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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
FI
176
FIDELIS iM
Oregon
$2.87M +$164K +5,352 +6%
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$2.83M +$89.2K +2,919 +3%
BF
178
Blankinship & Foster
California
$2.8M +$51.1K +1,671 +2%
SL
179
Savior LLC
Massachusetts
$2.75M -$265K -8,685 -9%
AWM
180
AllSquare Wealth Management
New York
$2.73M -$70.3K -2,300 -2%
TIM
181
Tortoise Investment Management
New York
$2.71M +$636K +20,827 +29%
SAM
182
Smithbridge Asset Management
Pennsylvania
$2.65M -$71.5K -2,341 -3%
Renaissance Technologies
183
Renaissance Technologies
New York
$2.64M +$2.72M +89,000 New
GIA
184
GHP Investment Advisors
Colorado
$2.62M -$1.39M -45,331 -34%
BWL
185
Bogart Wealth LLC
Virginia
$2.6M +$291K +9,531 +12%
RWM
186
Reston Wealth Management
Virginia
$2.59M +$247K +8,099 +10%
RBC
187
Roble Belko & Company
Pennsylvania
$2.52M -$3.7K -121 -0.1%
RIM
188
Regent Investment Management
Kentucky
$2.52M -$75.6K -2,475 -3%
NIC
189
Northwest Investment Counselors
Oregon
$2.5M +$86.6K +2,834 +3%
RRC
190
Relaxing Retirement Coach
Massachusetts
$2.4M +$11.4K +374 +0.5%
MWM
191
Mission Wealth Management
California
$2.4M -$74K -2,421 -3%
BAM
192
Berkshire Asset Management
Pennsylvania
$2.4M +$312K +10,224 +14%
SA
193
Scarborough Advisors
Maryland
$2.38M +$2.46M +80,435 New
WWM
194
WT Wealth Management
Arizona
$2.38M +$64.1K +2,098 +3%
TA
195
TrueWealth Advisors
Alabama
$2.37M -$42K -1,376 -2%
BCIM
196
Bishop & Co Investment Management
Pennsylvania
$2.34M +$472K +15,433 +24%
YIA
197
YHB Investment Advisors
Connecticut
$2.34M +$111K +3,635 +5%
EW
198
Element Wealth
Mississippi
$2.32M -$675K -22,082 -22%
RCA
199
Reitz Capital Advisors
Michigan
$2.31M +$219K +7,154 +11%
HI
200
Hudock Inc
Pennsylvania
$2.29M +$17.4K +570 +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.