Schwab Emerging Markets Equity ETF
SCHE
598 hedge funds and large institutions have $3.15B invested in Schwab Emerging Markets Equity ETF in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 222 increasing their positions, 249 reducing their positions, and 101 closing their positions.
45% more call options, than puts
Call options by funds: $298K | Put options by funds: $205K
4.13% more ownership
Funds ownership: 59.93% → 64.06% (+4.1%)
7% less funds holding
Funds holding: 642 → 598 (-44)
11% less repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 249
23% less capital invested
Capital invested by funds: $4.08B → $3.15B (-$933M)
26% less funds holding in top 10
Funds holding in top 10: 53 → 39 (-14)
36% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 101
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$230M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$70.7M |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
+$69.3M |
| 4 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$39M |
| 5 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$25.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$132M |
| 2 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$47.3M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$38.2M |
| 4 |
FWM
Focused Wealth Management
Newburgh,
New York
|
-$35.4M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$34.4M |
SCHE Hedge Fund Activity: Q1 2020 in Review
598 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q1 2020, worth a combined $3.15B — down 23% from $4.08B a quarter earlier.
Sellers outnumbered buyers: 101 funds closed out of SCHE and 65 opened new positions — a net loss of 36 holders — while 249 trimmed existing stakes and 222 added.
The largest buyer was Creative Planning, adding an estimated $230M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $132M.
- 598 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q1 2020, down from 642 in Q4 2019.
- Funds reported $3.15B of Schwab Emerging Markets Equity ETF stock for Q1 2020, down 23% quarter-over-quarter.
- 65 funds opened new Schwab Emerging Markets Equity ETF positions in Q1 2020 and 101 closed out, a net change of -36 holders.
- The largest Schwab Emerging Markets Equity ETF buyer in Q1 2020 was Creative Planning, an estimated $230M added.
- The largest Schwab Emerging Markets Equity ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $132M sold.
Based on aggregated 13F filings for Q1 2020.