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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
TFGT
626
TS Financial Group (TSFG)
Illinois
$25K +$605 +26 +2%
MS
627
Madden Securities
Texas
$24.3K +$23.9K +1,028 New
BCMLT
628
Beacon Capital Management LLC (Tennessee)
Tennessee
$23K +$4.38K +188 +24%
BAM
629
Belpointe Asset Management
Nevada
$22.7K +$22.3K +959 New
NECFA
630
New England Capital Financial Advisors
Connecticut
$22.5K +$20.2K +866 New
EE
631
EWG Elevate
California
$22K +$21.6K +930 New
BWA
632
BDO Wealth Advisors
Florida
$21.1K
HBW
633
Hazlett, Burt & Watson
West Virginia
$19K +$2.82K +121 +18%
HNB
634
Huntington National Bank
Ohio
$18.3K
FMP
635
Financial Management Professionals
Texas
$18K +$5.59K +240 +45%
JFA
636
JNBA Financial Advisors
Minnesota
$17.3K
OFG
637
Oxford Financial Group
Indiana
$17K
EL
638
EMFO LLC
Florida
$16.7K +$396 +17 +2%
GI
639
GS Investments
Minnesota
$16.7K +$10.9K +470 +200%
GFWA
640
Grey Fox Wealth Advisors
Delaware
$14.5K +$14.2K +611 New
BCM
641
Blume Capital Management
California
$14.3K -$1.56K -67 -10%
AAP
642
Arax Advisory Partners
Colorado
$14.2K -$16.2K -697 -54%
BFPW
643
BOK Financial Private Wealth
Colorado
$13.8K -$71.2K -3,057 -84%
HCM
644
Hollencrest Capital Management
California
$12.9K +$12.7K +545 New
IAS
645
IMA Advisory Services
Colorado
$11.9K +$47 +2 +0.4%
Kayne Anderson Rudnick Investment Management
646
Kayne Anderson Rudnick Investment Management
California
$11.7K
BBHC
647
Brown Brothers Harriman & Co
New York
$11.3K
LSA
648
Lansing Street Advisors
Pennsylvania
$11.2K +$256 +11 +2%
AA
649
Atmos Advisory
Pennsylvania
$11.1K -$140 -6 -1%
PGAM
650
Princeton Global Asset Management
New Jersey
$11K +$10.9K +468 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.