Advisors
New York
$566K -$2.95K -113 -0.5%
KLI
371
Kelman-Lazarov Inc
Tennessee
$563K +$579K +22,164 New
AAS
372
Avantax Advisory Services
Texas
$561K +$7.11K +272 +1%
ZF
373
Zhang Financial
Michigan
$560K +$152K +5,798 +36%
FSG
374
Financial Strategies Group
Michigan
$560K +$577K +22,076 New
SC
375
Schoolcraft Capital
Colorado
$558K +$33.6K +1,285 +6%

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.