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Schwab Emerging Markets Equity ETF

712 hedge funds and large institutions have $6.42B invested in Schwab Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 287 increasing their positions, 256 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,261% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $71K

85% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 59

39% more funds holding in top 10

Funds holding in top 10: 3143 (+12)

24% more capital invested

Capital invested by funds: $5.2B → $6.42B (+$1.22B)

12% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 256

5% more funds holding

Funds holding: 676712 (+36)

2.06% more ownership

Funds ownership: 68.44%70.5% (+2.1%)

Holders
712
Holders Change
+36
Holders Change %
+5.33%
% of All Funds
11.45%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.69%
New
109
Increased
287
Reduced
256
Closed
59
Calls
$1.68M
Puts
$71K
Net Calls
+$1.6M
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
701
Maryland Capital Advisors
Maryland
$521
NG
702
NWK Group
California
$473 +$47 +2 +11%
WWMSC
703
Wagner Wealth Management (South Carolina)
South Carolina
$473 +$349 +15 +300%
NSIM
704
North Star Investment Management
Illinois
$450 -$24.8K -1,066 -98%
HCP
705
Hexagon Capital Partners
Arkansas
$426
CFFP
706
Center for Financial Planning
Michigan
$237
TCM
707
Tradewinds Capital Management
Washington
$213 -$88.8K -3,816 -100%
NC
708
NewSquare Capital
Pennsylvania
$142
GI
709
Gradient Investments
Minnesota
$142 +$140 +6 New
WIM
710
Westside Investment Management
California
$9
CMP
711
Coston McIsaac & Partners
Maine
$1 +$47 +2 +3%
JFGLC
712
Johnson Financial Group LLC (Colorado)
Colorado
-$8.54M -381,200 Closed
SA
713
SAM Advisors
California
-$8.29M -341,488 Closed
HF
714
HRT Financial
New York
-$7.45M -332,581 Closed
JWM
715
JFG Wealth Management
Colorado
-$4.33M -193,517 Closed
AWS
716
AJ Wealth Strategies
New York
-$2.7M -120,430 Closed
TDWM
717
Topel & Distasi Wealth Management
California
-$1.54M -64,935 Closed
CWM
718
Curi Wealth Management
North Carolina
-$1.35M -60,220 Closed
JIC
719
Johnson Investment Counsel
Ohio
-$921K -41,115 Closed
MCWS
720
McKinley Carter Wealth Services
West Virginia
-$858K -38,323 Closed
Lido Advisors
721
Lido Advisors
California
-$796K -35,575 Closed
FWI
722
Facet Wealth Inc
Maryland
-$774K -33,788 Closed
WWM
723
WT Wealth Management
Arizona
-$738K -32,959 Closed
TNA
724
True North Advisors
Texas
-$719K -32,112 Closed
PA
725
Planning Alternatives
Michigan
-$696K -31,081 Closed

SCHE Hedge Fund Activity: Q4 2022 in Review

712 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2022, worth a combined $6.42B — up 24% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SCHE positions and 59 closed out — a net gain of 50 holders — while 287 added to existing stakes and 256 trimmed.

The largest buyer was Creative Planning, adding an estimated $41.6M. The largest seller was HighTower Advisors, cutting an estimated $43.9M.

  • 712 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2022, up from 676 in Q3 2022.
  • Funds reported $6.42B of Schwab Emerging Markets Equity ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 109 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2022 and 59 closed out, a net change of +50 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q4 2022 was Creative Planning, an estimated $41.6M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q4 2022 was HighTower Advisors, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2022.