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Schwab Emerging Markets Equity ETF

705 hedge funds and large institutions have $6.09B invested in Schwab Emerging Markets Equity ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 279 increasing their positions, 277 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

2% more funds holding

Funds holding: 694705 (+11)

1% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 277

0.44% more ownership

Funds ownership: 70.26%70.71% (+0.44%)

0% more capital invested

Capital invested by funds: $6.07B → $6.09B (+$24M)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
705
Holders Change
+11
Holders Change %
+1.59%
% of All Funds
11.07%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.58%
New
55
Increased
279
Reduced
277
Closed
36
Calls
$675K
Puts
Net Calls
+$675K
Net Calls Change
-$789K
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
426
Natixis Advisors
Massachusetts
$415K +$67.8K +2,775 +20%
HAS
427
HBW Advisory Services
California
$414K +$118K +4,828 +40%
HIGP
428
Hill Investment Group Partners
Missouri
$412K -$11.8K -482 -3%
NB
429
Nicolet Bankshares
Wisconsin
$408K -$684 -28 -0.2%
BCM
430
Bourgeon Capital Management
Connecticut
$408K -$6.96K -285 -2%
FVWA
431
Foster Victor Wealth Advisors
South Carolina
$407K +$7.33K +300 +2%
AA
432
Ancora Advisors
Ohio
$407K -$22.9K -936 -5%
ONB
433
Old National Bancorp
Indiana
$406K +$403K +16,489 New
GM
434
GeoWealth Management
Illinois
$406K +$37.9K +1,549 +10%
EWM
435
Evermay Wealth Management
Virginia
$403K
S
436
SignatureFD
Georgia
$401K +$194K +7,957 +96%
JIR
437
James Investment Research
Ohio
$401K +$25.6K +1,047 +7%
EFM
438
Eley Financial Management
Vermont
$396K +$19.7K +807 +5%
KAS
439
Kestra Advisory Services
Texas
$392K -$245K -10,010 -39%
WW
440
Waterfront Wealth
Kansas
$391K -$19.1K -783 -5%
TI
441
Trexquant Investment
Connecticut
$388K +$385K +15,745 New
SFS
442
Summit Financial Strategies
Ohio
$387K +$2.66K +109 +0.7%
BCM
443
Brookstone Capital Management
Illinois
$386K -$3.88K -159 -1%
EH
444
Equitable Holdings
New York
$384K +$380K +15,571 New
PFA
445
Pure Financial Advisors
California
$382K +$11.1K +455 +3%
EWA
446
Exencial Wealth Advisors
Oklahoma
$380K +$377K +15,408 New
ACA
447
Atlas Capital Advisors
Wyoming
$379K -$154K -6,306 -29%
NA
448
NewEdge Advisors
Louisiana
$376K +$60.1K +2,459 +19%
CNFG
449
Creegan & Nassoura Financial Group
New Hampshire
$374K
AIM
450
Acropolis Investment Management
Missouri
$373K

SCHE Hedge Fund Activity: Q2 2023 in Review

705 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2023, worth a combined $6.09B — up 0.4% from $6.07B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SCHE positions and 36 closed out — a net gain of 19 holders — while 279 added to existing stakes and 277 trimmed.

The largest buyer was Bishop & Co Investment Management, adding an estimated $75.5M. The largest seller was Citadel Advisors, cutting an estimated $81.3M.

  • 705 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2023, up from 694 in Q1 2023.
  • Funds reported $6.09B of Schwab Emerging Markets Equity ETF stock for Q2 2023, up 0.4% quarter-over-quarter.
  • 55 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2023 and 36 closed out, a net change of +19 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2023 was Bishop & Co Investment Management, an estimated $75.5M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2023 was Citadel Advisors, an estimated $81.3M sold.

Based on aggregated 13F filings for Q2 2023.