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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
GW
726
GW & Wade
Massachusetts
-$677K -30,203 Closed
JAG
727
Journey Advisory Group
Kentucky
-$664K -29,657 Closed
AAS
728
Annex Advisory Services
Wisconsin
-$476K -21,262 Closed
ACG
729
Allen Capital Group
Nebraska
-$467K -20,853 Closed
SFO
730
Stokes Family Office
Louisiana
-$456K -20,342 Closed
OBWP
731
O'Brien Wealth Partners
Massachusetts
-$407K -18,189 Closed
FLA
732
Financial Life Advisors
Texas
-$404K -18,042 Closed
FCA
733
FLC Capital Advisors
California
-$365K -16,310 Closed
CFO
734
Collective Family Office
Pennsylvania
-$342K -15,265 Closed
EA
735
Emerald Advisors
Washington
-$316K -14,098 Closed
ACA
736
Aspire Capital Advisors
Washington
-$306K -13,639 Closed
SAM
737
Summit Asset Management
Tennessee
-$287K -12,833 Closed
BIA
738
Bigelow Investment Advisors
Maine
-$287K -12,812 Closed
FAIM
739
Financial Advocates Investment Management
Washington
-$254K -11,361 Closed
CAG
740
Crestwood Advisors Group
Massachusetts
-$243K -10,856 Closed
FG
741
Fiduciary Group
Georgia
-$254K -10,856 Closed
REMPR
742
Roof Eidam Maycock Peralta (REMP)
California
-$241K -10,765 Closed
TC
743
Tenret Company
Florida
-$237K -10,599 Closed
BEW
744
Burton Enright Welch
California
-$237K -10,578 Closed
EH
745
Equitable Holdings
New York
-$228K -10,183 Closed
HW
746
Hamilton Wealth
California
-$224K -10,000 Closed
PAG
747
Powers Advisory Group
Illinois
-$218K -9,720 Closed
EWA
748
Exencial Wealth Advisors
Oklahoma
-$215K -9,620 Closed
EFS
749
Econ Financial Services
Pennsylvania
-$211K -9,417 Closed
SWM
750
Stockman Wealth Management
Montana
-$203K -9,050 Closed

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.