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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
TCM
501
Twele Capital Management
Minnesota
$323K +$20.8K +682 +7%
GMA
502
Goldstein Munger & Associates
California
$318K
PAG
503
Powers Advisory Group
Illinois
$317K +$327K +10,714 New
BPM
504
Bowling Portfolio Management
Ohio
$312K -$11.3K -371 -3%
RWA
505
River Wealth Advisors
Pennsylvania
$310K -$25.5K -835 -7%
CIBC Private Wealth Group
506
CIBC Private Wealth Group
Georgia
$310K +$23.1K +755 +8%
MIAN
507
Mariner Independent Advisor Network
Kansas
$309K +$317K +10,375 New
GWMI
508
Guardian Wealth Management (Illinois)
Illinois
$309K +$318K +10,423 New
KFS
509
Kaizen Financial Strategies
California
$307K -$81.3K -2,660 -20%
UOTTAIMCU
510
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$307K +$316K +10,350 New
OFS
511
Oldfather Financial Services
Nebraska
$304K +$4.28K +140 +1%
RG
512
Retirement Group
California
$302K +$12.9K +422 +4%
FNC
513
First National Corp
Massachusetts
$300K -$1.18M -38,734 -79%
PFPT
514
Pinnacle Financial Partners (Tennessee)
Tennessee
$299K +$1.16K +38 +0.4%
LNB
515
Ledyard National Bank
$296K
BRWA
516
B. Riley Wealth Advisors
Florida
$296K +$23.6K +771 +8%
FG
517
Fiduciary Group
Georgia
$294K -$1.89K -62 -0.6%
FCIM
518
Fairview Capital Investment Management
California
$290K +$5.53K +181 +2%
TAM
519
Tocqueville Asset Management
New York
$284K +$458 +15 +0.2%
SI
520
SimpliFi Inc
California
$284K +$34.7K +1,136 +13%
Franklin Resources
521
Franklin Resources
California
$283K
RPC
522
Rossmore Private Capital
Connecticut
$281K
CWS
523
Cypress Wealth Services
California
$280K -$14.5K -474 -5%
AP
524
Appleton Partners
Massachusetts
$279K
PK
525
Pflug Koory
Nebraska
$279K +$7.61K +249 +3%

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.