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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
GWM
101
Geneos Wealth Management
Colorado
$6.74M +$435K +15,021 +7%
NRI
102
NFP Retirement Inc
California
$6.68M +$84.7K +2,926 +1%
AWM
103
Apollon Wealth Management
South Carolina
$6.49M +$2.04M +70,468 +43%
MWM
104
MorganRosel Wealth Management
Colorado
$6.46M +$1.59M +55,047 +31%
PS
105
Portfolio Solutions
Michigan
$6.39M -$246K -8,496 -4%
JWA
106
JFS Wealth Advisors
Pennsylvania
$6.38M +$154K +5,322 +2%
BSW
107
Buckingham Strategic Wealth
Missouri
$6.28M +$1.6M +55,181 +32%
HA
108
HC Advisors
Georgia
$6.1M +$698K +24,113 +12%
NCMW
109
Northern Capital Management (Washington)
Washington
$6.04M -$237K -8,176 -4%
Jones Financial Companies
110
Jones Financial Companies
Missouri
$5.95M -$247K -8,523 -4%
SFP
111
Strategic Financial Planning
Texas
$5.93M -$1.03M -35,647 -14%
SFG
112
SNS Financial Group
Minnesota
$5.89M +$765K +26,426 +14%
RIM
113
Rakuten Investment Management
Japan
$5.87M +$1.49M +51,400 +33%
MML Investors Services
114
MML Investors Services
Massachusetts
$5.78M +$154K +5,337 +3%
EWA
115
EP Wealth Advisors
California
$5.77M -$449K -15,497 -7%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$5.74M +$739K +25,535 +14%
VNA
117
Valley National Advisers
Pennsylvania
$5.54M +$644K +22,267 +13%
BCM
118
Boltwood Capital Management
California
$5.49M +$269K +9,278 +5%
BCMO
119
Buckingham Capital Management (Ohio)
Ohio
$5.49M +$274K +9,460 +5%
BA
120
Ballast Advisors
Minnesota
$5.48M +$119K +4,095 +2%
PP
121
PrairieView Partners
Minnesota
$5.34M +$492K +17,005 +10%
LIM
122
Leavell Investment Management
Alabama
$5.32M +$229K +7,908 +4%
CMP
123
Courage Miller Partners
Virginia
$5.27M +$54.6K +1,888 +1%
FCC
124
Flower City Capital
New York
$5.26M -$6.37M -220,135 -92%
GAM
125
Gemmer Asset Management
California
$5.25M +$418K +14,446 +8%

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.