We are live on ! Find out more
SCHE icon

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
CCM
401
Coldstream Capital Management
Washington
$459K +$451K +19,392 New
WBCM
402
Wilson & Boucher Capital Management
California
$458K +$13.3K +571 +3%
CI
403
Cordant Inc
Oregon
$456K +$216K +9,293 +93%
AWM
404
Act Wealth Management
Texas
$454K +$232K +9,953 +108%
AFAS
405
Acorn Financial Advisory Services
Virginia
$454K +$2.72K +117 +0.6%
ICM
406
Islay Capital Management
Texas
$452K
BL
407
BFSG LLC
California
$450K -$81.3K -3,494 -16%
ACA
408
Atlas Capital Advisors
Wyoming
$444K -$81.4K -3,499 -16%
PA
409
Procyon Advisors
Connecticut
$442K -$53.9K -2,315 -11%
GAM
410
Gould Asset Management
California
$442K -$24.7K -1,060 -5%
AA
411
Ancora Advisors
Ohio
$438K -$583K -25,034 -57%
EGWAG
412
Elwood & Goetz Wealth Advisory Group
Georgia
$436K -$14.6K -626 -3%
GT
413
Greenleaf Trust
Michigan
$434K
IAN
414
Integrated Advisors Network
Texas
$430K -$22.2K -954 -5%
SCM
415
SOL Capital Management
Maryland
$429K +$10K +430 +2%
RPGK
416
Retirement Planning Group (Kansas)
Kansas
$422K -$326 -14 -0.1%
WW
417
Waterfront Wealth
Kansas
$422K -$10.9K -469 -3%
IWM
418
IHT Wealth Management
Illinois
$421K +$124K +5,317 +43%
BCM
419
Brookstone Capital Management
Illinois
$415K -$196K -8,418 -34%
BFO
420
Biltmore Family Office
North Carolina
$408K +$401K +17,244 New
SFS
421
Summit Financial Strategies
Ohio
$407K +$42K +1,803 +12%
CCM
422
Crew Capital Management
Ohio
$407K -$53.2K -2,285 -12%
BWM
423
Blossom Wealth Management
California
$404K +$42.8K +1,837 +12%
AWM
424
Abound Wealth Management
Tennessee
$404K +$169K +7,243 +74%
SSWM
425
Sheets Smith Wealth Management
North Carolina
$402K -$7.82K -336 -2%

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.