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Schwab Emerging Markets Equity ETF

694 hedge funds and large institutions have $6.38B invested in Schwab Emerging Markets Equity ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 347 increasing their positions, 195 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 32

78% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 195

14% more funds holding in top 10

Funds holding in top 10: 4349 (+6)

7% more capital invested

Capital invested by funds: $5.95B → $6.38B (+$433M)

4% more funds holding

Funds holding: 667694 (+27)

0.51% less ownership

Funds ownership: 65.51%65% (-0.51%)

42% less call options, than puts

Call options by funds: $243K | Put options by funds: $419K

Holders
694
Holders Change
+27
Holders Change %
+4.05%
% of All Funds
12.08%
Holding in Top 10
49
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.95%
% of All Funds
0.85%
New
65
Increased
347
Reduced
195
Closed
32
Calls
$243K
Puts
$419K
Net Calls
-$176K
Net Calls Change
+$381K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
701
Human Investing
Oregon
-$430K -13,530 Closed
FC
702
Ferris Capital
Massachusetts
-$413K -13,007 Closed
SWM
703
Soundmark Wealth Management
Washington
-$332K -10,401 Closed
MCM
704
Mengis Capital Management
Oregon
-$279K -8,796 Closed
AWE
705
Avidian Wealth Enterprises
Texas
-$250K -7,881 Closed
PP
706
Palladium Partners
Virginia
-$215K -6,750 Closed
LIA
707
LBMC Investment Advisors
Tennessee
-$212K -6,679 Closed
SG
708
StoneX Group
New York
-$207K -6,511 Closed
PMG
709
ProVise Management Group
Florida
-$202K -6,351 Closed
MWM
710
Modera Wealth Management
New Jersey
-$202K -6,344 Closed
WAP
711
Wealthcare Advisory Partners
Pennsylvania
-$133K -4,184 Closed
LGWM
712
Litman Gregory Wealth Management
California
-$51K -1,613 Closed
EW
713
Evoke Wealth
California
-$34K -1,063 Closed
MF
714
Manchester Financial
California
-$24K -768 Closed
SFMG
715
Sage Financial Management Group
Virginia
-$24K -741 Closed
APWA
716
Atlas Private Wealth Advisors
New Jersey
-$17.2K -529 -97%
AssetMark Inc
717
AssetMark Inc
California
-$11K -358 Closed
HPC
718
HM Payson & Co
Maine
-$11.3K -349 -96%
GT
719
Glenmede Trust
Pennsylvania
-$5K -170 Closed
LDFR
720
Lehman & Derafelo Financial Resources
Pennsylvania
-$2K -74 Closed
BCA
721
Berman Capital Advisors
Georgia
-$1K -51 Closed
DOA
722
D'Orazio & Associates
Virginia
-$1K -42 Closed

SCHE Hedge Fund Activity: Q2 2021 in Review

694 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2021, worth a combined $6.38B — up 7.3% from $5.95B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SCHE positions and 32 closed out — a net gain of 33 holders — while 347 added to existing stakes and 195 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $140M. The largest seller was Susquehanna International Group, cutting an estimated $51.7M.

  • 694 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2021, up from 667 in Q1 2021.
  • Funds reported $6.38B of Schwab Emerging Markets Equity ETF stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 65 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2021 and 32 closed out, a net change of +33 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $140M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2021 was Susquehanna International Group, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2021.