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Schwab Emerging Markets Equity ETF

712 hedge funds and large institutions have $6.42B invested in Schwab Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 287 increasing their positions, 256 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,261% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $71K

85% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 59

39% more funds holding in top 10

Funds holding in top 10: 3143 (+12)

24% more capital invested

Capital invested by funds: $5.2B → $6.42B (+$1.22B)

12% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 256

5% more funds holding

Funds holding: 676712 (+36)

2.06% more ownership

Funds ownership: 68.44%70.5% (+2.1%)

Holders
712
Holders Change
+36
Holders Change %
+5.33%
% of All Funds
11.45%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.69%
New
109
Increased
287
Reduced
256
Closed
59
Calls
$1.68M
Puts
$71K
Net Calls
+$1.6M
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
151
Nelson Capital Management
California
$3.62M -$2.04M -87,466 -36%
RJFSA
152
Raymond James Financial Services Advisors
Florida
$3.62M +$66.2K +2,842 +2%
WCA
153
Waypoint Capital Advisors
Minnesota
$3.6M -$7.05K -303 -0.2%
OPWM
154
Oakwell Private Wealth Management
Texas
$3.6M +$275K +11,823 +8%
WA
155
Waterford Advisors
New York
$3.59M +$3.53M +151,573 New
GAM
156
Gemmer Asset Management
California
$3.58M -$145K -6,238 -4%
BL
157
BCWM LLC
Kansas
$3.57M +$9.26K +398 +0.3%
TYCC
158
Texas Yale Capital Corp
Florida
$3.46M +$504K +21,651 +17%
SFP
159
Strategic Financial Planning
Texas
$3.45M -$1.58M -67,850 -32%
M
160
MYeCFO
California
$3.43M +$3.37M +144,961 New
QCG
161
Quadrant Capital Group
Ohio
$3.27M +$1.07M +46,026 +50%
NCMW
162
Northern Capital Management (Washington)
Washington
$3.26M -$647K -27,797 -17%
KCM
163
Kathmere Capital Management
Pennsylvania
$3.18M -$33.4K -1,437 -1%
BOPW
164
Brandywine Oak Private Wealth
Pennsylvania
$3.15M +$21.9K +942 +0.7%
JGCM
165
Joseph Group Capital Management
Ohio
$3.06M -$1.05M -45,046 -26%
NYLIM
166
New York Life Investment Management
New York
$3.06M +$922K +39,610 +44%
SDWMA
167
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.05M +$1.51M +64,908 +101%
DP
168
Denver PWM
Colorado
$2.99M -$82.6K -3,550 -3%
EWA
169
Etesian Wealth Advisors
Oregon
$2.97M +$2.92M +125,272 New
Ameriprise
170
Ameriprise
Minnesota
$2.94M +$112K +4,804 +4%
RGF
171
Retirement Guys Formula
Ohio
$2.87M +$2.82M +121,357 New
AIM
172
Anchor Investment Management
South Carolina
$2.83M -$110K -4,744 -4%
BPA
173
Beacon Pointe Advisors
California
$2.8M -$209K -8,978 -7%
OFG
174
Omega Financial Group
California
$2.79M -$245K -10,523 -8%
CW
175
CreativeOne Wealth
Kansas
$2.76M -$8.82K -379 -0.3%

SCHE Hedge Fund Activity: Q4 2022 in Review

712 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2022, worth a combined $6.42B — up 24% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SCHE positions and 59 closed out — a net gain of 50 holders — while 287 added to existing stakes and 256 trimmed.

The largest buyer was Creative Planning, adding an estimated $41.6M. The largest seller was HighTower Advisors, cutting an estimated $43.9M.

  • 712 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2022, up from 676 in Q3 2022.
  • Funds reported $6.42B of Schwab Emerging Markets Equity ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 109 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2022 and 59 closed out, a net change of +50 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q4 2022 was Creative Planning, an estimated $41.6M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q4 2022 was HighTower Advisors, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2022.