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Schwab Emerging Markets Equity ETF

694 hedge funds and large institutions have $6.38B invested in Schwab Emerging Markets Equity ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 347 increasing their positions, 195 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 32

78% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 195

14% more funds holding in top 10

Funds holding in top 10: 4349 (+6)

7% more capital invested

Capital invested by funds: $5.95B → $6.38B (+$433M)

4% more funds holding

Funds holding: 667694 (+27)

0.51% less ownership

Funds ownership: 65.51%65% (-0.51%)

42% less call options, than puts

Call options by funds: $243K | Put options by funds: $419K

Holders
694
Holders Change
+27
Holders Change %
+4.05%
% of All Funds
12.08%
Holding in Top 10
49
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.95%
% of All Funds
0.85%
New
65
Increased
347
Reduced
195
Closed
32
Calls
$243K
Puts
$419K
Net Calls
-$176K
Net Calls Change
+$381K
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
176
Main Street Financial Solutions
Pennsylvania
$3.08M +$355K +10,949 +13%
WA
177
WBH Advisory
Maryland
$3M +$256K +7,906 +9%
BWL
178
Bogart Wealth LLC
Virginia
$2.97M +$714K +22,015 +32%
OIA
179
OneDigital Investment Advisors
Kansas
$2.96M +$158K +4,875 +6%
RBC
180
Roble Belko & Company
Pennsylvania
$2.85M -$137K -4,214 -5%
MWM
181
Mission Wealth Management
California
$2.8M -$153K -4,709 -5%
RIM
182
Regent Investment Management
Kentucky
$2.77M +$102K +3,135 +4%
Betterment LLC
183
Betterment LLC
New York
$2.75M -$96.7K -2,980 -3%
RRC
184
Relaxing Retirement Coach
Massachusetts
$2.74M -$52.9K -1,630 -2%
OMC
185
Old Mission Capital
Illinois
$2.72M +$2.68M +82,610 New
HI
186
Hudock Inc
Pennsylvania
$2.71M +$31.1K +958 +1%
B
187
Bailard
California
$2.7M +$5.42K +167 +0.2%
JCIA
188
Jackson Creek Investment Advisors
Colorado
$2.67M +$20.7K +639 +0.8%
RIM
189
Rakuten Investment Management
Japan
$2.65M +$282K +8,700 +12%
FHB
190
First Hawaiian Bank
Hawaii
$2.65M +$384K +11,833 +17%
FA
191
Fagan Associates
New York
$2.6M +$92.4K +2,849 +4%
NIC
192
Northwest Investment Counselors
Oregon
$2.58M +$194K +5,979 +8%
RPG
193
Resource Planning Group
Georgia
$2.53M -$62.1K -1,915 -2%
HB
194
Homrich & Berg
Georgia
$2.52M -$118K -3,627 -5%
MFGP
195
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.52M -$193K -5,953 -7%
RWM
196
Reston Wealth Management
Virginia
$2.48M +$1.03M +31,888 +73%
HA
197
Harborview Advisors
Maine
$2.42M -$373K -11,485 -14%
CA
198
Callahan Advisors
Texas
$2.41M +$887K +27,353 +59%
FFN
199
Focus Financial Network
Minnesota
$2.4M -$318K -9,789 -12%
EK
200
Evensky & Katz
Florida
$2.34M -$33K -1,016 -1%

SCHE Hedge Fund Activity: Q2 2021 in Review

694 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2021, worth a combined $6.38B — up 7.3% from $5.95B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SCHE positions and 32 closed out — a net gain of 33 holders — while 347 added to existing stakes and 195 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $140M. The largest seller was Susquehanna International Group, cutting an estimated $51.7M.

  • 694 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2021, up from 667 in Q1 2021.
  • Funds reported $6.38B of Schwab Emerging Markets Equity ETF stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 65 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2021 and 32 closed out, a net change of +33 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $140M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2021 was Susquehanna International Group, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2021.