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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
I
51
INVST
Indiana
$13.3M -$1.68M -72,196 -12%
Stifel Financial
52
Stifel Financial
Missouri
$13.2M +$5.68M +243,989 +78%
YAL
53
Your Advocates Ltd
Texas
$12.9M -$1.54M -65,981 -11%
AWMG
54
Alliance Wealth Management Group
New Jersey
$11.3M +$764K +32,825 +7%
TCM
55
Towercrest Capital Management
Pennsylvania
$11.3M +$764K +32,825 +7%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$11.2M -$341K -14,645 -3%
ML
57
McAdam LLC
Pennsylvania
$11.2M -$4.57M -196,508 -34%
RIM
58
Rakuten Investment Management
Japan
$11.1M +$2.87M +123,300 +36%
NSAM
59
North Star Asset Management
Wisconsin
$10.9M -$801K -34,425 -7%
VWA
60
Visionary Wealth Advisors
Illinois
$10.6M -$438K -18,819 -4%
PI
61
PFS Investments
Georgia
$10.4M -$156K -6,706 -2%
LSAG
62
Lake Street Advisors Group
New Hampshire
$10.3M +$1.8M +77,138 +22%
HFP
63
Holistic Financial Partners
Indiana
$9.94M +$176K +7,576 +2%
PAI
64
Pittenger & Anderson Inc
Nebraska
$9.88M -$75.1K -3,227 -0.8%
RWM
65
RKL Wealth Management
Pennsylvania
$9.46M -$1.35M -57,942 -13%
MAM
66
Marotta Asset Management
Virginia
$9.42M +$959K +41,188 +12%
LPL Financial
67
LPL Financial
California
$9.11M -$2.08M -89,245 -19%
GC
68
Garde Capital
Washington
$8.98M +$95.5K +4,101 +1%
WCWM
69
Wooster Corthell Wealth Management
Connecticut
$8.85M +$84K +3,610 +1%
AA
70
Apriem Advisors
California
$8.81M -$284K -12,204 -3%
AI
71
Atria Investments
North Carolina
$8.48M +$489K +21,027 +6%
RTL
72
Red Tortoise LLC
Georgia
$8.23M +$8.09M +347,536 New
SWRP
73
Summit Wealth & Retirement Planning
California
$8.22M +$474K +20,349 +6%
CWM
74
Cabot Wealth Management
Massachusetts
$8.22M +$308K +13,214 +4%
Osaic Holdings
75
Osaic Holdings
Arizona
$8.01M -$67.2K -2,888 -0.8%

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.