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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
SWP
476
Strategic Wealth Partners
Ohio
$335K -$77.8K -2,687 -18%
VA
477
Valmark Advisers
Ohio
$332K -$34.9K -1,206 -9%
SF
478
Schaeffer Financial
Maryland
$331K +$4.4K +152 +1%
SB
479
Sunflower Bank
Texas
$328K
ATC
480
Argent Trust Co
Tennessee
$327K
PHIC
481
Pine Haven Investment Counsel
Massachusetts
$326K -$6.86K -237 -2%
OPWM
482
Oakwell Private Wealth Management
Texas
$326K
IF
483
Ironwood Financial
Arizona
$326K +$339K +11,722 New
CSPIA
484
Cary Street Partners Investment Advisory
Virginia
$323K -$62.3K -2,154 -16%
SIC
485
Sigma Investment Counselors
Michigan
$323K +$2.92K +101 +0.9%
PSUF
486
People's United Financial
Connecticut
$322K +$67.2K +2,322 +25%
KFS
487
Kaizen Financial Strategies
California
$318K +$31.6K +1,091 +11%
PK
488
Pflug Koory
Nebraska
$314K +$54K +1,865 +20%
HCA
489
Horan Capital Advisors
Ohio
$313K +$8.57K +296 +3%
IC
490
IEQ Capital
California
$310K +$91.1K +3,147 +39%
SCA
491
STALEY CAPITAL ADVISERS
Pennsylvania
$308K -$6.95K -240 -2%
ES
492
ETF Store
Kansas
$308K -$1.16K -40 -0.3%
FHB
493
First Hawaiian Bank
Hawaii
$307K -$1.81M -62,705 -85%
PAG
494
Private Advisor Group
New Jersey
$307K -$79.9K -2,761 -20%
HAS
495
HBW Advisory Services
California
$306K -$30.1K -1,040 -9%
GWA
496
Geometric Wealth Advisors
District of Columbia
$305K +$318K +10,981 New
AWE
497
Avidian Wealth Enterprises
Texas
$304K -$18.6K -642 -6%
IIM
498
Ironwood Investment Management
Massachusetts
$304K -$5.09K -176 -2%
EVM
499
Eaton Vance Management
Massachusetts
$302K -$2.37K -82 -0.7%
PAG
500
Powers Advisory Group
Illinois
$301K +$4.14K +143 +1%

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.