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Schwab Emerging Markets Equity ETF

718 hedge funds and large institutions have $6.02B invested in Schwab Emerging Markets Equity ETF in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 276 increasing their positions, 284 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

1.68% more ownership

Funds ownership: 68.73%70.41% (+1.7%)

0% more funds holding

Funds holding: 717718 (+1)

3% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 284

4% less capital invested

Capital invested by funds: $6.26B → $6.02B (-$245M)

5% less funds holding in top 10

Funds holding in top 10: 4240 (-2)

Holders
718
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
12.1%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.67%
New
68
Increased
276
Reduced
284
Closed
57
Calls
$2.57M
Puts
Net Calls
+$2.57M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
26
LVW Advisors
New York
$20M -$1.53M -58,410 -7%
BWA
27
BlueSky Wealth Advisors
North Carolina
$19.6M -$284K -10,865 -1%
BP
28
Ballentine Partners
Massachusetts
$19.6M +$3.71K +142 +0%
RRWA
29
Rainey & Randall Wealth Advisors
Florida
$18.7M +$2.4M +92,025 +14%
FWM
30
FFT Wealth Management
Pennsylvania
$17.9M -$8.3M -317,735 -31%
UBS Group
31
UBS Group
Switzerland
$16.9M +$336K +12,869 +2%
CCA
32
Clearwater Capital Advisors
Illinois
$16.6M -$3M -114,781 -15%
RFA
33
Radnor Financial Advisors
Pennsylvania
$16.5M +$186K +7,124 +1%
HWM
34
HB Wealth Management
Georgia
$16.5M -$1.38M -52,752 -7%
AT
35
American Trust
Kentucky
$15.7M +$1.25M +47,697 +28%
WANY
36
Wealthspire Advisors (New York)
New York
$15.6M +$5.59M +213,767 +54%
BWL
37
Bogart Wealth LLC
Virginia
$15.2M +$506K +19,360 +3%
UCFA
38
United Capital Financial Advisors
Texas
$15.1M -$1.15M -44,029 -7%
I
39
INVST
Indiana
$14.7M -$353K -13,516 -2%
Wells Fargo
40
Wells Fargo
California
$14M +$353K +13,512 +3%
AA
41
Apriem Advisors
California
$13.9M +$130K +4,992 +0.9%
Cerity Partners
42
Cerity Partners
New York
$13.8M +$1.96M +75,146 +16%
NSAM
43
North Star Asset Management
Wisconsin
$13.6M -$520K -19,905 -4%
FWP
44
FAS Wealth Partners
Kansas
$13.3M -$468K -17,919 -3%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$12.2M +$1.95M +74,607 +18%
LPL Financial
46
LPL Financial
California
$12.1M +$2.34M +89,565 +23%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$12.1M -$3.31M -126,566 -21%
ML
48
McAdam LLC
Pennsylvania
$11.9M +$167K +6,409 +1%
RWM
49
RKL Wealth Management
Pennsylvania
$11.8M +$219K +8,383 +2%
VWA
50
Visionary Wealth Advisors
Illinois
$11.7M +$181K +6,908 +2%

SCHE Hedge Fund Activity: Q2 2022 in Review

718 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2022, worth a combined $6.02B — down 3.9% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SCHE positions and 57 closed out — a net gain of 11 holders — while 276 added to existing stakes and 284 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $255M. The largest seller was Citadel Advisors, exiting entirely with an estimated $51.7M sold.

  • 718 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2022, up from 717 in Q1 2022.
  • Funds reported $6.02B of Schwab Emerging Markets Equity ETF stock for Q2 2022, down 3.9% quarter-over-quarter.
  • 68 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2022 and 57 closed out, a net change of +11 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2022 was Charles Schwab Investment Advisory, an estimated $255M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2022 was Citadel Advisors, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2022.