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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
MSCM
651
McElhenny Sheffield Capital Management
Texas
$10.9K +$10.8K +462 New
LB
652
Legacy Bridge
Iowa
$10.4K
National Bank of Canada
653
National Bank of Canada
Quebec, Canada
$9.78K
FHA
654
First Horizon Advisors
Tennessee
$9.78K
MWM
655
MinichMacGregor Wealth Management
New York
$9.47K +$9.31K +400 New
TPCW
656
TD Private Client Wealth
New York
$8.62K +$8.47K +364 New
AF
657
Affiance Financial
Minnesota
$8.33K +$8.19K +352 New
IFA
658
Interactive Financial Advisors
Illinois
$8.19K +$279 +12 +4%
LFA
659
Level Financial Advisors
New York
$8K -$7.66K -329 -49%
FCA
660
Fortis Capital Advisors
Kansas
$7.1K +$6.98K +300 New
MWM
661
Mascoma Wealth Management
New Hampshire
$6.75K +$6.63K +285 New
LWP
662
Laurel Wealth Planning
Minnesota
$6.72K
TCWA
663
Ten Capital Wealth Advisors
Washington
$6.34K +$2.05K +88 +49%
MCC
664
Money Concepts Capital
Florida
$6.25K -$10.1K -433 -62%
HCM
665
Horrell Capital Management
Arkansas
$6K
MIM
666
Macroview Investment Management
Maryland
$5.91K +$116 +5 +2%
HWMA
667
Heritage Wealth Management (Arizona)
Arizona
$5.3K +$2.61K +112 +100%
KFI
668
Key Financial Inc
Pennsylvania
$5.24K
LWA
669
Lowe Wealth Advisors
Maryland
$5.23K
SC
670
Sierra Capital
Florida
$5K
BWM
671
Baystate Wealth Management
Massachusetts
$5K +$116 +5 +2%
BHWM
672
Beaird Harris Wealth Management
Texas
$4.95K
ME
673
McIlrath & Eck
Washington
$4.14K
EWA
674
EverSource Wealth Advisors
Alabama
$4.09K +$3.49K +150 +652%
MRCM
675
M&R Capital Management
New Jersey
$4.02K +$3.61K +155 +1,033%

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.