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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
BOPW
176
Brandywine Oak Private Wealth
Pennsylvania
$2.93M +$903K +31,186 +42%
GVAG
177
Great Valley Advisor Group
Delaware
$2.89M +$171K +5,891 +6%
B
178
Bensler
Washington
$2.87M +$2.99M +103,306 New
BP
179
BCK Partners
New York
$2.84M +$120K +4,147 +4%
IFS
180
Ifrah Financial Services
Arkansas
$2.83M -$2.8M -96,740 -49%
FI
181
FIDELIS iM
Oregon
$2.81M +$130K +4,476 +5%
RC
182
Roundview Capital
New Jersey
$2.79M +$4.51K +156 +0.2%
EFS
183
Econ Financial Services
Pennsylvania
$2.73M +$925K +31,951 +48%
OFG
184
Orcam Financial Group
California
$2.67M -$173K -5,994 -6%
SL
185
Savior LLC
Massachusetts
$2.65M +$35.3K +1,218 +1%
CCWA
186
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.6M -$361K -12,461 -12%
MA
187
Mutual Advisors
Nebraska
$2.56M +$694K +23,978 +35%
BF
188
Blankinship & Foster
California
$2.55M -$87.1K -3,011 -3%
SAM
189
Smithbridge Asset Management
Pennsylvania
$2.53M +$47.5K +1,640 +2%
WP
190
WealthShield Partners
North Carolina
$2.52M +$2.63M +90,738 New
RWM
191
Reston Wealth Management
Virginia
$2.5M +$73K +2,523 +3%
BCIM
192
Bishop & Co Investment Management
Pennsylvania
$2.48M +$299K +10,336 +13%
AWM
193
AllSquare Wealth Management
New York
$2.43M -$143K -4,950 -5%
HFS
194
Hantz Financial Services
Michigan
$2.37M +$2.44M +84,316 +7,924%
TA
195
TrueWealth Advisors
Alabama
$2.37M
WWM
196
WT Wealth Management
Arizona
$2.34M +$117K +4,034 +5%
RBC
197
Roble Belko & Company
Pennsylvania
$2.33M -$33.6K -1,160 -1%
RIM
198
Regent Investment Management
Kentucky
$2.33M -$31.9K -1,103 -1%
FCM
199
Fortis Capital Management
Washington
$2.31M +$525K +18,140 +28%
YIA
200
YHB Investment Advisors
Connecticut
$2.27M +$80.7K +2,789 +4%

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.