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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
WOSD
526
WFA of San Diego
California
$255K -$125K -4,782 -32%
LNB
527
Ledyard National Bank
$254K
DPI
528
Diversified Portfolios Inc
Michigan
$247K -$99.3K -3,801 -28%
PAG
529
Powers Advisory Group
Illinois
$247K -$29.7K -1,137 -10%
KFS
530
Kaizen Financial Strategies
California
$246K -$45.7K -1,749 -15%
CAG
531
Crestwood Advisors Group
Massachusetts
$245K -$3.81K -146 -1%
AP
532
Appleton Partners
Massachusetts
$244K -$4.83K -185 -2%
EWA
533
Exencial Wealth Advisors
Oklahoma
$244K +$78 +3 +0%
SF
534
Schaeffer Financial
Maryland
$243K -$60.6K -2,319 -19%
Franklin Resources
535
Franklin Resources
California
$243K
SI
536
SimpliFi Inc
California
$242K +$706 +27 +0.3%
CM
537
Columbus Macro
Pennsylvania
$242K +$7.84K +300 +3%
RPC
538
Rossmore Private Capital
Connecticut
$241K
FCIM
539
Fairview Capital Investment Management
California
$240K
PAS
540
Park Avenue Securities
New York
$238K -$5.54K -212 -2%
VA
541
Valmark Advisers
Ohio
$237K -$68.6K -2,626 -22%
SEI Investments
542
SEI Investments
Pennsylvania
$236K +$252K +9,650 New
IFA
543
Index Fund Advisors
California
$230K -$1.65K -63 -0.7%
AP
544
Arlington Partners
Alabama
$230K
PAMG
545
Patton Albertson Miller Group
Tennessee
$229K -$116K -4,434 -33%
DBRC
546
D.B. Root & Company
Pennsylvania
$225K -$12.9K -492 -5%
CAG
547
Csenge Advisory Group
Florida
$224K +$230K +8,809 New
BS
548
Boenning & Scattergood
Pennsylvania
$220K +$549 +21 +0.2%
EFSCE
549
Enterprise Financial Services Corp (EFSC)
Missouri
$219K -$78 -3 -0%
KWM
550
Kingsview Wealth Management
Oregon
$217K +$6.95K +266 +3%

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.