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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
BWA
26
BlueSky Wealth Advisors
North Carolina
$21.7M +$1.84M +60,228 +9%
UCFA
27
United Capital Financial Advisors
Texas
$21.6M -$4.99M -163,312 -18%
LP
28
LGL Partners
Pennsylvania
$21.5M +$22.1M +724,666 New
JFG
29
JMG Financial Group
Illinois
$21.5M +$9.47K +310 +0%
MGIA
30
Moneta Group Investment Advisors
Missouri
$18.9M +$4.78M +156,467 +32%
KBFS
31
Kohmann Bosshard Financial Services
Ohio
$18.8M +$3.58M +117,050 +22%
RFA
32
Radnor Financial Advisors
Pennsylvania
$18.5M +$791K +25,885 +4%
UBS Group
33
UBS Group
Switzerland
$18.3M +$1.28M +41,810 +7%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$17.9M +$54.7K +1,791 +0.3%
FWP
35
FAS Wealth Partners
Kansas
$17.4M -$3.66M -119,643 -17%
I
36
INVST
Indiana
$17.2M +$1.22M +39,825 +7%
Mariner
37
Mariner
Kansas
$16.5M +$892K +29,207 +6%
NSAM
38
North Star Asset Management
Wisconsin
$16M +$1.31M +42,930 +9%
AA
39
Apriem Advisors
California
$15.7M -$557K -18,222 -3%
PI
40
PFS Investments
Georgia
$15.5M +$496K +16,239 +3%
OWM
41
Orgel Wealth Management
Wisconsin
$15.3M +$5.01M +164,078 +46%
HFP
42
Holistic Financial Partners
Indiana
$15.1M -$4.92M -161,081 -24%
Osaic Holdings
43
Osaic Holdings
Arizona
$15.1M -$3.3M -107,923 -17%
VWA
44
Visionary Wealth Advisors
Illinois
$14.8M +$3.98M +130,282 +35%
Cerity Partners
45
Cerity Partners
New York
$14.7M -$539K -17,654 -3%
AWM
46
Adams Wealth Management
Utah
$14.7M +$1.35M +44,059 +10%
LPL Financial
47
LPL Financial
California
$14.6M +$1.32M +43,259 +10%
5L
48
55I LLC
Massachusetts
$14.5M +$1.62M +52,918 +12%
RRWA
49
Rainey & Randall Wealth Advisors
Florida
$14.5M +$1.31M +42,989 +10%
AWMG
50
Alliance Wealth Management Group
New Jersey
$14.1M +$1.1M +35,949 +8%

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.