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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
DADC
426
D.A. Davidson & Co
Montana
$496K -$9.17K -300 -2%
DAS
427
Dynamic Advisor Solutions
Arizona
$493K -$15K -490 -3%
MWA
428
Motive Wealth Advisors
Michigan
$491K -$3.36K -110 -0.7%
FVWA
429
Foster Victor Wealth Advisors
South Carolina
$488K +$216K +7,080 +81%
QCM
430
Quest Capital Management
Texas
$488K +$504K +16,489 New
CWM
431
Cadence Wealth Management
Massachusetts
$485K -$10.1K -331 -2%
Luther King Capital Management (LKCM)
432
Luther King Capital Management (LKCM)
Texas
$482K
FA
433
Faithward Advisors
Pennsylvania
$478K +$92 +3 +0%
SWM
434
Spire Wealth Management
Virginia
$472K +$68K +2,226 +16%
PFA
435
Pure Financial Advisors
California
$458K +$24.3K +795 +5%
BA
436
Bridgewater Advisors
New York
$455K -$56.2K -1,839 -11%
SAM
437
Summit Asset Management
Tennessee
$454K -$1.99K -65 -0.4%
WMS
438
Wealth Management Solutions
Pennsylvania
$451K +$465K +15,224 New
SFS
439
Summit Financial Strategies
Ohio
$450K -$5.25K -172 -1%
SAM
440
SignalPoint Asset Management
Missouri
$449K +$18K +590 +4%
BCI
441
Brinker Capital Investments
Pennsylvania
$443K +$457K +14,957 New
SWM
442
Stockman Wealth Management
Montana
$442K +$456K +14,928 New
CAAM
443
Cornerstone Advisors Asset Management
Pennsylvania
$442K +$456K +14,916 New
WOSD
444
WFA of San Diego
California
$438K -$30.5K -998 -6%
SWP
445
Strategic Wealth Partners
Ohio
$437K
DPI
446
Diversified Portfolios Inc
Michigan
$436K -$79.3K -2,594 -15%
SFG
447
Sage Financial Group
Pennsylvania
$432K +$445K +14,571 New
IWA
448
Intercontinental Wealth Advisors
Texas
$431K -$12.9K -423 -3%
VFA
449
Valeo Financial Advisors
Indiana
$426K -$4.61K -151 -1%
BWM
450
Blossom Wealth Management
California
$425K +$46.6K +1,525 +12%

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.