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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
AW
601
Avion Wealth
Texas
$56K
TFP
602
Tilia Fiduciary Partners
North Carolina
$54K -$17.8K -763 -25%
TFM
603
TFC Financial Management
Massachusetts
$49.2K
PFBT
604
Parkside Financial Bank & Trust
Missouri
$47.7K +$2.14K +92 +5%
CCA
605
Column Capital Advisors
Indiana
$47.3K +$1.02K +44 +2%
HPC
606
HM Payson & Co
Maine
$47.2K +$23 +1 +0.1%
BTI
607
Blue Trust Inc
Georgia
$45K -$20.6K -886 -30%
BCA
608
Bray Capital Advisors
Florida
$42.7K +$42K +1,805 New
IRC
609
Investors Research Corp
Georgia
$39.9K +$3.23K +139 +9%
GWANC
610
Guardian Wealth Advisors (North Carolina)
North Carolina
$39.5K -$19.6K -841 -34%
SL
611
Savior LLC
Massachusetts
$37.6K -$1.97M -84,761 -98%
PFM
612
Phillips Financial Management
Indiana
$36.9K
GJIA
613
Glass Jacobson Investment Advisors
Maryland
$36.3K +$35.7K +1,535 New
SCA
614
Stonebridge Capital Advisors
Minnesota
$36K -$5.24K -225 -13%
RCM
615
Raleigh Capital Management
North Carolina
$34.1K +$33.1K +1,424 +8,900%
UB
616
UMB Bank
Missouri
$33K -$5.82K -250 -15%
MAWA
617
Moss Adams Wealth Advisors
Washington
$32.7K +$32.1K +1,381 New
DI
618
Disciplined Investments
Oklahoma
$32.6K +$396 +17 +1%
RDFA
619
Ritter Daniher Financial Advisory
Ohio
$32K +$24K +1,029 +319%
PMFA
620
Plante Moran Financial Advisors
Michigan
$30.8K +$29K +1,245 +2,184%
Citigroup
621
Citigroup
New York
$29.4K +$13.4K +574 +86%
DWP
622
Destiny Wealth Partners
Florida
$29.3K -$234K -10,042 -89%
MFA
623
McClarren Financial Advisors
Pennsylvania
$27K +$27K +1,159 New
CG
624
Cutler Group
California
$26K +$25.6K +1,100 New
CSWM
625
Cassady Schiller Wealth Management
Ohio
$25.2K +$24.8K +1,065 New

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.