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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
AIM
151
Anchor Investment Management
South Carolina
$3.83M -$98.1K -3,390 -2%
DP
152
Denver PWM
Colorado
$3.75M +$33.3K +1,152 +0.9%
OFG
153
Omega Financial Group
California
$3.75M +$200K +6,924 +5%
AWM
154
Aries Wealth Management
Maine
$3.75M +$3.91M +134,993 New
MSFS
155
Main Street Financial Solutions
Pennsylvania
$3.7M +$476K +16,455 +14%
MCM
156
MAI Capital Management
Ohio
$3.67M +$56.3K +1,946 +1%
SDWMA
157
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.61M -$3.72M -128,405 -50%
Commonwealth Equity Services
158
Commonwealth Equity Services
Massachusetts
$3.55M +$937K +32,381 +34%
LF
159
Lee Financial
Texas
$3.54M -$556K -19,221 -13%
GWM
160
GSB Wealth Management
Connecticut
$3.54M -$1.51M -52,332 -29%
FCM
161
Firestone Capital Management
Florida
$3.47M -$937K -32,358 -21%
Ameriprise
162
Ameriprise
Minnesota
$3.43M +$207K +7,147 +6%
CFO
163
CVA Family Office
Colorado
$3.37M +$603K +20,847 +21%
WPA
164
West Paces Advisors
Georgia
$3.36M -$589K -20,355 -14%
BAM
165
Berkshire Asset Management
Pennsylvania
$3.34M +$1.14M +39,449 +49%
Stifel Financial
166
Stifel Financial
Missouri
$3.33M -$221K -7,647 -6%
CA
167
Callahan Advisors
Texas
$3.3M -$469K -16,207 -12%
MAM
168
Marquette Asset Management
Minnesota
$3.25M -$96.1K -3,321 -3%
CW
169
CreativeOne Wealth
Kansas
$3.22M +$67K +2,314 +2%
OFP
170
OLIO Financial Planning
Virginia
$3.18M -$92.2K -3,186 -3%
GFPC
171
Global Financial Private Client
Florida
$3M +$52.5K +1,814 +2%
ATWA
172
Arbor Trust Wealth Advisors
Michigan
$2.96M +$39.4K +1,360 +1%
AMG
173
Asset Management Group
Connecticut
$2.96M +$1.25K +43 +0%
TYCC
174
Texas Yale Capital Corp
Florida
$2.95M -$107K -3,702 -3%
Betterment LLC
175
Betterment LLC
New York
$2.93M +$1.05M +36,114 +52%

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.