We are live on ! Find out more
SCHE icon

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
MWM
101
MorganRosel Wealth Management
Colorado
$5.87M -$40K -1,532 -0.7%
JCM
102
Jacobsen Capital Management
Utah
$5.82M -$8.01M -306,633 -57%
SFG
103
SNS Financial Group
Minnesota
$5.78M +$417K +15,948 +8%
LIM
104
Leavell Investment Management
Alabama
$5.7M +$861K +32,933 +17%
HA
105
HC Advisors
Georgia
$5.64M +$63.1K +2,415 +1%
JWA
106
JFS Wealth Advisors
Pennsylvania
$5.6M -$234K -8,949 -4%
PS
107
Portfolio Solutions
Michigan
$5.6M -$242K -9,264 -4%
FAG
108
Financial Advisory Group
Texas
$5.57M +$3.98M +152,462 +227%
SFP
109
Strategic Financial Planning
Texas
$5.53M +$112K +4,276 +2%
HFS
110
Hantz Financial Services
Michigan
$5.51M +$3.45M +131,922 +155%
KBFS
111
Kohmann Bosshard Financial Services
Ohio
$5.5M -$8.5M -325,464 -60%
PA
112
Parallel Advisors
California
$5.48M -$648K -24,793 -10%
VNA
113
Valley National Advisers
Pennsylvania
$5.43M +$382K +14,624 +7%
BCMO
114
Buckingham Capital Management (Ohio)
Ohio
$5.41M +$403K +15,406 +8%
GAM
115
Gemmer Asset Management
California
$5.25M +$461K +17,645 +9%
MML Investors Services
116
MML Investors Services
Massachusetts
$5.17M -$106K -4,045 -2%
BA
117
Ballast Advisors
Minnesota
$5.15M +$144K +5,522 +3%
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$5.12M -$132K -5,053 -2%
NGA
119
Naples Global Advisors
Florida
$5.1M +$324K +12,413 +7%
BCM
120
Boltwood Capital Management
California
$4.93M -$91.8K -3,513 -2%
MAC
121
Mason & Associates (California)
California
$4.92M +$5.07M +194,058 New
CMP
122
Courage Miller Partners
Virginia
$4.85M +$35.4K +1,353 +0.7%
OAM
123
Oak Asset Management
California
$4.85M +$5M +191,218 New
CWA
124
Cornerstone Wealth Advisors
Minnesota
$4.84M +$171K +6,535 +4%
EWA
125
EP Wealth Advisors
California
$4.84M -$444K -17,000 -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.