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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
ES
476
ETF Store
Kansas
$362K +$365K +11,941 New
HAS
477
HBW Advisory Services
California
$358K +$64.3K +2,106 +21%
Fifth Third Bancorp
478
Fifth Third Bancorp
Ohio
$356K -$104K -3,399 -22%
PHIC
479
Pine Haven Investment Counsel
Massachusetts
$355K +$366K +11,986 New
PAM
480
Peak Asset Management
Colorado
$353K -$2.02K -66 -0.6%
BFM
481
Broadview Financial Management
Wisconsin
$353K +$2.32K +76 +0.6%
RJA
482
Raymond James & Associates
Florida
$351K -$66K -2,159 -15%
SB
483
Sunflower Bank
Texas
$350K
ATC
484
Argent Trust Co
Tennessee
$349K
OPWM
485
Oakwell Private Wealth Management
Texas
$348K -$77.4K -2,533 -18%
SF
486
Schaeffer Financial
Maryland
$348K +$359K +11,757 New
CST
487
Charles Schwab Trust
Nevada
$343K -$9.48M -310,213 -96%
AWE
488
Avidian Wealth Enterprises
Texas
$343K +$354K +11,588 New
RSWM
489
Robertson Stephens Wealth Management
California
$342K -$119K -3,890 -25%
NDSI
490
Newman Dignan & Sheerar Inc
Rhode Island
$341K +$3.51K +115 +1%
SIC
491
Sigma Investment Counselors
Michigan
$341K +$8.13K +266 +2%
AC
492
AlphaCore Capital
California
$341K +$19.8K +649 +6%
SCA
493
STALEY CAPITAL ADVISERS
Pennsylvania
$336K
BIA
494
Bigelow Investment Advisors
Maine
$335K +$41K +1,341 +13%
BO
495
BRR OpCo
Ohio
$333K +$122K +4,008 +55%
CAG
496
Crestwood Advisors Group
Massachusetts
$331K +$64.9K +2,124 +23%
COF
497
Capital One Financial
Virginia
$331K +$341K +11,168 New
IIM
498
Ironwood Investment Management
Massachusetts
$329K
EVM
499
Eaton Vance Management
Massachusetts
$325K +$2.23K +73 +0.7%
HCA
500
Horan Capital Advisors
Ohio
$325K +$336K +10,986 New

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.