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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
NL
451
NWAM LLC
Washington
$424K +$27.3K +893 +7%
EWA
452
Exencial Wealth Advisors
Oklahoma
$424K +$438K +14,323 New
RCAG
453
Rehmann Capital Advisory Group
Michigan
$421K
MA
454
MBA Advisors
Pennsylvania
$420K -$11.9K -390 -3%
AFAS
455
Acorn Financial Advisory Services
Virginia
$410K +$36.1K +1,181 +9%
KAS
456
Kestra Advisory Services
Texas
$409K -$314K -10,281 -43%
PAG
457
Private Advisor Group
New Jersey
$409K -$178K -5,839 -30%
CSPIA
458
Cary Street Partners Investment Advisory
Virginia
$409K -$18.9K -620 -4%
DP
459
DDD Partners
Washington
$407K +$14.1K +463 +3%
PWA
460
Physician Wealth Advisors
Utah
$406K +$24.4K +799 +6%
Brown Advisory
461
Brown Advisory
Maryland
$403K +$180K +5,900 +77%
GM
462
GeoWealth Management
Illinois
$402K +$103K +3,370 +33%
WW
463
Waterfront Wealth
Kansas
$400K +$8.13K +266 +2%
OCM
464
One Capital Management
California
$399K -$16.8K -550 -4%
Prudential Financial
465
Prudential Financial
New Jersey
$397K +$4.52K +148 +1%
VA
466
Valmark Advisers
Ohio
$390K +$402K +13,160 New
MFC
467
Morris Financial Concepts
South Carolina
$386K +$399K +13,047 New
VCM
468
Versant Capital Management
Arizona
$384K -$11.9K -391 -3%
GA
469
Gateway Advisory
New Jersey
$379K +$64.2K +2,100 +20%
Citadel Advisors
470
Citadel Advisors
Florida
$377K -$24M -784,975 -98%
FA
471
FC Advisory
Pennsylvania
$377K -$4.67K -153 -1%
GG
472
Gofen & Glossberg
Illinois
$377K +$183 +6 +0%
RF
473
Rollins Financial
Georgia
$375K +$387K +12,664 New
Goldman Sachs
474
Goldman Sachs
New York
$372K -$2.61M -85,318 -87%
DBRC
475
D.B. Root & Company
Pennsylvania
$364K +$5.5K +180 +1%

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.