We are live on ! Find out more
SCHE icon

Schwab Emerging Markets Equity ETF

264 hedge funds and large institutions have $1.21B invested in Schwab Emerging Markets Equity ETF in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

124% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 59

33% more capital invested

Capital invested by funds: $911M → $1.21B (+$303M)

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

8% more funds holding

Funds holding: 244264 (+20)

1.19% more ownership

Funds ownership: 41.36%42.54% (+1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
264
Holders Change
+20
Holders Change %
+8.2%
% of All Funds
6.57%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.52%
New
41
Increased
132
Reduced
59
Closed
16
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Cabot Wealth Management
Massachusetts
$6.57M +$2.03M +87,067 +47%
KBFS
27
Kohmann Bosshard Financial Services
Ohio
$6.4M +$227K +9,743 +4%
IFS
28
Ifrah Financial Services
Arkansas
$6.33M -$94.4K -4,053 -2%
Wells Fargo
29
Wells Fargo
California
$6.19M +$3.92M +168,452 +188%
NSAM
30
North Star Asset Management
Wisconsin
$5.83M +$301K +12,916 +6%
GC
31
Garde Capital
Washington
$5.79M -$148K -6,347 -3%
WAM
32
Wealthspire Advisors (Maryland)
Maryland
$5.69M +$232K +9,954 +4%
AI
33
Atria Investments
North Carolina
$5.43M +$2.93M +125,718 +125%
RPGK
34
Retirement Planning Group (Kansas)
Kansas
$5.37M +$251K +10,774 +5%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$5.18M +$341K +14,649 +7%
SBL
36
Sargent Bickham Lagudis
Colorado
$4.93M +$1.55M +66,741 +48%
FC
37
Financial Consulate
Maryland
$4.84M +$3.1M +133,100 +194%
AG
38
Appleton Group
Wisconsin
$4.69M +$4.56M +195,832 New
JWA
39
JFS Wealth Advisors
Pennsylvania
$4.64M
Morgan Stanley
40
Morgan Stanley
New York
$4.58M -$6.76M -290,233 -60%
AWMG
41
Alliance Wealth Management Group
New Jersey
$4.46M +$4.24M +182,248 New
HighTower Advisors
42
HighTower Advisors
Illinois
$4.35M -$55.4K -2,378 -1%
PAI
43
Pittenger & Anderson Inc
Nebraska
$4.19M +$237K +10,191 +6%
CONA
44
Capital One National Association
New York
$4.14M +$4.02M +172,592 New
SWA
45
Sutton Wealth Advisors
Florida
$4.1M +$149K +6,395 +4%
Creative Planning
46
Creative Planning
Kansas
$3.9M +$785K +33,730 +26%
SWM
47
SigFig Wealth Management
California
$3.87M +$19.2K +824 +0.5%
GAM
48
Gemmer Asset Management
California
$3.85M +$2.32M +99,679 +164%
MG
49
Mather Group
Illinois
$3.59M +$293K +12,592 +9%
NCM
50
Novare Capital Management
North Carolina
$3.4M +$755K +32,440 +30%

SCHE Hedge Fund Activity: Q1 2017 in Review

264 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q1 2017, worth a combined $1.21B — up 33% from $911M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SCHE positions and 16 closed out — a net gain of 25 holders — while 132 added to existing stakes and 59 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $63.8M. The largest seller was Piershale Financial Group, exiting entirely with an estimated $10.7M sold.

  • 264 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q1 2017, up from 244 in Q4 2016.
  • Funds reported $1.21B of Schwab Emerging Markets Equity ETF stock for Q1 2017, up 33% quarter-over-quarter.
  • 41 funds opened new Schwab Emerging Markets Equity ETF positions in Q1 2017 and 16 closed out, a net change of +25 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q1 2017 was Charles Schwab Investment Advisory, an estimated $63.8M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q1 2017 was Piershale Financial Group, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2017.