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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
FTS
576
Fifth Third Securities
Ohio
$204K +$2.2K +72 +1%
VAS
577
Vestmark Advisory Solutions
Massachusetts
$204K +$4.8K +157 +2%
CP
578
Camelot Portfolios
Ohio
$200K +$206K +6,755 New
CFIA
579
Cantor Fitzgerald Investment Advisors
New York
$200K +$207K +6,759 New
VCM
580
Vigilant Capital Management
Maine
$192K +$198K +6,465 New
PO
581
Private Ocean
California
$191K +$10.1K +332 +5%
WT
582
Washington Trust
Rhode Island
$190K
EFS
583
Econ Financial Services
Pennsylvania
$187K +$2.03M +66,462 New
CFD
584
Creative Financial Designs
Indiana
$186K +$23K +753 +14%
PG
585
Proffitt & Goodson
Tennessee
$184K
SWA
586
Sightline Wealth Advisors
Connecticut
$179K -$154K -5,053 -3%
CCP
587
Clarkston Capital Partners
Michigan
$172K +$2.93K +96 +2%
BFC
588
Bedel Financial Consulting
Indiana
$159K +$1.99K +65 +1%
BWP
589
Baldwin Wealth Partners
Massachusetts
$158K
CIR
590
Clear Investment Research
Georgia
$153K +$153 +5 +0.1%
IAS
591
IMA Advisory Services
Colorado
$152K -$1.09M -35,717 -87%
SIAP
592
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$150K +$48.6K +1,590 +46%
TFP
593
Tilia Fiduciary Partners
North Carolina
$142K +$146K +4,778 New
OSAM
594
O'Shaughnessy Asset Management
Connecticut
$140K -$947 -31 -0.7%
GWS
595
Glassman Wealth Services
Virginia
$135K +$46.3K +1,515 +50%
HI
596
Harbour Investments
Wisconsin
$134K -$3.46M -113,281 -96%
CF
597
Centaurus Financial
California
$134K
NOI
598
Newton One Investments
Delaware
$134K
BC
599
Barnett & Company
Tennessee
$131K -$70.2K -2,296 -34%
FWM
600
Focused Wealth Management
New York
$131K +$306 +10 +0.2%

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.