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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
Fifth Third Bancorp
526
Fifth Third Bancorp
Ohio
$236K -$3.44K -148 -1%
MA
527
MBA Advisors
Pennsylvania
$236K -$88.1K -3,787 -28%
ATC
528
Argent Trust Co
Tennessee
$233K
AWM
529
Accurate Wealth Management
Florida
$233K -$186K -7,970 -46%
Franklin Resources
530
Franklin Resources
California
$226K
RBFC
531
Roman Butler Fullerton & Co
Missouri
$226K +$206K +8,833 New
RPC
532
Rossmore Private Capital
Connecticut
$225K
FCIM
533
Fairview Capital Investment Management
California
$224K
SEI Investments
534
SEI Investments
Pennsylvania
$221K +$217K +9,344 New
IFA
535
Index Fund Advisors
California
$220K +$5.21K +224 +2%
AA
536
Advisory Alpha
Michigan
$220K +$216K +9,276 New
ICG
537
InterOcean Capital Group
Tennessee
$218K -$745 -32 -0.3%
GWMI
538
Guardian Wealth Management (Illinois)
Illinois
$216K -$26K -1,119 -11%
BRWA
539
B. Riley Wealth Advisors
Florida
$215K -$2.23K -96 -1%
FLPIM
540
F.L. Putnam Investment Management
Massachusetts
$215K -$13.5K -578 -6%
AP
541
Arlington Partners
Alabama
$214K
Marshall Wace
542
Marshall Wace
United Kingdom
$206K +$203K +8,700 New
KWM
543
Kingsview Wealth Management
Oregon
$205K +$201K +8,645 New
SVWAG
544
Sound View Wealth Advisors Group
Georgia
$204K -$61.3K -2,632 -24%
BAAM
545
Baker Avenue Asset Management
California
$203K +$200K +8,582 New
WKWM
546
Walter & Keenan Wealth Management
Indiana
$203K +$199K +8,564 New
KCPG
547
Kavar Capital Partners Group
Kansas
$201K -$6.38M -274,229 -97%
AA
548
AlphaMark Advisors
Kentucky
$191K +$86.2K +3,704 +85%
S
549
SignatureFD
Georgia
$190K +$256 +11 +0.1%
LFG
550
Larson Financial Group
Missouri
$189K -$3.1K -133 -2%

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.