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Schwab Emerging Markets Equity ETF

718 hedge funds and large institutions have $6.02B invested in Schwab Emerging Markets Equity ETF in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 276 increasing their positions, 284 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

1.68% more ownership

Funds ownership: 68.73%70.41% (+1.7%)

0% more funds holding

Funds holding: 717718 (+1)

3% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 284

4% less capital invested

Capital invested by funds: $6.26B → $6.02B (-$245M)

5% less funds holding in top 10

Funds holding in top 10: 4240 (-2)

Holders
718
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
12.1%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.67%
New
68
Increased
276
Reduced
284
Closed
57
Calls
$2.57M
Puts
Net Calls
+$2.57M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
501
Sound View Wealth Advisors Group
Georgia
$275K +$284K +10,850 New
SWM
502
Stockman Wealth Management
Montana
$274K +$282K +10,794 New
GMA
503
Goldstein Munger & Associates
California
$273K
PCMC
504
Private Capital Management (Colorado)
Colorado
$273K
PWA
505
Physician Wealth Advisors
Utah
$272K +$784 +30 +0.3%
NDSI
506
Newman Dignan & Sheerar Inc
Rhode Island
$272K +$967 +37 +0.3%
SCA
507
STALEY CAPITAL ADVISERS
Pennsylvania
$271K -$10.5K -400 -4%
CIBC Private Wealth Group
508
CIBC Private Wealth Group
Georgia
$270K +$31.9K +1,222 +13%
TSS
509
Two Sigma Securities
New York
$269K -$123K -4,717 -31%
PAG
510
Private Advisor Group
New Jersey
$269K -$11.8K -451 -4%
AWE
511
Avidian Wealth Enterprises
Texas
$269K -$9.56K -366 -3%
TCM
512
Twele Capital Management
Minnesota
$269K +$1.25K +48 +0.5%
WH
513
Whitcomb & Hess
Ohio
$269K +$277K +10,598 New
AWM
514
Accurate Wealth Management
Florida
$267K -$51.8K -1,984 -16%
RF
515
Rollins Financial
Georgia
$265K -$46.3K -1,771 -14%
EVM
516
Eaton Vance Management
Massachusetts
$263K -$14K -534 -5%
AWM
517
Act Wealth Management
Texas
$263K +$49.8K +1,905 +22%
PAM
518
Peak Asset Management
Colorado
$262K -$3.81K -146 -1%
SBH
519
Segall Bryant & Hamill
Illinois
$262K
BPM
520
Bowling Portfolio Management
Ohio
$261K -$5.91K -226 -2%
KWM
521
KerberRose Wealth Management
Wisconsin
$260K +$267K +10,232 New
OFS
522
Oldfather Financial Services
Nebraska
$259K -$5.59K -214 -2%
GWMI
523
Guardian Wealth Management (Illinois)
Illinois
$259K +$679 +26 +0.3%
Fifth Third Bancorp
524
Fifth Third Bancorp
Ohio
$257K
PFPT
525
Pinnacle Financial Partners (Tennessee)
Tennessee
$257K +$131 +5 +0%

SCHE Hedge Fund Activity: Q2 2022 in Review

718 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2022, worth a combined $6.02B — down 3.9% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SCHE positions and 57 closed out — a net gain of 11 holders — while 276 added to existing stakes and 284 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $255M. The largest seller was Citadel Advisors, exiting entirely with an estimated $51.7M sold.

  • 718 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2022, up from 717 in Q1 2022.
  • Funds reported $6.02B of Schwab Emerging Markets Equity ETF stock for Q2 2022, down 3.9% quarter-over-quarter.
  • 68 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2022 and 57 closed out, a net change of +11 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2022 was Charles Schwab Investment Advisory, an estimated $255M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2022 was Citadel Advisors, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2022.