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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
BPA
151
Beacon Pointe Advisors
California
$3.63M -$6.66M -254,845 -64%
GVAG
152
Great Valley Advisor Group
Delaware
$3.62M +$1.01M +38,662 +37%
JBA
153
Johnson Bixby & Associates
Washington
$3.56M -$224K -8,572 -6%
AIM
154
Anchor Investment Management
South Carolina
$3.43M -$70.1K -2,681 -2%
OFG
155
Omega Financial Group
California
$3.39M -$35.3K -1,350 -1%
DP
156
Denver PWM
Colorado
$3.38M +$45.1K +1,727 +1%
MSFS
157
Main Street Financial Solutions
Pennsylvania
$3.35M -$36.8K -1,410 -1%
BAM
158
Berkshire Asset Management
Pennsylvania
$3.28M +$238K +9,106 +8%
MCM
159
MAI Capital Management
Ohio
$3.21M -$139K -5,314 -4%
MAM
160
Marquette Asset Management
Minnesota
$3.12M +$154K +5,880 +5%
AWS
161
AJ Wealth Strategies
New York
$3.07M +$1.77M +67,776 +127%
DWM
162
Destination Wealth Management
California
$3.07M +$2.07M +79,158 +190%
OFP
163
OLIO Financial Planning
Virginia
$3.07M +$162K +6,201 +5%
CC
164
Callan Capital
California
$3.04M -$684K -26,163 -18%
BCIM
165
Bishop & Co Investment Management
Pennsylvania
$3M +$758K +29,006 +32%
Commonwealth Equity Services
166
Commonwealth Equity Services
Massachusetts
$3M -$252K -9,628 -8%
BWM
167
Boyd Wealth Management
California
$2.98M -$3.35M -128,194 -52%
TYCC
168
Texas Yale Capital Corp
Florida
$2.95M +$265K +10,150 +10%
CW
169
CreativeOne Wealth
Kansas
$2.93M -$13.2K -504 -0.4%
Stifel Financial
170
Stifel Financial
Missouri
$2.83M -$212K -8,104 -7%
CFMC
171
Curbstone Financial Management Corp
New Hampshire
$2.81M -$891K -34,100 -24%
Ameriprise
172
Ameriprise
Minnesota
$2.81M -$341K -13,051 -11%
CFO
173
CVA Family Office
Colorado
$2.76M -$321K -12,270 -10%
BP
174
BCK Partners
New York
$2.76M +$172K +6,584 +6%
MA
175
Mutual Advisors
Nebraska
$2.75M +$414K +15,863 +17%

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.