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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
CA
151
Callahan Advisors
Texas
$4M +$1.01M +33,149 +33%
PPW
152
Pasadena Private Wealth
California
$3.92M -$8.25K -270 -0.2%
DP
153
Denver PWM
Colorado
$3.91M +$160K +5,224 +4%
WAM
154
Wakefield Asset Management
Colorado
$3.9M +$62.4K +2,043 +2%
MCM
155
MAI Capital Management
Ohio
$3.85M +$1.08M +35,383 +37%
OFG
156
Omega Financial Group
California
$3.79M -$54.6K -1,788 -1%
Stifel Financial
157
Stifel Financial
Missouri
$3.77M +$106K +3,471 +3%
FSWA
158
Financial Synergies Wealth Advisors
Texas
$3.64M +$107K +3,490 +3%
MAM
159
Marquette Asset Management
Minnesota
$3.57M -$42.9K -1,405 -1%
WA
160
WBH Advisory
Maryland
$3.5M +$410K +13,427 +13%
OFP
161
OLIO Financial Planning
Virginia
$3.49M +$3.6M +117,838 New
MSFS
162
Main Street Financial Solutions
Pennsylvania
$3.46M +$222K +7,280 +7%
Ameriprise
163
Ameriprise
Minnesota
$3.44M -$1.81M -59,345 -34%
CW
164
CreativeOne Wealth
Kansas
$3.37M -$196K -6,419 -5%
TYCC
165
Texas Yale Capital Corp
Florida
$3.25M +$118K +3,851 +4%
BPWM
166
Badgley Phelps Wealth Managers
Washington
$3.16M +$3.26M +106,687 New
AMG
167
Asset Management Group
Connecticut
$3.16M +$6.57K +215 +0.2%
CCWA
168
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.15M +$1.57M +51,412 +94%
ATWA
169
Arbor Trust Wealth Advisors
Michigan
$3.12M +$65.1K +2,130 +2%
GFPC
170
Global Financial Private Client
Florida
$3.08M +$50.7K +1,660 +2%
OFG
171
Orcam Financial Group
California
$3.03M +$3.12M +102,185 New
RC
172
Roundview Capital
New Jersey
$2.98M +$51.1K +1,671 +2%
CFO
173
CVA Family Office
Colorado
$2.97M +$1.11M +36,181 +56%
GVAG
174
Great Valley Advisor Group
Delaware
$2.91M -$121K -3,958 -4%
BP
175
BCK Partners
New York
$2.9M +$20.6K +675 +0.7%

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.