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Schwab Emerging Markets Equity ETF

694 hedge funds and large institutions have $6.38B invested in Schwab Emerging Markets Equity ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 347 increasing their positions, 195 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 32

78% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 195

14% more funds holding in top 10

Funds holding in top 10: 4349 (+6)

7% more capital invested

Capital invested by funds: $5.95B → $6.38B (+$433M)

4% more funds holding

Funds holding: 667694 (+27)

0.51% less ownership

Funds ownership: 65.51%65% (-0.51%)

42% less call options, than puts

Call options by funds: $243K | Put options by funds: $419K

Holders
694
Holders Change
+27
Holders Change %
+4.05%
% of All Funds
12.08%
Holding in Top 10
49
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.95%
% of All Funds
0.85%
New
65
Increased
347
Reduced
195
Closed
32
Calls
$243K
Puts
$419K
Net Calls
-$176K
Net Calls Change
+$381K
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
551
Peterson Wealth Advisors
Utah
$203K +$201K +6,188 New
AL
552
Aspiriant LLC
California
$201K -$3.08K -95 -2%
PO
553
Private Ocean
California
$201K +$77.3K +2,384 +64%
LWAC
554
Laurel Wealth Advisors (California)
California
$201K +$198K +6,099 New
BIM
555
Baldwin Investment Management
Pennsylvania
$201K +$198K +6,100 New
RE
556
RBC Europe
United Kingdom
$201K
CIAS
557
CBIZ Investment Advisory Services
Ohio
$200K
CCP
558
Clarkston Capital Partners
Michigan
$185K
BFC
559
Bedel Financial Consulting
Indiana
$183K +$616 +19 +0.3%
CF
560
Centaurus Financial
California
$183K +$45.8K +1,413 +34%
LFG
561
Larson Financial Group
Missouri
$182K +$1.91K +59 +1%
CFD
562
Creative Financial Designs
Indiana
$179K +$19.5K +601 +12%
TCM
563
Tradewinds Capital Management
Washington
$177K +$50.7K +1,564 +41%
BWP
564
Baldwin Wealth Partners
Massachusetts
$176K +$1.62K +50 +0.9%
CIR
565
Clear Investment Research
Georgia
$168K
NOI
566
Newton One Investments
Delaware
$149K +$147K +4,537 New
FWM
567
Focused Wealth Management
New York
$148K -$1.32M -40,633 -90%
SCA
568
Stonebridge Capital Advisors
Minnesota
$147K +$73.2K +2,257 +99%
GWS
569
Glassman Wealth Services
Virginia
$141K +$714 +22 +0.5%
PB
570
Pinnacle Bancorp
Nebraska
$139K
JHCP
571
Jackson Hole Capital Partners
Oklahoma
$132K
FHA
572
First Horizon Advisors
Tennessee
$132K +$13.4K +413 +11%
HR
573
Howe & Rusling
New York
$129K +$40.4K +1,246 +47%
JP Morgan Chase
574
JP Morgan Chase
New York
$126K -$16.4K -505 -12%
AF
575
Allworth Financial
California
$126K +$104K +3,204 +502%

SCHE Hedge Fund Activity: Q2 2021 in Review

694 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2021, worth a combined $6.38B — up 7.3% from $5.95B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SCHE positions and 32 closed out — a net gain of 33 holders — while 347 added to existing stakes and 195 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $140M. The largest seller was Susquehanna International Group, cutting an estimated $51.7M.

  • 694 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2021, up from 667 in Q1 2021.
  • Funds reported $6.38B of Schwab Emerging Markets Equity ETF stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 65 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2021 and 32 closed out, a net change of +33 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $140M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2021 was Susquehanna International Group, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2021.