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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
VAS
751
Vestmark Advisory Solutions
Massachusetts
-$204K -6,877 Closed
FTS
752
Fifth Third Securities
Ohio
-$204K -6,874 Closed
CFIA
753
Cantor Fitzgerald Investment Advisors
New York
-$200K -6,759 Closed
CP
754
Camelot Portfolios
Ohio
-$200K -6,755 Closed
CF
755
Centaurus Financial
California
-$134K -4,511 Closed
BC
756
Barnett & Company
Tennessee
-$131K -4,406 Closed
SCA
757
Snowden Capital Advisors
New York
-$106K -3,586 Closed
FF
758
FourThought Financial
Florida
-$98K -3,311 Closed
RI
759
Rinkey Investments
California
-$94K -3,105 Closed
AWA
760
Aquire Wealth Advisors
Utah
-$72K -2,422 Closed
CSWM
761
Cassady Schiller Wealth Management
Ohio
-$35K -1,173 Closed
CPFP
762
Clear Perspectives Financial Planning
Ohio
-$31K -1,050 Closed
CA
763
CoreCap Advisors
Michigan
-$31K -1,039 Closed
JFGIW
764
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$29K -975 Closed
KIG
765
Kessler Investment Group
Indiana
-$27K -895 Closed
RA
766
Resolute Advisors
California
-$24K -798 Closed
LWA
767
Lenox Wealth Advisors
New York
-$20K -663 Closed
AIM
768
AHL Investment Management
Florida
-$19K -650 Closed
FMII
769
Farmers & Merchants Investments Inc
Nebraska
-$17K -590 Closed
PMFA
770
Plante Moran Financial Advisors
Michigan
-$17K -560 Closed
KPCM
771
Kings Point Capital Management
New York
-$15K -508 Closed
ACM
772
Antonetti Capital Management
Florida
-$15K -500 Closed
SMA
773
Sage Mountain Advisors
Georgia
-$12K -400 Closed
MFT
774
Moisand Fitzgerald Tamayo
Florida
-$6K -209 Closed
GWANC
775
Guardian Wealth Advisors (North Carolina)
North Carolina
-$6K -204 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.