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Schwab Emerging Markets Equity ETF

694 hedge funds and large institutions have $6.38B invested in Schwab Emerging Markets Equity ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 347 increasing their positions, 195 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 32

78% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 195

14% more funds holding in top 10

Funds holding in top 10: 4349 (+6)

7% more capital invested

Capital invested by funds: $5.95B → $6.38B (+$433M)

4% more funds holding

Funds holding: 667694 (+27)

0.51% less ownership

Funds ownership: 65.51%65% (-0.51%)

42% less call options, than puts

Call options by funds: $243K | Put options by funds: $419K

Holders
694
Holders Change
+27
Holders Change %
+4.05%
% of All Funds
12.08%
Holding in Top 10
49
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.95%
% of All Funds
0.85%
New
65
Increased
347
Reduced
195
Closed
32
Calls
$243K
Puts
$419K
Net Calls
-$176K
Net Calls Change
+$381K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
626
Choate Investment Advisors
Massachusetts
$25K +$24.4K +753 New
BFG
627
Baron Financial Group
New Jersey
$23.9K
RDWM
628
Red Door Wealth Management
Tennessee
$23K +$22.8K +703 New
EL
629
EMFO LLC
Florida
$22K +$21.8K +671 New
HFS
630
Hantz Financial Services
Michigan
$21K +$10.2K +314 +98%
LWA
631
Lenox Wealth Advisors
New York
$20K
JWBC
632
John W. Brooker & Co
California
$20K +$19.3K +596 New
CTC
633
Central Trust Company
Missouri
$19K
PMFA
634
Plante Moran Financial Advisors
Michigan
$18K
CP
635
Castleview Partners
Texas
$18K +$17.8K +550 New
Kayne Anderson Rudnick Investment Management
636
Kayne Anderson Rudnick Investment Management
California
$16K
IF
637
Ironwood Financial
Arizona
$16K +$2.5K +77 +18%
Simplex Trading
638
Simplex Trading
Illinois
$16K +$13K +400 +400%
AAP
639
Arax Advisory Partners
Colorado
$16K +$15.6K +481 New
FMP
640
Financial Management Professionals
Texas
$15K +$10.3K +316 +226%
EWM
641
Evermay Wealth Management
Virginia
$15K +$14.5K +448 New
LB
642
Legacy Bridge
Iowa
$14K
IFA
643
Interactive Financial Advisors
Illinois
$14K +$97 +3 +0.7%
TC
644
Truvestments Capital
Florida
$14K +$97 +3 +0.7%
FPS
645
Fieldpoint Private Securities
Connecticut
$14K +$1.72K +53 +13%
GIA
646
Goodwin Investment Advisory
Georgia
$13K +$12.5K +385 New
GG
647
Gleason Group
Kentucky
$11K +$65 +2 +0.6%
WP
648
WealthShield Partners
North Carolina
$11K +$2.08K +64 +23%
ZC
649
Zeit Capital
Colorado
$10K -$19.8K -609 -67%
APW
650
Acima Private Wealth
Virginia
$10K

SCHE Hedge Fund Activity: Q2 2021 in Review

694 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2021, worth a combined $6.38B — up 7.3% from $5.95B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SCHE positions and 32 closed out — a net gain of 33 holders — while 347 added to existing stakes and 195 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $140M. The largest seller was Susquehanna International Group, cutting an estimated $51.7M.

  • 694 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2021, up from 667 in Q1 2021.
  • Funds reported $6.38B of Schwab Emerging Markets Equity ETF stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 65 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2021 and 32 closed out, a net change of +33 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $140M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2021 was Susquehanna International Group, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2021.