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Schwab Emerging Markets Equity ETF

717 hedge funds and large institutions have $6.26B invested in Schwab Emerging Markets Equity ETF in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 304 increasing their positions, 254 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 254

0.75% more ownership

Funds ownership: 67.98%68.73% (+0.75%)

1% less capital invested

Capital invested by funds: $6.31B → $6.26B (-$48.2M)

7% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 68

2% less funds holding

Funds holding: 734717 (-17)

2% less funds holding in top 10

Funds holding in top 10: 4342 (-1)

Holders
717
Holders Change
-17
Holders Change %
-2.32%
% of All Funds
11.31%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
63
Increased
304
Reduced
254
Closed
68
Calls
$1.54M
Puts
Net Calls
+$1.54M
Net Calls Change
+$939K
Name Holding Trade Value Shares
Change
Change in
Stake
5L
51
55I LLC
Massachusetts
$13M -$576K -19,902 -4%
Cerity Partners
52
Cerity Partners
New York
$13M -$794K -27,418 -6%
AWMG
53
Alliance Wealth Management Group
New Jersey
$13M -$190K -6,574 -1%
TCM
54
Towercrest Capital Management
Pennsylvania
$13M -$190K -6,574 -1%
PCIA
55
Prime Capital Investment Advisors
Kansas
$13M -$8.63K -298 -0.1%
ML
56
McAdam LLC
Pennsylvania
$12.8M +$2.43M +84,033 +22%
SFWA
57
Summit Financial Wealth Advisors
Louisiana
$12.8M +$342K +11,824 +3%
RWM
58
RKL Wealth Management
Pennsylvania
$12.6M -$118K -4,061 -0.9%
VWA
59
Visionary Wealth Advisors
Illinois
$12.6M -$1.34M -46,211 -9%
HFP
60
Holistic Financial Partners
Indiana
$12.5M -$1.78M -61,642 -12%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$11.3M +$597K +20,633 +5%
WANY
62
Wealthspire Advisors (New York)
New York
$11.1M +$1.25M +43,311 +12%
BPA
63
Beacon Pointe Advisors
California
$11M +$7.48M +258,313 +186%
BSB
64
Bangor Savings Bank
Maine
$10.9M -$291K -10,049 -2%
LPL Financial
65
LPL Financial
California
$10.8M -$2.99M -103,212 -21%
MAM
66
Marotta Asset Management
Virginia
$10.4M -$318K -10,970 -3%
PAI
67
Pittenger & Anderson Inc
Nebraska
$10.1M +$895K +30,924 +9%
BlackRock
68
BlackRock
New York
$9.8M +$1.11M +38,391 +12%
WCWM
69
Wooster Corthell Wealth Management
Connecticut
$9.69M +$451K +15,581 +5%
RIM
70
Rockbridge Investment Management
New York
$9.31M +$53.4K +1,846 +0.6%
RTL
71
Red Tortoise LLC
Georgia
$9.17M +$296K +10,219 +3%
GC
72
Garde Capital
Washington
$9.09M -$524K -18,118 -5%
AI
73
Atria Investments
North Carolina
$8.97M +$72.9K +2,519 +0.8%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$8.9M +$3.94M +136,037 +74%
CWM
75
Cabot Wealth Management
Massachusetts
$8.76M +$94.3K +3,259 +1%

SCHE Hedge Fund Activity: Q1 2022 in Review

717 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q1 2022, worth a combined $6.26B — down 0.76% from $6.31B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SCHE and 63 opened new positions — a net loss of 5 holders — while 254 trimmed existing stakes and 304 added.

The largest buyer was Creative Planning, adding an estimated $104M. The largest seller was Mather Group, cutting an estimated $34.8M.

  • 717 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q1 2022, down from 734 in Q4 2021.
  • Funds reported $6.26B of Schwab Emerging Markets Equity ETF stock for Q1 2022, down 0.76% quarter-over-quarter.
  • 63 funds opened new Schwab Emerging Markets Equity ETF positions in Q1 2022 and 68 closed out, a net change of -5 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q1 2022 was Creative Planning, an estimated $104M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q1 2022 was Mather Group, an estimated $34.8M sold.

Based on aggregated 13F filings for Q1 2022.