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Schwab Emerging Markets Equity ETF
SCHE

637 hedge funds and large institutions have $5.46B invested in Schwab Emerging Markets Equity ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 249 increasing their positions, 226 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 28

36% more funds holding in top 10

Funds holding in top 10: 33 → 45 (+12)

19% more capital invested

Capital invested by funds: $4.59B → $5.46B (+$871M)

10% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 226

9% more funds holding

Funds holding: 583 → 637 (+54)

0.36% more ownership

Funds ownership: 64.51% → 64.87% (+0.36%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $972K

Holders
637
Holders Change
+54
Holders Change %
+9.26%
% of All Funds
11.27%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
0.8%
New
93
Increased
249
Reduced
226
Closed
28
Calls
–
Puts
$972K
Net Calls
-$972K
Net Calls Change
-$461K

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$46.1M
2
CSIA
Charles Schwab Investment Advisory
California
+$42.9M
3
TCM
Tradewinds Capital Management
Washington
+$18.5M
4
MG
Mather Group
Illinois
+$10.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.54M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$8.17M
2
Jane Street
Jane Street
New York
-$7.57M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.08M
4
X
Xponance
Pennsylvania
-$6.89M
5
TI
tru Independence
Oregon
-$5.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
601
Professional Financial Advisors
Nebraska
$9K +$8.29K +286 New
HCM
602
Horrell Capital Management
Arkansas
$8K – – –
AWA
603
Arkadios Wealth Advisors
Georgia
$7K -$19.5K -673 -73%
MIM
604
Macroview Investment Management
Maryland
$7K +$116 +4 +2%
SFC
605
SYM Financial Corp
Indiana
$7K +$6.73K +232 New
HF
606
Halpern Financial
Virginia
$6.31K – – –
NG
607
NWK Group
California
$6K -$377 -13 -6%
ME
608
McIlrath & Eck
Washington
$6K – – –
JWBC
609
John W. Brooker & Co
California
$6K +$116 +4 +2%
APWA
610
Atlas Private Wealth Advisors
New Jersey
$6K +$5.94K +205 New
PGAM
611
Princeton Global Asset Management
New Jersey
$5K – – –
JCM
612
Jacobi Capital Management
Pennsylvania
$4K -$151K -5,222 -98%
PP
613
Pacifica Partners
Canada
$4K – – –
FMP
614
Financial Management Professionals
Texas
$4K +$261 +9 +8%
CFGS
615
Concourse Financial Group Securities
Alabama
$4K +$4.2K +145 New
MF
616
Manchester Financial
California
$3K -$957 -33 -26%
CG
617
Cutler Group
California
$3K – – –
WFA
618
West Financial Advisors
Iowa
$3K +$3.1K +107 New
LDFR
619
Lehman & Derafelo Financial Resources
Pennsylvania
$2K – – –
RCA
620
Rowland Carmichael Advisors
Arizona
$2K – – –
SIS
621
Sound Income Strategies
Florida
$2K – – –
BIP
622
Blueprint Investment Partners
North Carolina
$1.37K -$1.3M -44,792 -100%
CAAS
623
Capital Asset Advisory Services
Michigan
$1K – – –
DTIM
624
Danda Trouve Investment Management
Kansas
$1K – – –
GI
625
Gradient Investments
Minnesota
$1K – – –
23 24
25
26 27

SCHE Hedge Fund Activity: Q4 2020 in Review

637 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2020, worth a combined $5.46B — up 19% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SCHE positions and 28 closed out — a net gain of 65 holders — while 249 added to existing stakes and 226 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $46.1M. The largest seller was Financial Engines Advisors, cutting an estimated $8.17M.

  • 637 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2020, up from 583 in Q3 2020.
  • Funds reported $5.46B of Schwab Emerging Markets Equity ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 93 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2020 and 28 closed out, a net change of +65 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q4 2020 was HighTower Advisors, an estimated $46.1M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q4 2020 was Financial Engines Advisors, an estimated $8.17M sold.

Based on aggregated 13F filings for Q4 2020.