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Schwab Emerging Markets Equity ETF

734 hedge funds and large institutions have $6.31B invested in Schwab Emerging Markets Equity ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 329 increasing their positions, 204 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 51

61% more repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 204

9% more funds holding

Funds holding: 676734 (+58)

3.2% more ownership

Funds ownership: 64.78%67.98% (+3.2%)

5% more capital invested

Capital invested by funds: $6.03B → $6.31B (+$276M)

0% more funds holding in top 10

Funds holding in top 10: 4343 (0)

Holders
734
Holders Change
+58
Holders Change %
+8.58%
% of All Funds
11.3%
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.66%
New
122
Increased
329
Reduced
204
Closed
51
Calls
$602K
Puts
Net Calls
+$602K
Net Calls Change
+$233K
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
651
Oxford Financial Group
Indiana
$30K
JFGIW
652
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K
NFG
653
Next Financial Group
Texas
$27K -$14.6K -479 -35%
PCG
654
Private Capital Group
Connecticut
$27K
KIG
655
Kessler Investment Group
Indiana
$27K +$27.3K +895 New
BWA
656
BDO Wealth Advisors
Florida
$26K
CG
657
Cutler Group
California
$26K +$27.5K +900 New
RA
658
Resolute Advisors
California
$24K +$489 +16 +2%
EWM
659
Evermay Wealth Management
Virginia
$22K +$11.7K +383 +110%
BFG
660
Baron Financial Group
New Jersey
$21.6K
WFA
661
WestHill Financial Advisors
California
$21K
EL
662
EMFO LLC
Florida
$20K +$458 +15 +2%
LWA
663
Lenox Wealth Advisors
New York
$20K +$703 +23 +4%
AAP
664
Arax Advisory Partners
Colorado
$19K +$4.8K +157 +33%
AIM
665
AHL Investment Management
Florida
$19K +$19.9K +650 New
JWBC
666
John W. Brooker & Co
California
$18K
FPS
667
Fieldpoint Private Securities
Connecticut
$18K +$5.19K +170 +38%
KA
668
Kozak & Associates
Colorado
$17K
PMFA
669
Plante Moran Financial Advisors
Michigan
$17K
FMII
670
Farmers & Merchants Investments Inc
Nebraska
$17K +$18K +590 New
HS
671
Horan Securities
United States
$16K +$16.1K +527 New
GIA
672
Goodwin Investment Advisory
Georgia
$15K -$550 -18 -3%
ACM
673
Antonetti Capital Management
Florida
$15K
Kayne Anderson Rudnick Investment Management
674
Kayne Anderson Rudnick Investment Management
California
$15K
AA
675
Atmos Advisory
Pennsylvania
$15K +$15K +490 New

SCHE Hedge Fund Activity: Q4 2021 in Review

734 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2021, worth a combined $6.31B — up 4.6% from $6.03B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SCHE positions and 51 closed out — a net gain of 71 holders — while 329 added to existing stakes and 204 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $216M. The largest seller was Mather Group, cutting an estimated $82M.

  • 734 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2021, up from 676 in Q3 2021.
  • Funds reported $6.31B of Schwab Emerging Markets Equity ETF stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 122 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2021 and 51 closed out, a net change of +71 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $216M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q4 2021 was Mather Group, an estimated $82M sold.

Based on aggregated 13F filings for Q4 2021.