We are live on ! Find out more
SCHE icon

Schwab Emerging Markets Equity ETF

694 hedge funds and large institutions have $6.38B invested in Schwab Emerging Markets Equity ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 347 increasing their positions, 195 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 32

78% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 195

14% more funds holding in top 10

Funds holding in top 10: 4349 (+6)

7% more capital invested

Capital invested by funds: $5.95B → $6.38B (+$433M)

4% more funds holding

Funds holding: 667694 (+27)

0.51% less ownership

Funds ownership: 65.51%65% (-0.51%)

42% less call options, than puts

Call options by funds: $243K | Put options by funds: $419K

Holders
694
Holders Change
+27
Holders Change %
+4.05%
% of All Funds
12.08%
Holding in Top 10
49
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.95%
% of All Funds
0.85%
New
65
Increased
347
Reduced
195
Closed
32
Calls
$243K
Puts
$419K
Net Calls
-$176K
Net Calls Change
+$381K
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
376
Howard Financial Services
Texas
$656K +$3.34K +103 +0.5%
BJL
377
Brighton Jones LLC
Washington
$648K +$58.5K +1,803 +10%
BL
378
BFSG LLC
California
$644K -$17.3K -533 -3%
EGWAG
379
Elwood & Goetz Wealth Advisory Group
Georgia
$641K
HIGP
380
Hill Investment Group Partners
Missouri
$641K +$632K +19,483 New
CNFG
381
Creegan & Nassoura Financial Group
New Hampshire
$638K -$14.3K -440 -2%
ACG
382
Allen Capital Group
Nebraska
$634K -$21K -648 -3%
AWA
383
Alaska Wealth Advisors
Alaska
$633K +$69.3K +2,137 +12%
KJWM
384
Kiley Juergens Wealth Management
Washington
$630K +$160K +4,939 +35%
NFG
385
Northeast Financial Group
Pennsylvania
$626K +$21.3K +658 +4%
FG
386
Foster Group
Iowa
$626K +$129K +3,990 +26%
GCA
387
Gradient Capital Advisors
California
$617K -$23K -708 -4%
AIC
388
Ameritas Investment Company
Nebraska
$616K +$65.7K +2,025 +29%
BCM
389
Brookstone Capital Management
Illinois
$609K +$616K +18,986 New
HWA
390
Heritage Way Advisors
Illinois
$598K +$21K +646 +4%
SC
391
Schoolcraft Capital
Colorado
$593K +$5.94K +183 +1%
CA
392
Cetera Advisors
Colorado
$592K +$584K +18,009 New
FLA
393
Financial Life Advisors
Texas
$590K -$50.8K -1,566 -8%
PEA
394
Pacific Edge Advisors
California
$580K +$107K +3,300 +23%
ICG
395
InterOcean Capital Group
Tennessee
$570K +$23.5K +725 +4%
CWM
396
Cadence Wealth Management
Massachusetts
$569K -$61.5K -1,896 -10%
FFA
397
Fragasso Financial Advisors
Pennsylvania
$565K +$3.47K +107 +0.6%
WP
398
WealthPLAN Partners
Nebraska
$565K +$14.8K +455 +3%
GAM
399
Gould Asset Management
California
$564K -$16.5K -510 -3%
DADC
400
D.A. Davidson & Co
Montana
$563K

SCHE Hedge Fund Activity: Q2 2021 in Review

694 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2021, worth a combined $6.38B — up 7.3% from $5.95B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SCHE positions and 32 closed out — a net gain of 33 holders — while 347 added to existing stakes and 195 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $140M. The largest seller was Susquehanna International Group, cutting an estimated $51.7M.

  • 694 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2021, up from 667 in Q1 2021.
  • Funds reported $6.38B of Schwab Emerging Markets Equity ETF stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 65 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2021 and 32 closed out, a net change of +33 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $140M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2021 was Susquehanna International Group, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2021.