Schwab Emerging Markets Equity ETF
SCHE
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.
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: 676 → 734 (+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: 43 → 43 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$216M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$110M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$30.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.3M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Mather Group
Chicago,
Illinois
|
-$82M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$39.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$24M |
| 4 |
Jane Street
New York
|
-$15.9M |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$9.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JCM
776
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$4K | -127 | Closed |
|
777
AssetMark Inc
Concord,
California
| – | -$3K | -86 | Closed |
|
|
DWMG
778
DB Wealth Management Group
San Diego,
California
| – | -$2K | -67 | Closed |
|
|
GKWIM
779
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$1K | -65 | Closed |
|
|
HCP
780
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$2K | -52 | Closed |
|
|
PCFFS
781
Pacific Center for Financial Services
San Ramon,
California
| – | -$1K | -30 | Closed |
|
|
NFSG
782
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$1K | -28 | Closed |
|
|
EWM
783
Elmwood Wealth Management
Berkeley,
California
| – | +$367 | +12 | New |
|
|
CFCI
784
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| – | +$917 | +30 | New |
|
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.