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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
MCC
701
Money Concepts Capital
Florida
$5K +$5.5K +180 New
SC
702
SouthState Corp
Florida
$5K +$5.62K +184 New
BW
703
Bison Wealth
Georgia
$4K -$167K -5,450 -98%
CFGS
704
Concourse Financial Group Securities
Alabama
$4K
PP
705
Pacifica Partners
Canada
$4K
AIP
706
Ahrens Investment Partners
Louisiana
$4K +$4.13K +135 New
SFM
707
Signet Financial Management
New Jersey
$4K +$4.55K +149 New
PCA
708
Providence Capital Advisors
North Carolina
$3K -$5.29K -173 -67%
DAM
709
Delta Asset Management
Tennessee
$3K
SC
710
Schubert & Co
Texas
$3K +$3.24K +106 New
CWC
711
Carolinas Wealth Consulting
North Carolina
$2K
GT
712
Glenmede Trust
Pennsylvania
$2K
SIS
713
Sound Income Strategies
Florida
$2K
ODG
714
O'Dell Group
Ohio
$2K +$92 +3 +6%
EWA
715
EverSource Wealth Advisors
Alabama
$2K +$2.05K +67 New
CWP
716
Concord Wealth Partners
Virginia
$2K +$2.2K +72 New
GEA
717
Glen Eagle Advisors
New Jersey
$1.9K +$1.96K +64 New
KFS
718
Kelly Financial Services
Massachusetts
$1.71K +$31 +1 +2%
BAM
719
Bellevue Asset Management
Washington
$1K
FCMT
720
Founders Capital Management (Texas)
Texas
$1K
POIA
721
Pin Oak Investment Advisors
Texas
$1K
TFGT
722
TS Financial Group (TSFG)
Illinois
$1K
WFA
723
West Financial Advisors
Iowa
$1K
BA
724
Bellwether Advisors
Nebraska
$1K +$31 +1 +2%
TC
725
TAP Consulting
Missouri
$1K +$672 +22 New

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.