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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
SFS
426
Summit Financial Strategies
Ohio
$447K +$26.3K +909 +6%
FVWA
427
Foster Victor Wealth Advisors
South Carolina
$442K -$1.59K -55 -0.3%
AF
428
Advisornet Financial
Minnesota
$441K -$861K -29,763 -65%
WW
429
Waterfront Wealth
Kansas
$441K +$66.5K +2,296 +17%
Qube Research & Technologies (QRT)
430
Qube Research & Technologies (QRT)
United Kingdom
$441K +$459K +15,868 New
SAM
431
SignalPoint Asset Management
Missouri
$440K +$19.3K +668 +4%
SAM
432
Summit Asset Management
Tennessee
$435K +$9.75K +337 +2%
CFO
433
Collective Family Office
Pennsylvania
$434K -$170K -5,871 -27%
KJWM
434
Kiley Juergens Wealth Management
Washington
$430K -$343K -11,857 -43%
TSS
435
Two Sigma Securities
New York
$425K +$443K +15,300 New
BA
436
Bridgewater Advisors
New York
$424K -$2.95K -102 -0.7%
GM
437
GeoWealth Management
Illinois
$422K +$46.8K +1,618 +12%
IWA
438
Intercontinental Wealth Advisors
Texas
$421K +$17.4K +600 +4%
BCI
439
Brinker Capital Investments
Pennsylvania
$420K +$5.33K +184 +1%
Prudential Financial
440
Prudential Financial
New Jersey
$418K +$64.6K +2,233 +17%
CAAM
441
Cornerstone Advisors Asset Management
Pennsylvania
$414K
RWP
442
Revolve Wealth Partners
New Jersey
$413K -$119K -4,096 -22%
PFA
443
Pure Financial Advisors
California
$413K -$17K -587 -4%
BWM
444
Blossom Wealth Management
California
$413K +$15.2K +525 +4%
WOSD
445
WFA of San Diego
California
$412K +$724 +25 +0.2%
EAM
446
Empirical Asset Management
Massachusetts
$406K -$245K -8,471 -37%
DP
447
DDD Partners
Washington
$404K +$23.5K +811 +6%
IP
448
Ignite Planners
California
$399K -$211K -7,286 -32%
VFA
449
Valeo Financial Advisors
Indiana
$399K
RCAG
450
Rehmann Capital Advisory Group
Michigan
$395K

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.