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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
GMA
501
Goldstein Munger & Associates
California
$299K
TCM
502
Twele Capital Management
Minnesota
$293K -$10K -347 -3%
WTC
503
WhitTier Trust Company
Nevada
$293K +$43.4K +1,500 +17%
BPM
504
Bowling Portfolio Management
Ohio
$292K -$1.33K -46 -0.4%
PWA
505
Physician Wealth Advisors
Utah
$291K -$81.5K -2,817 -21%
PAM
506
Peak Asset Management
Colorado
$291K -$41.4K -1,430 -12%
SBH
507
Segall Bryant & Hamill
Illinois
$285K +$297K +10,260 New
BC
508
Burleson & Co
California
$284K -$244K -8,436 -45%
GWMI
509
Guardian Wealth Management (Illinois)
Illinois
$282K -$7.32K -253 -2%
Fifth Third Bancorp
510
Fifth Third Bancorp
Ohio
$281K -$54.9K -1,897 -16%
PFPT
511
Pinnacle Financial Partners (Tennessee)
Tennessee
$281K +$29 +1 +0%
LNB
512
Ledyard National Bank
$278K
OFS
513
Oldfather Financial Services
Nebraska
$276K +$16.6K +573 +6%
PCMC
514
Private Capital Management (Colorado)
Colorado
$273K +$67.7K +2,339 +31%
CAG
515
Crestwood Advisors Group
Massachusetts
$272K -$39.9K -1,378 -12%
AP
516
Appleton Partners
Massachusetts
$272K +$10.6K +367 +4%
IWC
517
Integrated Wealth Concepts
Massachusetts
$271K +$12.4K +430 +5%
EWA
518
Exencial Wealth Advisors
Oklahoma
$267K -$136K -4,706 -33%
PAS
519
Park Avenue Securities
New York
$266K -$718K -24,813 -72%
Franklin Resources
520
Franklin Resources
California
$266K
FNC
521
First National Corp
Massachusetts
$264K -$18K -621 -6%
RPC
522
Rossmore Private Capital
Connecticut
$264K
FCIM
523
Fairview Capital Investment Management
California
$263K -$9.2K -318 -3%
SI
524
SimpliFi Inc
California
$263K -$2.6K -90 -0.9%
CIBC Private Wealth Group
525
CIBC Private Wealth Group
Georgia
$261K -$30.6K -1,057 -10%

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.