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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
IWC
526
Integrated Wealth Concepts
Massachusetts
$276K -$31 -1 -0%
Thrivent Financial for Lutherans
527
Thrivent Financial for Lutherans
Minnesota
$276K
PSUF
528
People's United Financial
Connecticut
$275K -$40.4K -1,321 -12%
PA
529
PFG Advisors
Arizona
$275K -$8.52K -279 -3%
IFA
530
Index Fund Advisors
California
$270K +$279K +9,127 New
WTC
531
WhitTier Trust Company
Nevada
$268K -$109K -3,581 -28%
AP
532
Arlington Partners
Alabama
$268K
AF
533
Allworth Financial
California
$264K +$137K +4,468 +101%
GIA
534
Gladstone Institutional Advisory
Florida
$263K -$10.8K -353 -4%
CCM
535
Carlson Capital Management
Minnesota
$259K -$84.5K -2,765 -24%
CCFM
536
Clear Creek Financial Management
Washington
$259K -$27K -883 -9%
MA
537
MUFG Americas
New York
$259K -$4.43K -145 -2%
HIC
538
Holderness Investments Company
North Carolina
$257K
EFSCE
539
Enterprise Financial Services Corp (EFSC)
Missouri
$255K -$145K -4,737 -35%
MWM
540
Meridian Wealth Management
Kentucky
$254K +$5.07K +166 +2%
SCM
541
Southport Capital Management
Tennessee
$253K +$261K +8,549 New
VVP
542
Venture Visionary Partners
Ohio
$252K -$99.1K -3,242 -28%
WKWM
543
Walter & Keenan Wealth Management
Indiana
$252K +$917 +30 +0.4%
TPA
544
Trivium Point Advisory
Connecticut
$252K +$260K +8,508 New
KWM
545
Kingsview Wealth Management
Oregon
$251K -$5.62K -184 -2%
AWM
546
Act Wealth Management
Texas
$251K +$17K +557 +7%
AIP
547
Almanack Investment Partners
Pennsylvania
$250K +$23.6K +771 +10%
AWS
548
AJ Wealth Strategies
New York
$247K -$10.7K -349 -4%
G
549
Gainplan
Michigan
$247K -$5.96K -195 -2%
TPW
550
Tiller Private Wealth
Pennsylvania
$246K

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.