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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
TNA
376
True North Advisors
Texas
$601K +$113K +3,889 +22%
BJL
377
Brighton Jones LLC
Washington
$596K +$18.7K +646 +3%
CNFG
378
Creegan & Nassoura Financial Group
New Hampshire
$595K
MWA
379
Motive Wealth Advisors
Michigan
$593K +$138K +4,773 +29%
CWM
380
Connecticut Wealth Management
Connecticut
$593K +$618K +21,359 New
SWM
381
Spire Wealth Management
Virginia
$589K +$152K +5,265 +33%
WFA
382
Wade Financial Advisory
California
$588K +$9.03K +312 +1%
HFS
383
Howard Financial Services
Texas
$583K +$87 +3 +0%
AAS
384
Ameritas Advisory Services
Nebraska
$582K -$194K -6,697 -24%
SFG
385
StrategIQ Financial Group
Indiana
$581K -$2.03K -70 -0.3%
GAM
386
Gould Asset Management
California
$577K +$90.9K +3,140 +18%
FI
387
Financial Insights
Washington
$576K +$88K +3,039 +17%
SIC
388
Salem Investment Counselors
North Carolina
$575K +$579 +20 +0.1%
SC
389
Schoolcraft Capital
Colorado
$575K +$10.5K +362 +2%
EH
390
Equitable Holdings
New York
$574K -$4.98K -172 -0.8%
GCA
391
Gradient Capital Advisors
California
$572K +$15.9K +550 +3%
LFA
392
Laraway Financial Advisors
Minnesota
$570K -$1.45K -50 -0.2%
ACA
393
Atlas Capital Advisors
Wyoming
$569K -$2.78K -96 -0.5%
ZIM
394
Zacks Investment Management
Illinois
$563K +$49.5K +1,711 +9%
EGWAG
395
Elwood & Goetz Wealth Advisory Group
Georgia
$560K -$205K -7,099 -26%
GT
396
Greenleaf Trust
Michigan
$559K
CA
397
Clearstead Advisors
Ohio
$553K -$71.1K -2,456 -11%
BAWC
398
Boyce & Associates Wealth Consulting
Texas
$553K +$577K +19,921 New
SSWM
399
Sheets Smith Wealth Management
North Carolina
$552K -$25.8K -890 -4%
FC
400
Ferris Capital
Massachusetts
$547K

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.