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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
Bank of America
76
Bank of America
North Carolina
$8.68M -$14.8M -512,725 -62%
AFG
77
Arkansas Financial Group
Arkansas
$8.54M +$3.52M +121,693 +65%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$8.48M +$867K +29,967 +11%
SA
79
SAM Advisors
California
$8.47M +$327K +11,292 +4%
SFA
80
Sequoia Financial Advisors
Ohio
$8.45M +$169K +5,840 +2%
CAM
81
Cresset Asset Management
Illinois
$8.36M +$2.24M +77,294 +35%
SWM
82
SigFig Wealth Management
California
$8.33M +$382K +13,181 +5%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$8.25M -$1.27M -43,994 -13%
SFA
84
Seneca Financial Advisors
New York
$8.24M +$1.17M +40,467 +16%
SC
85
Savant Capital
Illinois
$8.18M -$753K -26,015 -8%
BAMG
86
Brand Asset Management Group
Missouri
$8.14M -$224K -7,754 -3%
GFP
87
Guardian Financial Partners
California
$8.07M +$595K +20,542 +7%
SWRP
88
Summit Wealth & Retirement Planning
California
$8.06M +$335K +11,573 +4%
HSA
89
HBK Sorce Advisory
Pennsylvania
$7.95M +$1.11M +38,307 +15%
EWM
90
Empirical Wealth Management
Washington
$7.79M +$1.17M +40,402 +17%
HW
91
Hancock Whitney
Mississippi
$7.51M +$107K +3,691 +1%
PIMG
92
Patriot Investment Management Group
Tennessee
$7.5M +$210K +7,245 +3%
Osaic Holdings
93
Osaic Holdings
Arizona
$7.5M -$5.04M -174,027 -34%
KCPG
94
Kavar Capital Partners Group
Kansas
$7.38M +$260K +8,976 +3%
RWA
95
Rainsberger Wealth Advisors
Colorado
$7.12M +$548K +18,920 +8%
CWM
96
Curi Wealth Management
North Carolina
$7.12M +$1.52M +52,424 +26%
JMPWA
97
JP Morgan Private Wealth Advisors
California
$6.9M -$1.95M -67,231 -21%
SWA
98
Sutton Wealth Advisors
Florida
$6.85M +$283K +9,788 +4%
BWM
99
Boyd Wealth Management
California
$6.83M +$825K +28,515 +13%
PA
100
Parallel Advisors
California
$6.8M +$857K +29,600 +14%

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.