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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
DBRC
526
D.B. Root & Company
Pennsylvania
$260K -$85K -2,935 -24%
RG
527
Retirement Group
California
$260K -$24.7K -855 -8%
IAP
528
Indie Asset Partners
Indiana
$259K -$420K -14,500 -61%
CWS
529
Cypress Wealth Services
California
$257K -$5.7K -197 -2%
CM
530
Columbus Macro
Pennsylvania
$256K +$267K +9,219 New
FA
531
FC Advisory
Pennsylvania
$254K -$104K -3,580 -28%
IFA
532
Index Fund Advisors
California
$253K +$29 +1 +0%
AP
533
Arlington Partners
Alabama
$252K
GSWM
534
Golden State Wealth Management
California
$252K +$57.8K +1,996 +28%
MFG
535
Merit Financial Group
Georgia
$252K +$263K +9,075 New
WFS
536
Walker Financial Services
Kentucky
$247K +$258K +8,904 New
CST
537
Charles Schwab Trust
Nevada
$247K -$77.5K -2,679 -23%
CA
538
Claro Advisors
Massachusetts
$245K
BS
539
Boenning & Scattergood
Pennsylvania
$240K +$250K +8,650 New
EFSCE
540
Enterprise Financial Services Corp (EFSC)
Missouri
$239K
WKWM
541
Walter & Keenan Wealth Management
Indiana
$237K +$29 +1 +0%
AF
542
Allworth Financial
California
$236K -$11.8K -407 -5%
AWM
543
Act Wealth Management
Texas
$235K
FLPIM
544
F.L. Putnam Investment Management
Massachusetts
$234K +$36K +1,244 +17%
FG
545
Fiduciary Group
Georgia
$233K -$14.1K -487 -5%
VVP
546
Venture Visionary Partners
Ohio
$232K -$4.4K -152 -2%
MWM
547
Meridian Wealth Management
Kentucky
$231K -$7.53K -260 -3%
TPW
548
Tiller Private Wealth
Pennsylvania
$231K
KWM
549
Kingsview Wealth Management
Oregon
$230K -$5.5K -190 -2%
AIP
550
Almanack Investment Partners
Pennsylvania
$229K -$5.47K -189 -2%

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.