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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
CCG
401
Coastwise Capital Group
California
$546K +$569K +19,668 New
RPGK
402
Retirement Planning Group (Kansas)
Kansas
$542K -$94.5K -3,266 -14%
CAL
403
Capital Advisors Ltd
Ohio
$541K +$29 +1 +0%
HIGP
404
Hill Investment Group Partners
Missouri
$541K
SCM
405
SOL Capital Management
Maryland
$537K -$3.13K -108 -0.6%
PCA
406
Personal Capital Advisors
California
$536K -$172K -5,932 -24%
GAM
407
Garrison Asset Management
Arkansas
$536K +$8.83K +305 +2%
SFP
408
Sterling Financial Planning
New Jersey
$536K +$38.6K +1,335 +7%
WBCM
409
Wilson & Boucher Capital Management
California
$526K -$2.89K -100 -0.5%
CA
410
Cetera Advisors
Colorado
$523K -$13.3K -459 -2%
AFAS
411
Acorn Financial Advisory Services
Virginia
$523K +$141K +4,868 +35%
WCFA
412
Walkner Condon Financial Advisors
Wisconsin
$511K -$59.3K -2,048 -10%
NL
413
NWAM LLC
Washington
$506K +$113K +3,896 +27%
FLA
414
Financial Life Advisors
Texas
$501K
BCM
415
Brookstone Capital Management
Illinois
$500K -$46K -1,589 -8%
FFA
416
Fragasso Financial Advisors
Pennsylvania
$488K +$521 +18 +0.1%
WP
417
WealthPLAN Partners
Nebraska
$487K +$10.4K +360 +2%
WIM
418
WealthPlan Investment Management
Nebraska
$487K +$536K +18,518 New
NB
419
Nicolet Bankshares
Wisconsin
$474K -$3.18K -110 -0.6%
BF
420
BOK Financial
Oklahoma
$468K -$47.3K -1,635 -9%
FA
421
Faithward Advisors
Pennsylvania
$467K +$20.7K +715 +4%
DADC
422
D.A. Davidson & Co
Montana
$465K +$289 +10 +0.1%
CWM
423
Cadence Wealth Management
Massachusetts
$465K +$10.4K +361 +2%
CFO
424
Colony Family Offices
North Carolina
$452K +$471K +16,290 New
ZF
425
Zhang Financial
Michigan
$451K +$470K +16,255 New

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.