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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
PFGIA
676
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$6.45K +223 New
TRCT
677
Tower Research Capital (TRC)
New York
$6K +$6.51K +225 New
ME
678
McIlrath & Eck
Washington
$5K
SC
679
SouthState Corp
Florida
$5K
CCM
680
Cribstone Capital Management
Maine
$5K +$637 +22 +13%
Simplex Trading
681
Simplex Trading
Illinois
$5K +$5.79K +200 New
HA
682
Herold Advisors
New York
$4.78K +$4.98K +172 New
GIA
683
Goodwin Investment Advisory
Georgia
$4K -$11.1K -383 -74%
AIP
684
Ahrens Investment Partners
Louisiana
$4K
PP
685
Pacifica Partners
Canada
$4K
IWP
686
IAG Wealth Partners
Wisconsin
$4K +$3.68K +127 New
SC
687
Schubert & Co
Texas
$3K
BW
688
Bison Wealth
Georgia
$2K -$1.77K -61 -51%
CWP
689
Concord Wealth Partners
Virginia
$2K
PCA
690
Providence Capital Advisors
North Carolina
$2K
SIS
691
Sound Income Strategies
Florida
$2K
GTAM
692
Global Trust Asset Management
Florida
$2K +$1.82K +63 New
GI
693
Gradient Investments
Minnesota
$2K +$2.17K +75 New
HWMA
694
Heritage Wealth Management (Arizona)
Arizona
$2K +$2.37K +82 New
CDIA
695
Capital Directions Investment Advisors
Georgia
$2K +$2.49K +86 New
COCM
696
Charter Oak Capital Management
New Hampshire
$2K +$2.55K +88 New
SWA
697
SOA Wealth Advisors
New York
$2K +$2.89K +100 New
KFS
698
Kelly Financial Services
Massachusetts
$1.61K
Bessemer Group
699
Bessemer Group
New Jersey
$1K -$72.1K -2,491 -98%
EWA
700
EverSource Wealth Advisors
Alabama
$1K -$1.27K -44 -66%

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.