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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
Jones Financial Companies
101
Jones Financial Companies
Missouri
$6.6M +$1.52M +49,817 +29%
CWA
102
Cornerstone Wealth Advisors
Minnesota
$6.44M -$196K -6,414 -3%
BWM
103
Boyd Wealth Management
California
$6.44M +$6.64M +217,294 New
PA
104
Parallel Advisors
California
$6.25M -$3.58M -117,224 -36%
FMP
105
Financial Management Professionals
Texas
$6.16M +$6.35M +207,959 +147,489%
CWM
106
Curi Wealth Management
North Carolina
$6.04M +$15.9K +520 +0.3%
MML Investors Services
107
MML Investors Services
Massachusetts
$6M +$343K +11,215 +6%
BCA
108
Biltmore Capital Advisors
New Jersey
$5.91M -$635K -20,794 -9%
IFS
109
Ifrah Financial Services
Arkansas
$5.89M +$129K +4,219 +2%
HA
110
HC Advisors
Georgia
$5.8M -$97.7K -3,199 -2%
BA
111
Ballast Advisors
Minnesota
$5.72M +$304K +9,943 +5%
BCM
112
Boltwood Capital Management
California
$5.58M +$572K +18,715 +11%
BCMO
113
Buckingham Capital Management (Ohio)
Ohio
$5.58M +$44.2K +1,446 +0.8%
CMP
114
Courage Miller Partners
Virginia
$5.57M +$53.6K +1,753 +0.9%
AFG
115
Arkansas Financial Group
Arkansas
$5.5M +$1.26M +41,270 +29%
NCM
116
Northwest Capital Management
Oregon
$5.5M -$978K -32,005 -15%
SFG
117
SNS Financial Group
Minnesota
$5.5M -$102K -3,344 -2%
TWM
118
Tradition Wealth Management
Minnesota
$5.46M +$769K +25,167 +16%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$5.46M +$1.62M +53,158 +41%
LIM
120
Leavell Investment Management
Alabama
$5.44M +$55.4K +1,814 +1%
ASI
121
Advisory Services & Investments
Oregon
$5.4M -$18.4K -602 -0.3%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$5.36M +$826K +27,048 +18%
GWM
123
GSB Wealth Management
Connecticut
$5.32M +$399K +13,057 +8%
MWM
124
MorganRosel Wealth Management
Colorado
$5.26M +$476K +15,589 +10%
VNA
125
Valley National Advisers
Pennsylvania
$5.24M -$567K -18,546 -9%

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.