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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
OCM
501
One Capital Management
California
$274K -$27K -1,160 -9%
AP
502
Appleton Partners
Massachusetts
$273K +$48.1K +2,066 +22%
IF
503
Ironwood Financial
Arizona
$272K -$9.31K -400 -3%
PAM
504
Peak Asset Management
Colorado
$268K -$41.2K -1,772 -14%
ABC
505
Associated Banc-Corp
Wisconsin
$265K +$261K +11,199 New
Natixis Advisors
506
Natixis Advisors
Massachusetts
$265K +$261K +11,193 New
SEIA
507
Signature Estate & Investment Advisors
California
$264K +$259K +11,145 New
PHIC
508
Pine Haven Investment Counsel
Massachusetts
$263K -$10.6K -456 -4%
WOSD
509
WFA of San Diego
California
$263K -$12.5K -539 -5%
GC
510
Gilbert & Cook
Iowa
$261K
AR
511
Apeiron RIA
Texas
$259K +$7.63K +328 +3%
SI
512
SimpliFi Inc
California
$256K +$9.22K +396 +4%
TCM
513
Twele Capital Management
Minnesota
$256K +$1.49K +64 +0.6%
SIC
514
Sigma Investment Counselors
Michigan
$252K -$20.9K -896 -8%
BA
515
Bridgewater Advisors
New York
$250K -$63.5K -2,726 -21%
HFS
516
Heritage Financial Services
Massachusetts
$250K +$246K +10,548 New
SFG
517
Sage Financial Group
Pennsylvania
$244K +$240K +10,319 New
IIM
518
Ironwood Investment Management
Massachusetts
$244K -$10.8K -466 -4%
CAG
519
Csenge Advisory Group
Florida
$241K +$8.45K +363 +4%
PFPT
520
Pinnacle Financial Partners (Tennessee)
Tennessee
$240K +$1.07K +46 +0.5%
BS
521
Boenning & Scattergood
Pennsylvania
$240K +$201K +8,650 New
YIA
522
YHB Investment Advisors
Connecticut
$240K -$1.42M -61,015 -86%
JIR
523
James Investment Research
Ohio
$238K -$19.6K -840 -8%
ES
524
ETF Store
Kansas
$237K -$39.3K -1,687 -15%
DPI
525
Diversified Portfolios Inc
Michigan
$236K -$223K -9,577 -49%

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.