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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
TCM
51
Towercrest Capital Management
Pennsylvania
$14.1M +$1.1M +35,949 +8%
RWM
52
RKL Wealth Management
Pennsylvania
$13.6M -$63.3K -2,073 -0.4%
JCM
53
Jacobsen Capital Management
Utah
$13.5M +$341K +11,148 +3%
SFWA
54
Summit Financial Wealth Advisors
Louisiana
$13.3M +$271K +8,883 +2%
PCIA
55
Prime Capital Investment Advisors
Kansas
$13M +$1.02M +33,429 +8%
Wells Fargo
56
Wells Fargo
California
$12.7M +$4.53M +148,181 +53%
RIM
57
Redwood Investment Management
Arizona
$12.5M +$12.9M +421,560 New
BSB
58
Bangor Savings Bank
Maine
$11.9M +$1.05M +34,468 +9%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$11.4M +$1.08M +35,388 +10%
MAM
60
Marotta Asset Management
Virginia
$11.4M -$143K -4,686 -1%
ML
61
McAdam LLC
Pennsylvania
$11.2M +$2.73M +89,453 +31%
WANY
62
Wealthspire Advisors (New York)
New York
$10.6M +$590K +19,321 +6%
GC
63
Garde Capital
Washington
$10.2M +$1.93M +63,300 +22%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$10.1M +$2.37M +77,683 +30%
WCWM
65
Wooster Corthell Wealth Management
Connecticut
$9.88M +$1.13M +37,049 +12%
PAI
66
Pittenger & Anderson Inc
Nebraska
$9.87M +$567K +18,546 +6%
RIM
67
Rockbridge Investment Management
New York
$9.68M +$612K +20,043 +7%
FPCG
68
Fort Pitt Capital Group
Pennsylvania
$9.52M +$9.82M +321,301 New
SC
69
Savant Capital
Illinois
$9.5M -$393K -12,848 -4%
AI
70
Atria Investments
North Carolina
$9.5M +$5.13M +167,891 +110%
RTL
71
Red Tortoise LLC
Georgia
$9.47M +$173K +5,649 +2%
JMPWA
72
JP Morgan Private Wealth Advisors
California
$9.35M +$4.2M +137,600 +77%
BlackRock
73
BlackRock
New York
$9.32M +$412K +13,492 +4%
CWM
74
Cabot Wealth Management
Massachusetts
$9.25M +$26.1K +854 +0.3%
BAMG
75
Brand Asset Management Group
Missouri
$8.92M +$463K +15,150 +5%

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.