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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
EVC
726
Eidelman Virant Capital
Missouri
-$598K -20,148 Closed
BZWA
727
Blue Zone Wealth Advisors
California
-$528K -17,838 Closed
KM
728
Kalos Management
Georgia
-$548K -17,578 Closed
WMS
729
Wealth Management Solutions
Pennsylvania
-$451K -15,224 Closed
SWM
730
Stockman Wealth Management
Montana
-$442K -14,928 Closed
RSWM
731
Robertson Stephens Wealth Management
California
-$342K -11,573 Closed
COF
732
Capital One Financial
Virginia
-$331K -11,168 Closed
MIAN
733
Mariner Independent Advisor Network
Kansas
-$309K -10,375 Closed
UOTTAIMCU
734
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$307K -10,350 Closed
TAM
735
Tocqueville Asset Management
New York
-$284K -9,582 Closed
PA
736
PFG Advisors
Arizona
-$275K -9,277 Closed
GIA
737
Gladstone Institutional Advisory
Florida
-$263K -8,884 Closed
CCFM
738
Clear Creek Financial Management
Washington
-$259K -8,749 Closed
HIC
739
Holderness Investments Company
North Carolina
-$257K -8,679 Closed
SCM
740
Southport Capital Management
Tennessee
-$253K -8,549 Closed
TPA
741
Trivium Point Advisory
Connecticut
-$252K -8,508 Closed
G
742
Gainplan
Michigan
-$247K -8,328 Closed
BIM
743
Baldwin Investment Management
Pennsylvania
-$246 -8,307 Closed
CAM
744
Cozad Asset Management
Illinois
-$232K -7,820 Closed
MCIA
745
Mountain Capital Investment Advisors
Colorado
-$232K -7,652 Closed
SRC
746
Sage Rhino Capital
California
-$213K -7,188 Closed
SW
747
SVB Wealth
Massachusetts
-$211K -7,126 Closed
PWA
748
Peterson Wealth Advisors
Utah
-$211K -7,113 Closed
HWMG
749
Hurlow Wealth Management Group
Indiana
-$224K -7,095 Closed
KWM
750
Kolinsky Wealth Management
New Jersey
-$209K -7,045 Closed

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.