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Schwab Emerging Markets Equity ETF

705 hedge funds and large institutions have $6.09B invested in Schwab Emerging Markets Equity ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 279 increasing their positions, 277 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

2% more funds holding

Funds holding: 694705 (+11)

1% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 277

0.44% more ownership

Funds ownership: 70.26%70.71% (+0.44%)

0% more capital invested

Capital invested by funds: $6.07B → $6.09B (+$24M)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
705
Holders Change
+11
Holders Change %
+1.59%
% of All Funds
11.07%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.58%
New
55
Increased
279
Reduced
277
Closed
36
Calls
$675K
Puts
Net Calls
+$675K
Net Calls Change
-$789K
Name Holding Trade Value Shares
Change
Change in
Stake
GT
601
Glenmede Trust
Pennsylvania
$52.2K
CCP
602
Clarkston Capital Partners
Michigan
$51.8K -$101K -4,116 -66%
CSPIA
603
Cary Street Partners Investment Advisory
Virginia
$49.4K -$24.8K -1,015 -34%
HPC
604
HM Payson & Co
Maine
$49.1K
Bessemer Group
605
Bessemer Group
New Jersey
$49K -$6.35K -260 -12%
PIAS
606
PCA Investment Advisory Services
Ohio
$43.2K +$42.9K +1,755 New
IRC
607
Investors Research Corp
Georgia
$42.4K
TFM
608
TFC Financial Management
Massachusetts
$42.2K
TFP
609
Tilia Fiduciary Partners
North Carolina
$41.6K -$1.86K -76 -4%
CSWM
610
Cassady Schiller Wealth Management
Ohio
$39.7K +$3.91K +160 +11%
PFM
611
Phillips Financial Management
Indiana
$38.4K
SCA
612
Stonebridge Capital Advisors
Minnesota
$36.8K
EWP
613
Elevation Wealth Partners
California
$35.9K
UB
614
UMB Bank
Missouri
$34.6K
GWMI
615
Guardian Wealth Management (Illinois)
Illinois
$33.4K -$153K -6,281 -82%
RDFA
616
Ritter Daniher Financial Advisory
Ohio
$33K -$293 -12 -0.9%
SIS
617
Strategic Investment Solutions
Illinois
$29.5K -$1.93K -79 -6%
GGI
618
Godsey & Gibb Inc
Virginia
$29.5K +$29.3K +1,198 New
AAP
619
Arax Advisory Partners
Colorado
$29.3K +$16.7K +684 +136%
RF
620
Robinswood Financial
Washington
$29.1K +$28.8K +1,179 New
TFGT
621
TS Financial Group (TSFG)
Illinois
$29K +$147 +6 +0.5%
MFA
622
McClarren Financial Advisors
Pennsylvania
$28K +$147 +6 +0.5%
DI
623
Disciplined Investments
Oklahoma
$24.4K +$4.13K +169 +21%
GI
624
GS Investments
Minnesota
$22.3K
SSB
625
Sandy Spring Bank
Maryland
$22.2K

SCHE Hedge Fund Activity: Q2 2023 in Review

705 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2023, worth a combined $6.09B — up 0.4% from $6.07B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SCHE positions and 36 closed out — a net gain of 19 holders — while 279 added to existing stakes and 277 trimmed.

The largest buyer was Bishop & Co Investment Management, adding an estimated $75.5M. The largest seller was Citadel Advisors, cutting an estimated $81.3M.

  • 705 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2023, up from 694 in Q1 2023.
  • Funds reported $6.09B of Schwab Emerging Markets Equity ETF stock for Q2 2023, up 0.4% quarter-over-quarter.
  • 55 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2023 and 36 closed out, a net change of +19 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2023 was Bishop & Co Investment Management, an estimated $75.5M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2023 was Citadel Advisors, an estimated $81.3M sold.

Based on aggregated 13F filings for Q2 2023.