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Schwab Emerging Markets Equity ETF

712 hedge funds and large institutions have $6.42B invested in Schwab Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 287 increasing their positions, 256 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,261% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $71K

85% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 59

39% more funds holding in top 10

Funds holding in top 10: 3143 (+12)

24% more capital invested

Capital invested by funds: $5.2B → $6.42B (+$1.22B)

12% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 256

5% more funds holding

Funds holding: 676712 (+36)

2.06% more ownership

Funds ownership: 68.44%70.5% (+2.1%)

Holders
712
Holders Change
+36
Holders Change %
+5.33%
% of All Funds
11.45%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.69%
New
109
Increased
287
Reduced
256
Closed
59
Calls
$1.68M
Puts
$71K
Net Calls
+$1.6M
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$27.3M -$2.49M -106,818 -8%
OWM
27
Orgel Wealth Management
Wisconsin
$24.7M +$12.5M +536,905 +106%
KFC
28
Klingenstein Fields & Co
New York
$24.7M +$178K +7,647 +0.7%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$24M +$21.8M +938,312 +1,237%
CHA
30
Cooper/Haims Advisors
New York
$23.9M +$838K +36,015 +4%
JFG
31
JMG Financial Group
Illinois
$23M +$455K +19,534 +2%
KF
32
Krilogy Financial
Missouri
$21.8M -$1.18M -50,866 -5%
MGIA
33
Moneta Group Investment Advisors
Missouri
$21.8M +$392K +16,823 +2%
BWA
34
BlueSky Wealth Advisors
North Carolina
$20M +$714K +30,672 +4%
BP
35
Ballentine Partners
Massachusetts
$19.3M +$384K +16,497 +2%
RRWA
36
Rainey & Randall Wealth Advisors
Florida
$18.7M +$166K +7,111 +0.9%
TF
37
TimeScale Financial
Massachusetts
$18.6M
CAM
38
Cresset Asset Management
Illinois
$18.5M +$8.1M +347,855 +80%
WANY
39
Wealthspire Advisors (New York)
New York
$18.4M +$3.17M +136,021 +21%
Corient Private Wealth
40
Corient Private Wealth
Florida
$18.3M +$18M +772,263 New
SCM
41
SCS Capital Management
Massachusetts
$18.3M -$47.3K -2,032 -0.3%
BWL
42
Bogart Wealth LLC
Virginia
$17.6M +$1.48M +63,585 +9%
OIA
43
OneDigital Investment Advisors
Kansas
$16.5M -$4.59M -197,069 -22%
PFO
44
Pathstone Family Office
New Jersey
$16.1M +$15.9M +684,782 New
UBS Group
45
UBS Group
Switzerland
$16.1M +$896K +38,507 +6%
HFS
46
Hantz Financial Services
Michigan
$15M +$5.59M +240,131 +61%
Cerity Partners
47
Cerity Partners
New York
$14.6M +$4.81M +206,728 +50%
Wells Fargo
48
Wells Fargo
California
$14.3M +$2.08M +89,321 +17%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$13.7M +$4.5M +193,261 +50%
CCA
50
Clearwater Capital Advisors
Illinois
$13.6M -$1.89M -81,395 -12%

SCHE Hedge Fund Activity: Q4 2022 in Review

712 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2022, worth a combined $6.42B — up 24% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SCHE positions and 59 closed out — a net gain of 50 holders — while 287 added to existing stakes and 256 trimmed.

The largest buyer was Creative Planning, adding an estimated $41.6M. The largest seller was HighTower Advisors, cutting an estimated $43.9M.

  • 712 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2022, up from 676 in Q3 2022.
  • Funds reported $6.42B of Schwab Emerging Markets Equity ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 109 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2022 and 59 closed out, a net change of +50 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q4 2022 was Creative Planning, an estimated $41.6M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q4 2022 was HighTower Advisors, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2022.