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Schwab Emerging Markets Equity ETF

717 hedge funds and large institutions have $6.26B invested in Schwab Emerging Markets Equity ETF in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 304 increasing their positions, 254 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 254

0.75% more ownership

Funds ownership: 67.98%68.73% (+0.75%)

1% less capital invested

Capital invested by funds: $6.31B → $6.26B (-$48.2M)

7% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 68

2% less funds holding

Funds holding: 734717 (-17)

2% less funds holding in top 10

Funds holding in top 10: 4342 (-1)

Holders
717
Holders Change
-17
Holders Change %
-2.32%
% of All Funds
11.31%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
63
Increased
304
Reduced
254
Closed
68
Calls
$1.54M
Puts
Net Calls
+$1.54M
Net Calls Change
+$939K
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
26
JMG Financial Group
Illinois
$23.2M +$3.25M +112,299 +15%
TF
27
TimeScale Financial
Massachusetts
$22.2M +$582K +20,104 +3%
BWA
28
BlueSky Wealth Advisors
North Carolina
$21.8M +$1.49M +51,583 +7%
BP
29
Ballentine Partners
Massachusetts
$21.4M -$6.11M -211,259 -21%
CCA
30
Clearwater Capital Advisors
Illinois
$21.4M +$454K +15,678 +2%
HF
31
HRT Financial
New York
$20.4M +$21.2M +732,942 New
LP
32
LGL Partners
Pennsylvania
$20.1M +$8.51K +294 +0%
HWM
33
HB Wealth Management
Georgia
$19.6M +$18.5M +639,951 +995%
UBS Group
34
UBS Group
Switzerland
$18.1M +$1.01M +35,004 +6%
RRWA
35
Rainey & Randall Wealth Advisors
Florida
$17.9M +$4.53M +156,382 +32%
RFA
36
Radnor Financial Advisors
Pennsylvania
$17.9M +$613K +21,186 +3%
UCFA
37
United Capital Financial Advisors
Texas
$17.7M -$2.66M -91,922 -13%
FTUS
38
Flow Traders U.S.
New York
$17.5M +$17.3M +597,603 +1,748%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$16.8M +$20.7K +715 +0.1%
OWM
40
Orgel Wealth Management
Wisconsin
$16.7M +$2.43M +83,869 +16%
BWL
41
Bogart Wealth LLC
Virginia
$16.1M +$14.2M +490,922 +559%
NSAM
42
North Star Asset Management
Wisconsin
$15.5M +$449K +15,499 +3%
FWP
43
FAS Wealth Partners
Kansas
$15.1M -$1.28M -44,349 -8%
KBFS
44
Kohmann Bosshard Financial Services
Ohio
$15.1M -$2.82M -97,429 -15%
AA
45
Apriem Advisors
California
$15M +$350K +12,082 +2%
Wells Fargo
46
Wells Fargo
California
$14.9M +$3.17M +109,642 +26%
JCM
47
Jacobsen Capital Management
Utah
$14.9M +$2.29M +79,237 +17%
PI
48
PFS Investments
Georgia
$14.8M +$267K +9,241 +2%
AWM
49
Adams Wealth Management
Utah
$14.6M +$942K +32,538 +7%
I
50
INVST
Indiana
$14.6M +$47K +1,623 +0.3%

SCHE Hedge Fund Activity: Q1 2022 in Review

717 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q1 2022, worth a combined $6.26B — down 0.76% from $6.31B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SCHE and 63 opened new positions — a net loss of 5 holders — while 254 trimmed existing stakes and 304 added.

The largest buyer was Creative Planning, adding an estimated $104M. The largest seller was Mather Group, cutting an estimated $34.8M.

  • 717 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q1 2022, down from 734 in Q4 2021.
  • Funds reported $6.26B of Schwab Emerging Markets Equity ETF stock for Q1 2022, down 0.76% quarter-over-quarter.
  • 63 funds opened new Schwab Emerging Markets Equity ETF positions in Q1 2022 and 68 closed out, a net change of -5 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q1 2022 was Creative Planning, an estimated $104M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q1 2022 was Mather Group, an estimated $34.8M sold.

Based on aggregated 13F filings for Q1 2022.