We are live on ! Find out more
SCHE icon

Schwab Emerging Markets Equity ETF

694 hedge funds and large institutions have $6.38B invested in Schwab Emerging Markets Equity ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 347 increasing their positions, 195 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 32

78% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 195

14% more funds holding in top 10

Funds holding in top 10: 4349 (+6)

7% more capital invested

Capital invested by funds: $5.95B → $6.38B (+$433M)

4% more funds holding

Funds holding: 667694 (+27)

0.51% less ownership

Funds ownership: 65.51%65% (-0.51%)

42% less call options, than puts

Call options by funds: $243K | Put options by funds: $419K

Holders
694
Holders Change
+27
Holders Change %
+4.05%
% of All Funds
12.08%
Holding in Top 10
49
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.95%
% of All Funds
0.85%
New
65
Increased
347
Reduced
195
Closed
32
Calls
$243K
Puts
$419K
Net Calls
-$176K
Net Calls Change
+$381K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$23.3M +$1.73M +53,182 +8%
TF
27
TimeScale Financial
Massachusetts
$23.2M +$1.2M +37,123 +6%
FWP
28
FAS Wealth Partners
Kansas
$22.7M +$1.62M +49,793 +8%
BWA
29
BlueSky Wealth Advisors
North Carolina
$22.2M +$2.42M +74,560 +12%
CCA
30
Clearwater Capital Advisors
Illinois
$22M +$740K +22,826 +4%
PCIA
31
Prime Capital Investment Advisors
Kansas
$21.5M -$3.54M -109,094 -14%
HFP
32
Holistic Financial Partners
Indiana
$21M +$404K +12,465 +2%
RRWA
33
Rainey & Randall Wealth Advisors
Florida
$20.3M +$684K +21,077 +4%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$19.5M -$3.38M -104,193 -15%
RFA
35
Radnor Financial Advisors
Pennsylvania
$18.4M +$528K +16,290 +3%
UBS Group
36
UBS Group
Switzerland
$18.4M +$458K +14,116 +3%
KBFS
37
Kohmann Bosshard Financial Services
Ohio
$18.4M +$4.34M +133,927 +31%
AA
38
Apriem Advisors
California
$17.4M +$608K +18,755 +4%
Cerity Partners
39
Cerity Partners
New York
$17.3M -$1.03M -31,713 -6%
I
40
INVST
Indiana
$16.4M -$89.9K -2,771 -0.5%
Mariner
41
Mariner
Kansas
$16.2M +$1.41M +43,526 +10%
PI
42
PFS Investments
Georgia
$16.2M -$22.8K -703 -0.1%
NSAM
43
North Star Asset Management
Wisconsin
$16.1M +$504K +15,546 +3%
VWA
44
Visionary Wealth Advisors
Illinois
$15.5M +$122K +3,769 +0.8%
RWM
45
RKL Wealth Management
Pennsylvania
$15.2M -$443K -13,668 -3%
SFWA
46
Summit Financial Wealth Advisors
Louisiana
$14.7M +$14.5M +446,460 New
JCM
47
Jacobsen Capital Management
Utah
$14.4M +$369K +11,373 +3%
MGIA
48
Moneta Group Investment Advisors
Missouri
$14.1M +$1.12M +34,467 +9%
5L
49
55I LLC
Massachusetts
$14.1M +$3.25M +100,225 +31%
Wells Fargo
50
Wells Fargo
California
$14.1M +$2.28M +70,443 +20%

SCHE Hedge Fund Activity: Q2 2021 in Review

694 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2021, worth a combined $6.38B — up 7.3% from $5.95B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SCHE positions and 32 closed out — a net gain of 33 holders — while 347 added to existing stakes and 195 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $140M. The largest seller was Susquehanna International Group, cutting an estimated $51.7M.

  • 694 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2021, up from 667 in Q1 2021.
  • Funds reported $6.38B of Schwab Emerging Markets Equity ETF stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 65 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2021 and 32 closed out, a net change of +33 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $140M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2021 was Susquehanna International Group, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2021.