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Schwab Emerging Markets Equity ETF

717 hedge funds and large institutions have $6.26B invested in Schwab Emerging Markets Equity ETF in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 304 increasing their positions, 254 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 254

0.75% more ownership

Funds ownership: 67.98%68.73% (+0.75%)

1% less capital invested

Capital invested by funds: $6.31B → $6.26B (-$48.2M)

7% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 68

2% less funds holding

Funds holding: 734717 (-17)

2% less funds holding in top 10

Funds holding in top 10: 4342 (-1)

Holders
717
Holders Change
-17
Holders Change %
-2.32%
% of All Funds
11.31%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
63
Increased
304
Reduced
254
Closed
68
Calls
$1.54M
Puts
Net Calls
+$1.54M
Net Calls Change
+$939K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
651
Atmos Advisory
Pennsylvania
$15K +$1.01K +35 +7%
Kayne Anderson Rudnick Investment Management
652
Kayne Anderson Rudnick Investment Management
California
$14K
MTIC
653
Missouri Trust & Investment Company
Missouri
$14K
LB
654
Legacy Bridge
Iowa
$12K
National Bank of Canada
655
National Bank of Canada
Quebec, Canada
$12K
CP
656
Castleview Partners
Texas
$11K -$331K -11,448 -97%
TCWA
657
Ten Capital Wealth Advisors
Washington
$11K +$4.69K +162 +70%
RDFA
658
Ritter Daniher Financial Advisory
Ohio
$10K -$1.16K -40 -10%
GG
659
Gleason Group
Kentucky
$9K
IFA
660
Interactive Financial Advisors
Illinois
$9K +$29 +1 +0.3%
SSB
661
Sandy Spring Bank
Maryland
$9K +$1.94K +67 +25%
HWA
662
Heritage Wealth Advisors
Virginia
$8K
PFA
663
Professional Financial Advisors
Nebraska
$8K
ZC
664
Zeit Capital
Colorado
$8K
CP
665
Corbenic Partners
Pennsylvania
$7K
HCM
666
Horrell Capital Management
Arkansas
$7K
MIM
667
Macroview Investment Management
Maryland
$7K
MCC
668
Money Concepts Capital
Florida
$7K +$1.59K +55 +31%
GI
669
GS Investments
Minnesota
$6K -$885K -30,576 -99%
KFI
670
Key Financial Inc
Pennsylvania
$6K
MW
671
Milestone Wealth
New York
$6K
NG
672
NWK Group
California
$6K
BWM
673
Baystate Wealth Management
Massachusetts
$6K +$5.82K +201 New
HBW
674
Hazlett, Burt & Watson
West Virginia
$6K +$6.14K +212 New
LWA
675
Lowe Wealth Advisors
Maryland
$6K +$6.4K +221 New

SCHE Hedge Fund Activity: Q1 2022 in Review

717 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q1 2022, worth a combined $6.26B — down 0.76% from $6.31B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SCHE and 63 opened new positions — a net loss of 5 holders — while 254 trimmed existing stakes and 304 added.

The largest buyer was Creative Planning, adding an estimated $104M. The largest seller was Mather Group, cutting an estimated $34.8M.

  • 717 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q1 2022, down from 734 in Q4 2021.
  • Funds reported $6.26B of Schwab Emerging Markets Equity ETF stock for Q1 2022, down 0.76% quarter-over-quarter.
  • 63 funds opened new Schwab Emerging Markets Equity ETF positions in Q1 2022 and 68 closed out, a net change of -5 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q1 2022 was Creative Planning, an estimated $104M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q1 2022 was Mather Group, an estimated $34.8M sold.

Based on aggregated 13F filings for Q1 2022.