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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
Osaic Holdings
76
Osaic Holdings
Arizona
$7.95M -$566K -21,654 -6%
GFP
77
Guardian Financial Partners
California
$7.91M +$107K +4,086 +1%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$7.85M +$325K +12,443 +4%
CWM
79
Curi Wealth Management
North Carolina
$7.84M +$1.37M +52,416 +20%
SWM
80
SigFig Wealth Management
California
$7.7M -$802K -30,690 -10%
HW
81
Hancock Whitney
Mississippi
$7.46M +$621K +23,749 +9%
BlackRock
82
BlackRock
New York
$7.45M -$1.56M -59,571 -17%
EWM
83
Empirical Wealth Management
Washington
$7.39M +$278K +10,641 +4%
SFA
84
Sequoia Financial Advisors
Ohio
$7.19M -$550K -21,034 -7%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$7.02M -$1.14M -43,777 -14%
KCPG
86
Kavar Capital Partners Group
Kansas
$7M +$263K +10,070 +4%
AWM
87
Apollon Wealth Management
South Carolina
$6.87M +$971K +37,159 +16%
RWA
88
Rainsberger Wealth Advisors
Colorado
$6.84M +$336K +12,858 +5%
HSA
89
HBK Sorce Advisory
Pennsylvania
$6.76M -$521K -19,950 -7%
NRI
90
NFP Retirement Inc
California
$6.54M +$442K +16,910 +7%
PIMG
91
Patriot Investment Management Group
Tennessee
$6.53M -$329K -12,592 -5%
RIM
92
Rakuten Investment Management
Japan
$6.44M +$1.16M +44,300 +21%
SWA
93
Sutton Wealth Advisors
Florida
$6.35M +$92.3K +3,534 +1%
NCM
94
Nelson Capital Management
California
$6.31M +$6.3M +241,279 +3,301%
GWM
95
Geneos Wealth Management
Colorado
$6.3M +$177K +6,774 +3%
JMPWA
96
JP Morgan Private Wealth Advisors
California
$6.29M -$21.3K -814 -0.3%
SFA
97
Seneca Financial Advisors
New York
$6.28M -$1.29M -49,255 -17%
SC
98
Savant Capital
Illinois
$5.92M -$1.61M -61,616 -21%
RIM
99
Rockbridge Investment Management
New York
$5.88M -$2.52M -96,627 -29%
Jones Financial Companies
100
Jones Financial Companies
Missouri
$5.87M +$445K +17,030 +8%

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.