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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
TWM
126
Tradition Wealth Management
Minnesota
$5.24M +$118K +4,089 +2%
NGA
127
Naples Global Advisors
Florida
$5.24M +$387K +13,386 +8%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$5.18M +$991K +34,253 +22%
CWA
129
Cornerstone Wealth Advisors
Minnesota
$5.12M -$960K -33,162 -15%
ASI
130
Advisory Services & Investments
Oregon
$5.06M +$984 +34 +0%
FMP
131
Financial Management Professionals
Texas
$5.03M -$776K -26,815 -13%
NCM
132
Northwest Capital Management
Oregon
$4.96M -$160K -5,533 -3%
ULWM
133
Upper Left Wealth Management
Florida
$4.83M +$56.6K +1,955 +1%
SWA
134
Sightline Wealth Advisors
Connecticut
$4.8M -$194K -6,701 -4%
AT
135
American Trust
Kentucky
$4.75M +$4.95M +170,864 New
WAM
136
Wakefield Asset Management
Colorado
$4.44M +$823K +28,428 +22%
HCM
137
Hengehold Capital Management
Ohio
$4.44M +$4.14M +142,890 +849%
NFG
138
Nations Financial Group
Iowa
$4.42M +$524K +18,115 +13%
JGCM
139
Joseph Group Capital Management
Ohio
$4.4M +$256K +8,847 +6%
AWM
140
Avior Wealth Management
Nebraska
$4.39M +$240K +8,308 +6%
AIM
141
AMI Investment Management
Indiana
$4.33M +$279K +9,644 +7%
LPIC
142
LeJeune Puetz Investment Counsel
Michigan
$4.28M +$23.2K +802 +0.5%
CWA
143
Consilium Wealth Advisory
Texas
$4.15M -$39K -1,348 -0.9%
JBA
144
Johnson Bixby & Associates
Washington
$4.13M -$756K -26,123 -15%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$4.13M -$444K -15,326 -9%
LSAG
146
Lake Street Advisors Group
New Hampshire
$4.09M -$117K -4,050 -3%
CC
147
Callan Capital
California
$4.05M +$2.16M +74,742 +105%
BL
148
BCWM LLC
Kansas
$4.05M -$86.8K -3,000 -2%
CFMC
149
Curbstone Financial Management Corp
New Hampshire
$4.02M -$89.7K -3,100 -2%
WA
150
WBH Advisory
Maryland
$3.96M +$952K +32,888 +28%

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.