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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
HL
476
HeadInvest LLC
Maine
$316K +$8.73K +375 +3%
BA
477
Bristlecone Advisors
Washington
$314K -$158K -6,771 -34%
EAM
478
Empirical Asset Management
Massachusetts
$309K +$163 +7 +0.1%
JPLA
479
Joseph P. Lucia & Associates
New York
$309K -$19.2K -825 -6%
MCCP
480
Mission Creek Capital Partners
California
$308K +$303K +13,022 New
GM
481
GeoWealth Management
Illinois
$307K +$5.1K +219 +2%
TWP
482
Tempus Wealth Planning
California
$303K +$298K +12,814 New
BCM
483
Bourgeon Capital Management
Connecticut
$301K -$351K -15,077 -54%
SC
484
Schoolcraft Capital
Colorado
$299K -$207K -8,904 -41%
KLI
485
Kelman-Lazarov Inc
Tennessee
$298K -$366K -15,731 -56%
GWWM
486
Great Waters Wealth Management
Minnesota
$295K +$263K +11,284 New
HGWM
487
Harvest Group Wealth Management
Massachusetts
$291K -$32.1K -1,378 -10%
WIC
488
Woodmont Investment Counsel
Tennessee
$291K +$286K +12,274 New
SCA
489
STALEY CAPITAL ADVISERS
Pennsylvania
$289K +$34.9K +1,500 +14%
PWA
490
Physician Wealth Advisors
Utah
$289K -$349 -15 -0.1%
FFA
491
Farther Finance Advisors
California
$289K +$284K +12,193 New
PK
492
Pflug Koory
Nebraska
$287K +$4.17K +179 +1%
SWP
493
Strategic Wealth Partners
Ohio
$286K -$13.5K -581 -5%
HAS
494
HBW Advisory Services
California
$282K +$4.38K +188 +2%
GG
495
Gofen & Glossberg
Illinois
$280K -$3.35K -144 -1%
SB
496
Sunflower Bank
Texas
$280K -$47 -2 -0%
OFS
497
Oldfather Financial Services
Nebraska
$280K +$6.35K +273 +2%
LEFP
498
Leading Edge Financial Planning
Tennessee
$276K +$271K +11,664 New
GWA
499
Geometric Wealth Advisors
District of Columbia
$275K +$16K +689 +6%
MSWMA
500
Market Street Wealth Management Advisors
Indiana
$274K -$232K -9,967 -46%

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.