We are live on ! Find out more
SCHE icon

Schwab Emerging Markets Equity ETF

395 hedge funds and large institutions have $2.13B invested in Schwab Emerging Markets Equity ETF in 2017 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 211 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 22

240% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 62

30% more funds holding in top 10

Funds holding in top 10: 3343 (+10)

22% more capital invested

Capital invested by funds: $1.75B → $2.13B (+$387M)

19% more funds holding

Funds holding: 333395 (+62)

4.49% more ownership

Funds ownership: 41.22%45.71% (+4.5%)

Holders
395
Holders Change
+62
Holders Change %
+18.62%
% of All Funds
8.96%
Holding in Top 10
43
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+30.3%
% of All Funds
0.98%
New
86
Increased
211
Reduced
62
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
151
Thompson Investment Management
Wisconsin
$1.37M +$54.2K +1,966 +4%
BC
152
Bartlett & Co
Ohio
$1.36M -$17.5K -634 -1%
AF
153
Advisornet Financial
Minnesota
$1.29M +$1.28M +46,297 New
SWM
154
SeaCrest Wealth Management
New York
$1.29M +$1.27M +46,076 New
PAG
155
Pinnacle Advisory Group
Maryland
$1.27M +$82.8K +3,004 +7%
AIM
156
Aspen Investment Management
Michigan
$1.27M +$383K +13,877 +44%
FWM
157
Frontier Wealth Management
Missouri
$1.26M -$32.4K -1,174 -3%
VNA
158
Valley National Advisers
Pennsylvania
$1.21M +$757K +27,449 +172%
BCP
159
Berkeley Capital Partners
Georgia
$1.21M +$1.2M +43,400 New
TA
160
Trellis Advisors
Washington
$1.21M +$1.19M +43,231 New
FTS
161
Fifth Third Securities
Ohio
$1.2M -$742K -26,901 -38%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$1.16M -$19.8K -717 -2%
CCA
163
Cobblestone Capital Advisors
New York
$1.12M +$13K +470 +1%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$1.12M -$6.15M -223,034 -85%
WA
165
WBH Advisory
Maryland
$1.08M +$201K +7,287 +23%
LNC
166
Lincoln National Corp
Pennsylvania
$1.08M +$712K +25,804 +202%
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$1.06M +$46.9K +1,701 +5%
BIA
168
Bigelow Investment Advisors
Maine
$1.05M +$1.03M +37,522 New
ACM
169
AlphaStar Capital Management
North Carolina
$1.04M +$174K +6,301 +25%
LFAS
170
Level Four Advisory Services
Texas
$1.04M +$481K +17,459 +89%
AOWM
171
Alpha Omega Wealth Management
Virginia
$1.03M +$55 +2 +0%
BCIM
172
Bishop & Co Investment Management
Pennsylvania
$1.03M +$2.23K +81 +0.2%
AIM
173
Anchor Investment Management
South Carolina
$1.02M +$374K +13,580 +59%
BBPWM
174
Blue Bell Private Wealth Management
Pennsylvania
$1.02M -$2.54K -92 -0.3%
NF
175
Nikulski Financial
Iowa
$1.01M +$998K +36,205 New

SCHE Hedge Fund Activity: Q4 2017 in Review

395 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2017, worth a combined $2.13B — up 22% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new SCHE positions and 22 closed out — a net gain of 64 holders — while 211 added to existing stakes and 62 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $65.8M. The largest seller was Flow Traders U.S., cutting an estimated $29.8M.

  • 395 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2017, up from 333 in Q3 2017.
  • Funds reported $2.13B of Schwab Emerging Markets Equity ETF stock for Q4 2017, up 22% quarter-over-quarter.
  • 86 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2017 and 22 closed out, a net change of +64 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $65.8M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q4 2017 was Flow Traders U.S., an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2017.