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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
USCWA
551
U.S. Capital Wealth Advisors
Texas
$188K +$185K +7,953 New
US Bancorp
552
US Bancorp
Minnesota
$182K +$136K +5,857 +316%
BCP
553
Blue Chip Partners
Michigan
$176K +$173K +7,448 New
EA
554
Evolution Advisers
Virginia
$170K +$92.1K +3,956 +122%
AF
555
Advisornet Financial
Minnesota
$169K +$63.7K +2,737 +62%
HI
556
Harbour Investments
Wisconsin
$167K +$58.8K +2,528 +56%
FRA
557
Front Row Advisors
California
$166K -$16.2K -698 -9%
FAM
558
Family Asset Management
South Carolina
$166K +$163K +7,006 New
PNC Financial Services Group
559
PNC Financial Services Group
Pennsylvania
$159K +$36.1K +1,552 +30%
Simplex Trading
560
Simplex Trading
Illinois
$156K +$154K +6,600 New
AWM
561
Aspire Wealth Management
Massachusetts
$155K
VCM
562
Versant Capital Management
Arizona
$155K -$106K -4,550 -41%
WT
563
Washington Trust
Rhode Island
$151K
SPIA
564
Steward Partners Investment Advisory
New York
$151K -$138K -5,919 -48%
CPA
565
Cardiff Park Advisors
California
$149K +$1.63K +70 +1%
PG
566
Proffitt & Goodson
Tennessee
$147K
FA
567
Fiduciary Alliance
South Carolina
$146K +$144K +6,171 New
CCP
568
Clarkston Capital Partners
Michigan
$143K +$5.59K +240 +4%
SWM
569
Spire Wealth Management
Virginia
$142K +$128K +5,509 +1,100%
Rockefeller Capital Management
570
Rockefeller Capital Management
New York
$139K +$38.4K +1,649 +39%
BWP
571
Baldwin Wealth Partners
Massachusetts
$127K
CT
572
Colonial Trust
South Carolina
$123K +$121K +5,200 New
CA
573
CoreCap Advisors
Michigan
$114K +$112K +4,826 New
ASN
574
Advisory Services Network
Georgia
$113K +$111K +4,755 New
CIR
575
Clear Investment Research
Georgia
$111K +$419 +18 +0.4%

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.