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Schwab Emerging Markets Equity ETF

395 hedge funds and large institutions have $2.13B invested in Schwab Emerging Markets Equity ETF in 2017 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 211 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 22

240% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 62

30% more funds holding in top 10

Funds holding in top 10: 3343 (+10)

22% more capital invested

Capital invested by funds: $1.75B → $2.13B (+$387M)

19% more funds holding

Funds holding: 333395 (+62)

4.49% more ownership

Funds ownership: 41.22%45.71% (+4.5%)

Holders
395
Holders Change
+62
Holders Change %
+18.62%
% of All Funds
8.96%
Holding in Top 10
43
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+30.3%
% of All Funds
0.98%
New
86
Increased
211
Reduced
62
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Garde Capital
Washington
$6.41M +$13.5K +489 +0.2%
AWMG
52
Alliance Wealth Management Group
New Jersey
$6.29M -$5.05M -183,134 -45%
RPGK
53
Retirement Planning Group (Kansas)
Kansas
$6.17M -$191K -6,920 -3%
PAI
54
Pittenger & Anderson Inc
Nebraska
$6.14M +$777K +28,192 +15%
Wells Fargo
55
Wells Fargo
California
$5.8M +$370K +13,424 +7%
SSI
56
Scott & Selber Inc
Texas
$5.73M +$838K +30,380 +17%
AG
57
Appleton Group
Wisconsin
$5.59M +$86.9K +3,150 +2%
LF
58
Lee Financial
Texas
$5.58M +$261K +9,474 +5%
BCMO
59
Buckingham Capital Management (Ohio)
Ohio
$5.44M +$949K +34,409 +21%
NCM
60
Novare Capital Management
North Carolina
$5.34M +$318K +11,515 +6%
HA
61
Harborview Advisors
Maine
$5.33M +$5.26M +190,756 New
SWA
62
Sutton Wealth Advisors
Florida
$5.19M +$150K +5,455 +3%
AI
63
Atria Investments
North Carolina
$5.19M -$1.91M -69,134 -27%
MWA
64
MFA Wealth Advisors
Pennsylvania
$5.16M +$4.75M +172,399 New
GIA
65
GHP Investment Advisors
Colorado
$4.94M +$355K +12,862 +8%
FTUS
66
Flow Traders U.S.
New York
$4.9M -$29.8M -1,079,686 -86%
FC
67
Financial Consulate
Maryland
$4.88M +$22.3K +807 +0.5%
PP
68
PrairieView Partners
Minnesota
$4.72M +$4.66M +169,105 New
MCIA
69
Mountain Capital Investment Advisors
Colorado
$4.67M +$9.68K +351 +0.2%
SWM
70
SigFig Wealth Management
California
$4.62M +$271K +9,838 +6%
SHJ
71
Sharkey, Howes & Javer
Colorado
$4.58M +$1.16M +42,210 +35%
MWAC
72
Mariner Wealth Advisors (Cincinnati)
Ohio
$4.54M +$807K +29,269 +22%
HFP
73
Holistic Financial Partners
Indiana
$4.38M +$4.33M +156,877 New
Mariner
74
Mariner
Kansas
$4.22M +$75.3K +2,729 +2%
JWA
75
JFS Wealth Advisors
Pennsylvania
$4.21M +$136K +4,940 +3%

SCHE Hedge Fund Activity: Q4 2017 in Review

395 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2017, worth a combined $2.13B — up 22% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new SCHE positions and 22 closed out — a net gain of 64 holders — while 211 added to existing stakes and 62 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $65.8M. The largest seller was Flow Traders U.S., cutting an estimated $29.8M.

  • 395 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2017, up from 333 in Q3 2017.
  • Funds reported $2.13B of Schwab Emerging Markets Equity ETF stock for Q4 2017, up 22% quarter-over-quarter.
  • 86 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2017 and 22 closed out, a net change of +64 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $65.8M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q4 2017 was Flow Traders U.S., an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2017.