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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
VCM
751
Virtue Capital Management
Tennessee
-$237K -7,768 Closed
SAM
752
Sawgrass Asset Management
Florida
-$231K -7,579 Closed
BFPW
753
BOK Financial Private Wealth
Colorado
-$231K -7,564 Closed
PWM
754
Praetorian Wealth Management
California
-$230K -7,552 Closed
OPA
755
Old Port Advisors
Maine
-$227K -7,509 Closed
SWP
756
Stratos Wealth Partners
Ohio
-$223K -7,320 Closed
MIP
757
Marietta Investment Partners
Wisconsin
-$209K -6,860 Closed
ZF
758
Zhang Financial
Michigan
-$206K -6,759 Closed
SBH
759
Segall Bryant & Hamill
Illinois
-$203K -6,645 Closed
RE
760
RBC Europe
United Kingdom
-$186K -6,101 Closed
BBHC
761
Brown Brothers Harriman & Co
New York
-$152 -5,000 Closed
CPWM
762
Cypress Point Wealth Management
Texas
-$110K -3,625 Closed
KIG
763
Kowal Investment Group
Wisconsin
-$96K -3,158 Closed
OAJ
764
Ogorek Anthony Joseph
New York
-$46K -1,540 Closed
AWA
765
Arkadios Wealth Advisors
Georgia
-$44K -1,455 Closed
JFA
766
JNBA Financial Advisors
Minnesota
-$29K -956 Closed
GPA
767
Guidance Point Advisors
Massachusetts
-$27K -905 Closed
DOA
768
D'Orazio & Associates
Virginia
-$26K -852 Closed
TRCT
769
Tower Research Capital (TRC)
New York
-$21K -700 Closed
IF
770
Ironwood Financial
Arizona
-$15K -501 Closed
Simplex Trading
771
Simplex Trading
Illinois
-$16K -500 Closed
MCM
772
MV Capital Management
Maryland
-$9K -300 Closed
LWM
773
Liberty Wealth Management
California
-$7K -219 Closed
Qube Research & Technologies (QRT)
774
Qube Research & Technologies (QRT)
United Kingdom
-$6K -197 Closed
PGAM
775
Princeton Global Asset Management
New Jersey
-$5K -179 Closed

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.