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Schwab Emerging Markets Equity ETF

734 hedge funds and large institutions have $6.31B invested in Schwab Emerging Markets Equity ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 329 increasing their positions, 204 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 51

61% more repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 204

9% more funds holding

Funds holding: 676734 (+58)

3.2% more ownership

Funds ownership: 64.78%67.98% (+3.2%)

5% more capital invested

Capital invested by funds: $6.03B → $6.31B (+$276M)

0% more funds holding in top 10

Funds holding in top 10: 4343 (0)

Holders
734
Holders Change
+58
Holders Change %
+8.58%
% of All Funds
11.3%
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.66%
New
122
Increased
329
Reduced
204
Closed
51
Calls
$602K
Puts
Net Calls
+$602K
Net Calls Change
+$233K
Name Holding Trade Value Shares
Change
Change in
Stake
FC
401
Ferris Capital
Massachusetts
$584K
ACG
402
Allen Capital Group
Nebraska
$583K +$6.72K +220 +1%
CAL
403
Capital Advisors Ltd
Ohio
$577K -$38.3K -1,255 -6%
HIGP
404
Hill Investment Group Partners
Missouri
$577K
SCM
405
SOL Capital Management
Maryland
$576K -$90.7K -2,970 -13%
CA
406
Cetera Advisors
Colorado
$571K -$20.3K -663 -3%
WBCM
407
Wilson & Boucher Capital Management
California
$565K +$582K +19,059 New
GAM
408
Garrison Asset Management
Arkansas
$563K +$59.3K +1,940 +11%
RWP
409
Revolve Wealth Partners
New Jersey
$562K +$579K +18,961 New
BC
410
Burleson & Co
California
$553K -$20K -656 -3%
ZIM
411
Zacks Investment Management
Illinois
$550K +$113K +3,695 +25%
KM
412
Kalos Management
Georgia
$548K +$44.3K +1,451 +9%
BF
413
BOK Financial
Oklahoma
$547K -$1.07K -35 -0.2%
WP
414
WealthPLAN Partners
Nebraska
$544K -$4.37K -143 -0.8%
FLA
415
Financial Life Advisors
Texas
$534K +$3.06K +100 +0.6%
SFP
416
Sterling Financial Planning
New Jersey
$532K +$18.5K +606 +3%
WPWM
417
Windward Private Wealth Management
Kansas
$528K -$318K -10,409 -37%
BZWA
418
Blue Zone Wealth Advisors
California
$528K
TNA
419
True North Advisors
Texas
$526K +$12.9K +423 +2%
FI
420
Financial Insights
Washington
$524K +$7.94K +260 +1%
GAM
421
Gould Asset Management
California
$523K -$57.6K -1,885 -10%
FFA
422
Fragasso Financial Advisors
Pennsylvania
$520K +$11.7K +383 +2%
TFS
423
TrustCore Financial Services
Tennessee
$513K -$350K -11,447 -40%
NB
424
Nicolet Bankshares
Wisconsin
$508K -$87.5K -2,863 -14%
HCM
425
Hengehold Capital Management
Ohio
$499K +$514K +16,837 New

SCHE Hedge Fund Activity: Q4 2021 in Review

734 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2021, worth a combined $6.31B — up 4.6% from $6.03B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SCHE positions and 51 closed out — a net gain of 71 holders — while 329 added to existing stakes and 204 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $216M. The largest seller was Mather Group, cutting an estimated $82M.

  • 734 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2021, up from 676 in Q3 2021.
  • Funds reported $6.31B of Schwab Emerging Markets Equity ETF stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 122 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2021 and 51 closed out, a net change of +71 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $216M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q4 2021 was Mather Group, an estimated $82M sold.

Based on aggregated 13F filings for Q4 2021.