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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
CA
451
Clearstead Advisors
Ohio
$372K +$147 +6 +0%
BL
452
BCWM LLC
Kansas
$372K -$181K -7,398 -33%
LP
453
LGL Partners
Pennsylvania
$369K +$1.91K +78 +0.5%
HL
454
HeadInvest LLC
Maine
$360K +$23.8K +975 +7%
SAM
455
SignalPoint Asset Management
Missouri
$357K -$1.81K -74 -0.5%
RCAG
456
Rehmann Capital Advisory Group
Michigan
$356K
IWA
457
Intercontinental Wealth Advisors
Texas
$349K
CTWM
458
Cherry Tree Wealth Management
Minnesota
$348K +$345K +14,133 New
SSWM
459
Sheets Smith Wealth Management
North Carolina
$347K -$61.7K -2,527 -15%
GWM
460
GSB Wealth Management
Connecticut
$346K -$2.18M -89,019 -86%
MFC
461
Morris Financial Concepts
South Carolina
$345K -$1.34K -55 -0.4%
BFM
462
Broadview Financial Management
Wisconsin
$345K +$1.76K +72 +0.5%
MWA
463
Motive Wealth Advisors
Michigan
$341K -$4.72K -193 -1%
FI
464
Financial Insights
Washington
$335K -$3.88K -159 -1%
SIC
465
Salem Investment Counselors
North Carolina
$334K -$538 -22 -0.2%
CWM
466
Cadence Wealth Management
Massachusetts
$334K -$19.6K -803 -6%
MA
467
Modus Advisors
Minnesota
$325K -$11.1K -456 -3%
MWM
468
Meridian Wealth Management
Kentucky
$324K +$12K +491 +4%
TC
469
TownSquare Capital
Utah
$322K +$20.7K +848 +7%
JPLA
470
Joseph P. Lucia & Associates
New York
$318K -$2.93K -120 -0.9%
MCCP
471
Mission Creek Capital Partners
California
$316K -$4.72K -193 -1%
LFA
472
Landmark Financial Advisors
Kentucky
$315K -$48.5K -1,986 -13%
MIA
473
Milestone Investment Advisors
Wisconsin
$315K -$7.92K -324 -2%
CAG
474
Csenge Advisory Group
Florida
$315K +$53.2K +2,179 +21%
GWA
475
Geometric Wealth Advisors
District of Columbia
$310K +$1.54K +63 +0.5%

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.