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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
MTIC
676
Missouri Trust & Investment Company
Missouri
$15K +$15.3K +500 New
KPCM
677
Kings Point Capital Management
New York
$15K +$15.5K +508 New
LB
678
Legacy Bridge
Iowa
$13K
RDFA
679
Ritter Daniher Financial Advisory
Ohio
$12K +$2.84K +93 +29%
National Bank of Canada
680
National Bank of Canada
Quebec, Canada
$12K +$12.2K +399 New
SMA
681
Sage Mountain Advisors
Georgia
$12K +$12.2K +400 New
IFA
682
Interactive Financial Advisors
Illinois
$10K +$275 +9 +3%
GG
683
Gleason Group
Kentucky
$9K -$947 -31 -9%
ZC
684
Zeit Capital
Colorado
$9K
PFA
685
Professional Financial Advisors
Nebraska
$9K +$183 +6 +2%
HWA
686
Heritage Wealth Advisors
Virginia
$8K
SSB
687
Sandy Spring Bank
Maryland
$8K +$6.33K +207 +334%
CP
688
Corbenic Partners
Pennsylvania
$8K +$7.76K +254 New
TCWA
689
Ten Capital Wealth Advisors
Washington
$7K -$101K -3,297 -93%
HCM
690
Horrell Capital Management
Arkansas
$7K
KFI
691
Key Financial Inc
Pennsylvania
$7K
MIM
692
Macroview Investment Management
Maryland
$7K +$153 +5 +2%
MFT
693
Moisand Fitzgerald Tamayo
Florida
$6K
NG
694
NWK Group
California
$6K +$61 +2 +0.9%
MW
695
Milestone Wealth
New York
$6K +$5.74K +188 New
GWANC
696
Guardian Wealth Advisors (North Carolina)
North Carolina
$6K +$6.23K +204 New
BHWM
697
Beaird Harris Wealth Management
Texas
$6K +$6.57K +215 New
ME
698
McIlrath & Eck
Washington
$5K -$458 -15 -8%
CCM
699
Cribstone Capital Management
Maine
$5K
BCM
700
Blume Capital Management
California
$5K +$61 +2 +1%

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.