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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
BWA
626
BDO Wealth Advisors
Florida
$22K
SF
627
Safeguard Financial
Wisconsin
$21K +$21K +858 New
GJIA
628
Glass Jacobson Investment Advisors
Maryland
$20.6K +$20.4K +835 New
Citigroup
629
Citigroup
New York
$19.1K +$13.3K +546 +237%
HNB
630
Huntington National Bank
Ohio
$19.1K
BBHC
631
Brown Brothers Harriman & Co
New York
$18.5K +$18.3K +750 New
BCMLT
632
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.2K
Simplex Trading
633
Simplex Trading
Illinois
$18K -$172K -7,045 -90%
EL
634
EMFO LLC
Florida
$17.5K +$98 +4 +0.6%
MRCM
635
M&R Capital Management
New Jersey
$15.8K +$15.7K +643 New
BFPW
636
BOK Financial Private Wealth
Colorado
$15.8K -$489 -20 -3%
LSA
637
Lansing Street Advisors
Pennsylvania
$15.2K +$98 +4 +0.7%
BCM
638
Blume Capital Management
California
$14.9K
HCM
639
Hollencrest Capital Management
California
$13.4K
CCM
640
Chilton Capital Management
Texas
$12.4K
Kayne Anderson Rudnick Investment Management
641
Kayne Anderson Rudnick Investment Management
California
$12.1K
IAS
642
IMA Advisory Services
Colorado
$12K -$49 -2 -0.4%
LB
643
Legacy Bridge
Iowa
$10.8K
National Bank of Canada
644
National Bank of Canada
Quebec, Canada
$9.92K
WIM
645
Westside Investment Management
California
$9.68K
GWSG
646
GPS Wealth Strategies Group
Colorado
$9.58K
WAG
647
Windsor Advisory Group
Ohio
$8.84K -$5.72K -234 -39%
TPCW
648
TD Private Client Wealth
New York
$8.42K -$538 -22 -6%
MWM
649
Mascoma Wealth Management
New Hampshire
$7.13K
FMP
650
Financial Management Professionals
Texas
$7K -$11.8K -483 -62%

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.