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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
SA
76
SAM Advisors
California
$8.9M +$2.7M +88,529 +42%
SFA
77
Sequoia Financial Advisors
Ohio
$8.84M +$5.78M +189,069 +173%
GFP
78
Guardian Financial Partners
California
$8.51M +$8.77M +287,168 New
SWRP
79
Summit Wealth & Retirement Planning
California
$8.25M +$958K +31,348 +13%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$8.16M +$1.07M +34,902 +15%
SWM
81
SigFig Wealth Management
California
$8M +$826K +27,021 +10%
HW
82
Hancock Whitney
Mississippi
$7.9M +$217K +7,115 +3%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$7.88M +$715K +23,394 +10%
PIMG
84
Patriot Investment Management Group
Tennessee
$7.78M +$260K +8,516 +3%
SDWMA
85
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.66M +$4.46M +145,916 +130%
KCPG
86
Kavar Capital Partners Group
Kansas
$7.61M -$192K -6,271 -2%
SFA
87
Seneca Financial Advisors
New York
$7.59M +$774K +25,321 +11%
SFP
88
Strategic Financial Planning
Texas
$7.38M +$830K +27,163 +12%
HSA
89
HBK Sorce Advisory
Pennsylvania
$7.34M +$3.51M +114,783 +86%
EWM
90
Empirical Wealth Management
Washington
$7.11M -$235K -7,679 -3%
FCC
91
Flower City Capital
New York
$7.08M +$7.3M +239,068 New
PS
92
Portfolio Solutions
Michigan
$7.06M +$15.2K +497 +0.2%
NRI
93
NFP Retirement Inc
California
$7.04M +$516K +16,904 +8%
RWA
94
Rainsberger Wealth Advisors
Colorado
$7.04M +$7.26M +237,581 New
SWA
95
Sutton Wealth Advisors
Florida
$7.02M +$50K +1,638 +0.7%
GWM
96
Geneos Wealth Management
Colorado
$6.74M +$78.3K +2,562 +1%
NCMW
97
Northern Capital Management (Washington)
Washington
$6.69M +$65.4K +2,142 +1%
JWA
98
JFS Wealth Advisors
Pennsylvania
$6.65M +$78.2K +2,560 +1%
CAM
99
Cresset Asset Management
Illinois
$6.63M +$69.7K +2,282 +1%
EWA
100
EP Wealth Advisors
California
$6.61M -$68.9K -2,256 -1%

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.