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Schwab Emerging Markets Equity ETF

712 hedge funds and large institutions have $6.42B invested in Schwab Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 287 increasing their positions, 256 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,261% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $71K

85% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 59

39% more funds holding in top 10

Funds holding in top 10: 3143 (+12)

24% more capital invested

Capital invested by funds: $5.2B → $6.42B (+$1.22B)

12% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 256

5% more funds holding

Funds holding: 676712 (+36)

2.06% more ownership

Funds ownership: 68.44%70.5% (+2.1%)

Holders
712
Holders Change
+36
Holders Change %
+5.33%
% of All Funds
11.45%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.69%
New
109
Increased
287
Reduced
256
Closed
59
Calls
$1.68M
Puts
$71K
Net Calls
+$1.6M
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
76
Arkansas Financial Group
Arkansas
$7.86M -$1.96M -84,174 -20%
VNA
77
Valley National Advisers
Pennsylvania
$7.75M +$2.85M +122,323 +67%
SFA
78
Seneca Financial Advisors
New York
$7.74M +$3.26M +140,079 +75%
SG
79
Strid Group
Pennsylvania
$7.7M +$7.57M +325,388 New
BAMG
80
Brand Asset Management Group
Missouri
$7.54M +$1.29M +55,315 +21%
DWM
81
Destination Wealth Management
California
$7.48M +$5.69M +244,566 +342%
FWM
82
FFT Wealth Management
Pennsylvania
$7.31M +$192K +8,244 +3%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$7.28M +$96.9K +4,163 +1%
SWM
84
SigFig Wealth Management
California
$7.1M -$104K -4,464 -2%
WPA
85
West Paces Advisors
Georgia
$7.08M +$5.54M +237,910 +388%
BSB
86
Bangor Savings Bank
Maine
$7.06M -$2.2M -94,379 -24%
EWM
87
Empirical Wealth Management
Washington
$6.88M -$353K -15,162 -5%
JCM
88
Jacobsen Capital Management
Utah
$6.69M +$1.26M +54,226 +24%
SWA
89
Sutton Wealth Advisors
Florida
$6.68M +$644K +27,687 +11%
MWM
90
MorganRosel Wealth Management
Colorado
$6.6M -$543K -23,316 -8%
BlackRock
91
BlackRock
New York
$6.42M -$221K -9,486 -3%
MML Investors Services
92
MML Investors Services
Massachusetts
$6.38M +$2.05M +87,886 +48%
PCIA
93
Prime Capital Investment Advisors
Kansas
$6.36M +$1.01M +43,258 +19%
PIMG
94
Patriot Investment Management Group
Tennessee
$6.3M -$122K -5,242 -2%
RWA
95
Rainsberger Wealth Advisors
Colorado
$6.23M -$427K -18,355 -7%
GWM
96
Geneos Wealth Management
Colorado
$6.23M +$360K +15,446 +6%
ACA
97
Ackerman Capital Advisors
Texas
$6.18M +$6.07M +260,901 New
SFA
98
Sequoia Financial Advisors
Ohio
$6.12M -$190K -8,144 -3%
SFG
99
SNS Financial Group
Minnesota
$6.06M +$658K +28,256 +12%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$6.06M -$1.26M -53,944 -17%

SCHE Hedge Fund Activity: Q4 2022 in Review

712 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2022, worth a combined $6.42B — up 24% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SCHE positions and 59 closed out — a net gain of 50 holders — while 287 added to existing stakes and 256 trimmed.

The largest buyer was Creative Planning, adding an estimated $41.6M. The largest seller was HighTower Advisors, cutting an estimated $43.9M.

  • 712 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2022, up from 676 in Q3 2022.
  • Funds reported $6.42B of Schwab Emerging Markets Equity ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 109 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2022 and 59 closed out, a net change of +50 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q4 2022 was Creative Planning, an estimated $41.6M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q4 2022 was HighTower Advisors, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2022.