Schwab Emerging Markets Equity ETF
SCHE
676 hedge funds and large institutions have $5.2B invested in Schwab Emerging Markets Equity ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 239 increasing their positions, 290 reducing their positions, and 78 closing their positions.
583% more call options, than puts
Call options by funds: $1.76M | Put options by funds: $258K
1.97% less ownership
Funds ownership: 70.41% → 68.44% (-2%)
6% less funds holding
Funds holding: 718 → 676 (-42)
14% less capital invested
Capital invested by funds: $6.02B → $5.2B (-$820M)
18% less repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 290
23% less funds holding in top 10
Funds holding in top 10: 40 → 31 (-9)
44% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$40.4M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$27.6M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$27.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$25.4M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$84.4M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$55M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$53.5M |
| 4 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
-$14.7M |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
-$13.7M |
SCHE Hedge Fund Activity: Q3 2022 in Review
676 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q3 2022, worth a combined $5.2B — down 14% from $6.02B a quarter earlier.
Sellers outnumbered buyers: 78 funds closed out of SCHE and 44 opened new positions — a net loss of 34 holders — while 290 trimmed existing stakes and 239 added.
The largest buyer was Creative Planning, adding an estimated $40.4M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $84.4M.
- 676 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q3 2022, down from 718 in Q2 2022.
- Funds reported $5.2B of Schwab Emerging Markets Equity ETF stock for Q3 2022, down 14% quarter-over-quarter.
- 44 funds opened new Schwab Emerging Markets Equity ETF positions in Q3 2022 and 78 closed out, a net change of -34 holders.
- The largest Schwab Emerging Markets Equity ETF buyer in Q3 2022 was Creative Planning, an estimated $40.4M added.
- The largest Schwab Emerging Markets Equity ETF seller in Q3 2022 was Charles Schwab Investment Advisory, an estimated $84.4M sold.
Based on aggregated 13F filings for Q3 2022.