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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
FWP
351
Falcon Wealth Planning
California
$623K -$15.9K -682 -3%
TFS
352
TrustCore Financial Services
Tennessee
$623K -$4.49K -193 -0.7%
HWA
353
HHM Wealth Advisors
Tennessee
$613K +$559 +24 +0.1%
AIM
354
Aspen Investment Management
Michigan
$612K -$51.8K -2,225 -8%
PTC
355
Private Trust Company
Ohio
$611K -$113K -4,855 -16%
MAS
356
Madden Advisory Services
Florida
$598K -$11.8K -507 -2%
RF
357
Rollins Financial
Georgia
$587K +$175K +7,529 +44%
BFEC
358
Benjamin F. Edwards & Company
Missouri
$585K -$10.9M -470,199 -95%
FCH
359
Freestone Capital Holdings
Washington
$579K -$223K -9,559 -28%
PCA
360
Personal Capital Advisors
California
$572K +$105K +4,500 +23%
IWM
361
Integris Wealth Management
California
$572K +$562K +24,164 New
SWM
362
Southern Wealth Management
Texas
$572K +$13.1K +563 +2%
SFP
363
Sterling Financial Planning
New Jersey
$570K +$2.58K +111 +0.5%
CMBA
364
C.M. Bidwell & Associates
Hawaii
$570K +$22.3K +958 +4%
WIM
365
WealthPlan Investment Management
Nebraska
$561K +$27.8K +1,195 +6%
WP
366
WealthPLAN Partners
Nebraska
$560K +$519K +22,296 New
EAM
367
Evanson Asset Management
California
$557K +$1.82K +78 +0.3%
SP
368
SWS Partners
Ohio
$557K +$102K +4,401 +23%
CBFP
369
Cedar Brook Financial Partners
Ohio
$556K -$174K -7,489 -24%
RA
370
Riversedge Advisors
Delaware
$554K -$891K -38,284 -62%
SP
371
Successful Portfolios
Florida
$546K +$19.6K +842 +4%
KA
372
Kearns & Associates
California
$541K
GCP
373
Gill Capital Partners
Colorado
$536K -$93.4K -4,013 -15%
BBW
374
Blue Barn Wealth
Utah
$534K -$38.4K -1,649 -7%
NF
375
Nikulski Financial
Iowa
$530K -$351K -15,080 -40%

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.