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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
RDWM
376
Red Door Wealth Management
Tennessee
$530K +$521K +22,386 New
Millennium Management
377
Millennium Management
New York
$528K +$519K +22,295 New
VPIM
378
Vanguard Personalized Indexing Management
California
$527K +$518K +22,261 New
MA
379
MCF Advisors
Kentucky
$526K +$76.1K +3,270 +17%
SFG
380
StrategIQ Financial Group
Indiana
$525K +$47 +2 +0%
GCA
381
Gradient Capital Advisors
California
$524K +$17K +729 +3%
DAS
382
Dynamic Advisor Solutions
Arizona
$524K +$76.2K +3,275 +17%
FMWA
383
Forvis Mazars Wealth Advisors
Missouri
$516K +$508K +21,817 New
William Blair & Company
384
William Blair & Company
Illinois
$516K +$7.98K +343 +2%
DFC
385
DBK Financial Counsel
Ohio
$515K
AAS
386
Avantax Advisory Services
Texas
$514K -$43K -1,848 -8%
CIAS
387
Capital Investment Advisory Services
North Carolina
$510K -$73.5K -3,159 -13%
CCG
388
Coastwise Capital Group
California
$510K -$9.17K -394 -2%
RG
389
Retirement Group
California
$504K +$70.3K +3,019 +17%
WFA
390
Wade Financial Advisory
California
$496K -$66.6K -2,860 -12%
PCMC
391
Private Capital Management (Colorado)
Colorado
$491K +$483K +20,752 New
WCFA
392
Walkner Condon Financial Advisors
Wisconsin
$477K -$1.49K -64 -0.3%
CAL
393
Capital Advisors Ltd
Ohio
$477K +$52.7K +2,262 +13%
IP
394
Ignite Planners
California
$476K +$11.7K +504 +3%
FVWA
395
Foster Victor Wealth Advisors
South Carolina
$469K +$48K +2,060 +12%
VFIC
396
Valley Forge Investment Consultants
Pennsylvania
$468K -$429K -18,422 -48%
LFA
397
Laraway Financial Advisors
Minnesota
$468K -$6.91K -297 -1%
AWM
398
Axxcess Wealth Management
California
$462K +$454K +19,508 New
MBFW
399
Morton Brown Family Wealth
Pennsylvania
$460K +$380K +16,330 +529%
AA
400
Alesco Advisors
New York
$459K -$45.5K -1,955 -9%

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.