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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
TC
426
TownSquare Capital
Utah
$401K +$129K +5,532 +48%
BJL
427
Brighton Jones LLC
Washington
$401K +$10.9K +467 +3%
GAM
428
Garrison Asset Management
Arkansas
$399K -$50.8K -2,181 -11%
DADC
429
D.A. Davidson & Co
Montana
$399K -$15.7K -673 -4%
HIGP
430
Hill Investment Group Partners
Missouri
$396K -$64.1K -2,755 -14%
FFA
431
First Foundation Advisors
California
$395K -$82.9K -3,563 -18%
EWM
432
Evermay Wealth Management
Virginia
$394K -$89.5K -3,843 -19%
NB
433
Nicolet Bankshares
Wisconsin
$392K -$9.89K -425 -2%
VF
434
Vawter Financial
Ohio
$390K +$384K +16,483 New
MWA
435
Motive Wealth Advisors
Michigan
$388K -$32.8K -1,408 -8%
BIP
436
Blueprint Investment Partners
North Carolina
$384K -$171K -7,356 -31%
TA
437
TrueWealth Advisors
Alabama
$383K +$7.71K +331 +2%
LFA
438
Landmark Financial Advisors
Kentucky
$381K -$75.4K -3,240 -17%
NA
439
NewEdge Advisors
Louisiana
$380K +$409K +17,559 New
FA
440
Faithward Advisors
Pennsylvania
$376K -$5.63K -242 -2%
CCB
441
Country Club Bank
Missouri
$367K
WTA
442
Washington Trust Advisors
Massachusetts
$366K -$3.46M -148,827 -91%
RJA
443
Raymond James & Associates
Florida
$366K -$315K -13,549 -47%
AWM
444
AE Wealth Management
Kansas
$365K -$113K -4,843 -24%
CA
445
Clearstead Advisors
Ohio
$364K -$26.3K -1,129 -7%
SAM
446
SignalPoint Asset Management
Missouri
$364K -$3.44K -148 -1%
SWA
447
Stratos Wealth Advisors
Ohio
$362K -$728K -31,263 -67%
EFM
448
Eley Financial Management
Vermont
$360K +$354K +15,189 New
AAS
449
Ameritas Advisory Services
Nebraska
$359K -$439K -18,880 -55%
CNFG
450
Creegan & Nassoura Financial Group
New Hampshire
$359K -$118K -5,075 -25%

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.