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Schwab Emerging Markets Equity ETF

705 hedge funds and large institutions have $6.09B invested in Schwab Emerging Markets Equity ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 279 increasing their positions, 277 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

2% more funds holding

Funds holding: 694705 (+11)

1% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 277

0.44% more ownership

Funds ownership: 70.26%70.71% (+0.44%)

0% more capital invested

Capital invested by funds: $6.07B → $6.09B (+$24M)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
705
Holders Change
+11
Holders Change %
+1.59%
% of All Funds
11.07%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.58%
New
55
Increased
279
Reduced
277
Closed
36
Calls
$675K
Puts
Net Calls
+$675K
Net Calls Change
-$789K
Name Holding Trade Value Shares
Change
Change in
Stake
RI
676
Ridgewood Investments
New Jersey
$3K
LFA
677
Level Financial Advisors
New York
$2.81K -$3.57K -146 -56%
DAM
678
Delta Asset Management
Tennessee
$2.73K
SWA
679
SOA Wealth Advisors
New York
$2.46K
GEA
680
Glen Eagle Advisors
New Jersey
$2.39K +$24 +1 +1%
WWMSC
681
Wagner Wealth Management (South Carolina)
South Carolina
$1.85K +$562 +23 +44%
CWP
682
Concord Wealth Partners
Virginia
$1.83K
CWC
683
Carolinas Wealth Consulting
North Carolina
$1.77K +$24 +1 +1%
KM
684
Kalos Management
Georgia
$1.65K
TRCT
685
Tower Research Capital (TRC)
New York
$1.5K -$518K -21,196 -100%
KFS
686
Kelly Financial Services
Massachusetts
$1.31K
LC
687
Lindbrook Capital
California
$1.18K
BLC
688
Brown, Lisle/Cummings
Rhode Island
$1.16K
JFA
689
JNBA Financial Advisors
Minnesota
$1.16K
CMP
690
Coston McIsaac & Partners
Maine
$1K
TFA
691
Transamerica Financial Advisors
Florida
$1K
IPW
692
Impact Partnership Wealth
Georgia
$764 +$758 +31 New
FCAG
693
First Capital Advisors Group
New Jersey
$692
MCA
694
Maryland Capital Advisors
Maryland
$542
TAM
695
Townsend Asset Management
North Carolina
$542
NG
696
NWK Group
California
$542 +$49 +2 +10%
SFC
697
SYM Financial Corp
Indiana
$443 +$440 +18 New
FCMT
698
Founders Capital Management (Texas)
Texas
$427
RCM
699
Raleigh Capital Management
North Carolina
$399
CFFP
700
Center for Financial Planning
Michigan
$247

SCHE Hedge Fund Activity: Q2 2023 in Review

705 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2023, worth a combined $6.09B — up 0.4% from $6.07B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SCHE positions and 36 closed out — a net gain of 19 holders — while 279 added to existing stakes and 277 trimmed.

The largest buyer was Bishop & Co Investment Management, adding an estimated $75.5M. The largest seller was Citadel Advisors, cutting an estimated $81.3M.

  • 705 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2023, up from 694 in Q1 2023.
  • Funds reported $6.09B of Schwab Emerging Markets Equity ETF stock for Q2 2023, up 0.4% quarter-over-quarter.
  • 55 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2023 and 36 closed out, a net change of +19 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2023 was Bishop & Co Investment Management, an estimated $75.5M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2023 was Citadel Advisors, an estimated $81.3M sold.

Based on aggregated 13F filings for Q2 2023.