We are live on ! Find out more
SCHE icon

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
AIM
451
Acropolis Investment Management
Missouri
$359K +$182K +7,830 +107%
TI
452
Trexquant Investment
Connecticut
$358K +$352K +15,119 New
MIA
453
Milestone Investment Advisors
Wisconsin
$357K +$351K +15,078 New
BCI
454
Brinker Capital Investments
Pennsylvania
$355K
KAS
455
Kestra Advisory Services
Texas
$354K +$40.9K +1,759 +13%
LP
456
LGL Partners
Pennsylvania
$353K +$8.45K +363 +2%
PFA
457
Pure Financial Advisors
California
$351K +$1.14K +49 +0.3%
HHRDM
458
H&H Retirement Design & Management
Nevada
$348K -$162K -6,946 -34%
KIG
459
Kowal Investment Group
Wisconsin
$344K +$96.2K +4,132 +40%
RCAG
460
Rehmann Capital Advisory Group
Michigan
$342K
JF
461
Joule Financial
Kentucky
$341K +$47.4K +2,037 +16%
CWM
462
Cadence Wealth Management
Massachusetts
$341K +$1.89K +81 +0.6%
WF
463
Warner Financial
Maryland
$340K +$335K +14,373 New
NL
464
NWAM LLC
Washington
$336K +$47.3K +2,033 +17%
FI
465
Financial Insights
Washington
$331K -$46.8K -2,011 -13%
IWA
466
Intercontinental Wealth Advisors
Texas
$329K
SIC
467
Salem Investment Counselors
North Carolina
$329K +$6.42K +276 +2%
BFM
468
Broadview Financial Management
Wisconsin
$327K +$15.5K +668 +5%
MFC
469
Morris Financial Concepts
South Carolina
$326K -$30.6K -1,313 -9%
FA
470
FC Advisory
Pennsylvania
$325K +$90.3K +3,879 +39%
MA
471
Modus Advisors
Minnesota
$323K -$482K -20,694 -60%
VFA
472
Valeo Financial Advisors
Indiana
$320K +$25.1K +1,080 +9%
BTWM
473
Baker Tilly Wealth Management
Wisconsin
$318K +$36.4K +1,565 +13%
RWP
474
Revolve Wealth Partners
New Jersey
$318K -$10.4K -447 -3%
MWM
475
Meridian Wealth Management
Kentucky
$317K -$17.5K -751 -5%

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.