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Schwab Emerging Markets Equity ETF

718 hedge funds and large institutions have $6.02B invested in Schwab Emerging Markets Equity ETF in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 276 increasing their positions, 284 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

1.68% more ownership

Funds ownership: 68.73%70.41% (+1.7%)

0% more funds holding

Funds holding: 717718 (+1)

3% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 284

4% less capital invested

Capital invested by funds: $6.26B → $6.02B (-$245M)

5% less funds holding in top 10

Funds holding in top 10: 4240 (-2)

Holders
718
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
12.1%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.67%
New
68
Increased
276
Reduced
284
Closed
57
Calls
$2.57M
Puts
Net Calls
+$2.57M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
HHRDM
401
H&H Retirement Design & Management
Nevada
$498K +$522K +19,963 New
CCM
402
Crew Capital Management
Ohio
$495K -$289K -11,070 -36%
HIGP
403
Hill Investment Group Partners
Missouri
$494K +$26 +1 +0%
GAM
404
Garrison Asset Management
Arkansas
$489K -$1.39K -53 -0.3%
WBCM
405
Wilson & Boucher Capital Management
California
$481K +$26 +1 +0%
AFAS
406
Acorn Financial Advisory Services
Virginia
$477K +$2.67K +102 +0.5%
BEW
407
Burton Enright Welch
California
$474K -$105K -4,009 -18%
CA
408
Cetera Advisors
Colorado
$474K -$3.48K -133 -0.7%
WCFA
409
Walkner Condon Financial Advisors
Wisconsin
$468K +$758 +29 +0.2%
NHC
410
Nicholas Hoffman & Company
Georgia
$466K -$199K -7,603 -29%
GT
411
Greenleaf Trust
Michigan
$465K -$47K -1,800 -9%
GAM
412
Gould Asset Management
California
$463K -$66.5K -2,545 -12%
CFO
413
Collective Family Office
Pennsylvania
$461K +$66.4K +2,540 +16%
SFP
414
Sterling Financial Planning
New Jersey
$460K -$30.9K -1,182 -6%
EGWAG
415
Elwood & Goetz Wealth Advisory Group
Georgia
$459K -$54.8K -2,099 -10%
FLA
416
Financial Life Advisors
Texas
$458K
SCM
417
SOL Capital Management
Maryland
$454K -$37.7K -1,441 -7%
FVWA
418
Foster Victor Wealth Advisors
South Carolina
$448K +$58K +2,221 +14%
FFA
419
Fragasso Financial Advisors
Pennsylvania
$447K +$392 +15 +0.1%
RPGK
420
Retirement Planning Group (Kansas)
Kansas
$432K -$65.3K -2,499 -13%
NB
421
Nicolet Bankshares
Wisconsin
$432K -$1.31K -50 -0.3%
AWM
422
Abound Wealth Management
Tennessee
$429K +$231K +8,823 +109%
JPLA
423
Joseph P. Lucia & Associates
New York
$428K -$207K -7,930 -32%
CA
424
Clearstead Advisors
Ohio
$428K -$80.3K -3,073 -15%
FA
425
Faithward Advisors
Pennsylvania
$428K +$26 +1 +0%

SCHE Hedge Fund Activity: Q2 2022 in Review

718 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2022, worth a combined $6.02B — down 3.9% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SCHE positions and 57 closed out — a net gain of 11 holders — while 276 added to existing stakes and 284 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $255M. The largest seller was Citadel Advisors, exiting entirely with an estimated $51.7M sold.

  • 718 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2022, up from 717 in Q1 2022.
  • Funds reported $6.02B of Schwab Emerging Markets Equity ETF stock for Q2 2022, down 3.9% quarter-over-quarter.
  • 68 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2022 and 57 closed out, a net change of +11 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2022 was Charles Schwab Investment Advisory, an estimated $255M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2022 was Citadel Advisors, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2022.