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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
CA
551
Claro Advisors
Massachusetts
$245K +$8.46K +277 +3%
MAM
552
Meeder Asset Management
Ohio
$244K -$3.79K -124 -1%
BNP Paribas Financial Markets
553
BNP Paribas Financial Markets
France
$244K +$251K +8,231 New
VCP
554
Vista Capital Partners
Oregon
$242K +$244 +8 +0.1%
MFM
555
Mirsky Financial Management
New York
$241K +$249K +8,139 New
IC
556
IEQ Capital
California
$238K
MCIA
557
Mountain Capital Investment Advisors
Colorado
$232K -$3.87M -126,580 -94%
CAM
558
Cozad Asset Management
Illinois
$232K -$126K -4,140 -35%
PFM
559
Parsec Financial Management
North Carolina
$229K
HWMG
560
Hurlow Wealth Management Group
Indiana
$224K +$217K +7,095 New
FRA
561
Front Row Advisors
California
$222K +$61 +2 +0%
PCMC
562
Private Capital Management (Colorado)
Colorado
$222K +$229K +7,496 New
LWAC
563
Laurel Wealth Advisors (California)
California
$221K +$228K +7,452 New
AL
564
ACAS LLC
California
$220K -$2.84K -93 -1%
LFG
565
Larson Financial Group
Missouri
$220K +$18.4K +603 +9%
AI
566
Accredited Investors
Minnesota
$218K +$225K +7,354 New
WPC
567
Wedmont Private Capital
Pennsylvania
$215K +$216K +7,060 New
PSIWM
568
Paradigm Strategies in Wealth Management
Minnesota
$214K -$54.5K -1,784 -20%
FLPIM
569
F.L. Putnam Investment Management
Massachusetts
$213K -$4.92K -161 -2%
SRC
570
Sage Rhino Capital
California
$213K +$4.64K +152 +2%
SW
571
SVB Wealth
Massachusetts
$211K -$31.1K -1,019 -13%
PWA
572
Peterson Wealth Advisors
Utah
$211K -$5.22K -171 -2%
GSWM
573
Golden State Wealth Management
California
$210K
KWM
574
Kolinsky Wealth Management
New Jersey
$209K +$215K +7,045 New
EW
575
Evoke Wealth
California
$205K +$211K +6,916 New

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.