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Schwab Emerging Markets Equity ETF

718 hedge funds and large institutions have $6.02B invested in Schwab Emerging Markets Equity ETF in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 276 increasing their positions, 284 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

1.68% more ownership

Funds ownership: 68.73%70.41% (+1.7%)

0% more funds holding

Funds holding: 717718 (+1)

3% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 284

4% less capital invested

Capital invested by funds: $6.26B → $6.02B (-$245M)

5% less funds holding in top 10

Funds holding in top 10: 4240 (-2)

Holders
718
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
12.1%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.67%
New
68
Increased
276
Reduced
284
Closed
57
Calls
$2.57M
Puts
Net Calls
+$2.57M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
751
Parsec Financial Management
North Carolina
-$200K -7,209 Closed
BFC
752
Bedel Financial Consulting
Indiana
-$149K -5,380 Closed
AIM
753
Acropolis Investment Management
Missouri
-$102K -3,688 Closed
SFC
754
SYM Financial Corp
Indiana
-$41K -1,477 Closed
SCA
755
Sandy Cove Advisors
Massachusetts
-$36K -1,300 Closed
PCG
756
Private Capital Group
Connecticut
-$25K -895 Closed
FPS
757
Fieldpoint Private Securities
Connecticut
-$19K -670 Closed
KA
758
Kozak & Associates
Colorado
-$17K -647 Closed
SLWA
759
San Luis Wealth Advisors
California
-$18K -617 Closed
SSB
760
Sandy Spring Bank
Maryland
-$9K -336 Closed
HWA
761
Heritage Wealth Advisors
Virginia
-$8K -271 Closed
Simplex Trading
762
Simplex Trading
Illinois
-$5K -200 Closed
SC
763
SouthState Corp
Florida
-$5K -184 Closed
HA
764
Herold Advisors
New York
-$4.78K -172 Closed
BWFA
765
Baltimore-Washington Financial Advisors
Maryland
-$2.02M -156 Closed
PCA
766
Providence Capital Advisors
North Carolina
-$2K -86 Closed
GI
767
Gradient Investments
Minnesota
-$2K -75 Closed
GTAM
768
Global Trust Asset Management
Florida
-$2K -63 Closed
AA
769
Addison Advisors
Vermont
-$1K -52 Closed
BNP Paribas Financial Markets
770
BNP Paribas Financial Markets
France
-$500 -18 Closed
HCP
771
Hexagon Capital Partners
Arkansas
+$470 +18 New
M&T Bank
772
M&T Bank
New York
+$306K +11,703 New

SCHE Hedge Fund Activity: Q2 2022 in Review

718 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2022, worth a combined $6.02B — down 3.9% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SCHE positions and 57 closed out — a net gain of 11 holders — while 276 added to existing stakes and 284 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $255M. The largest seller was Citadel Advisors, exiting entirely with an estimated $51.7M sold.

  • 718 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2022, up from 717 in Q1 2022.
  • Funds reported $6.02B of Schwab Emerging Markets Equity ETF stock for Q2 2022, down 3.9% quarter-over-quarter.
  • 68 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2022 and 57 closed out, a net change of +11 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2022 was Charles Schwab Investment Advisory, an estimated $255M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2022 was Citadel Advisors, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2022.