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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
GWM
176
GSB Wealth Management
Connecticut
$2.75M -$499K -19,109 -15%
BOPW
177
Brandywine Oak Private Wealth
Pennsylvania
$2.74M +$69.7K +2,669 +3%
AMG
178
Asset Management Group
Connecticut
$2.71M +$8.05K +308 +0.3%
NYLIM
179
New York Life Investment Management
New York
$2.62M +$2.69M +103,102 New
B
180
Bensler
Washington
$2.55M -$70.7K -2,705 -3%
RC
181
Roundview Capital
New Jersey
$2.5M -$56.9K -2,178 -2%
EFS
182
Econ Financial Services
Pennsylvania
$2.5M +$1.39K +53 +0.1%
LF
183
Lee Financial
Texas
$2.49M -$769K -29,411 -23%
Betterment LLC
184
Betterment LLC
New York
$2.48M -$201K -7,710 -7%
SL
185
Savior LLC
Massachusetts
$2.4M +$24.6K +943 +1%
OFG
186
Orcam Financial Group
California
$2.34M -$105K -4,026 -4%
BF
187
Blankinship & Foster
California
$2.33M +$4.73K +181 +0.2%
SAM
188
Smithbridge Asset Management
Pennsylvania
$2.3M -$12.4K -474 -0.5%
ATWA
189
Arbor Trust Wealth Advisors
Michigan
$2.27M -$448K -17,150 -16%
AWM
190
AllSquare Wealth Management
New York
$2.25M +$39.2K +1,500 +2%
GFPC
191
Global Financial Private Client
Florida
$2.25M -$432K -16,515 -16%
FI
192
FIDELIS iM
Oregon
$2.22M -$365K -13,962 -14%
WP
193
WealthShield Partners
North Carolina
$2.21M -$93.7K -3,585 -4%
LNWWM
194
Laird Norton Wetherby Wealth Management
California
$2.2M +$2.26M +86,610 New
RWM
195
Reston Wealth Management
Virginia
$2.18M -$104K -3,993 -4%
MWM
196
Mission Wealth Management
California
$2.12M +$51.1K +1,956 +2%
RIM
197
Regent Investment Management
Kentucky
$2.11M -$17.2K -658 -0.8%
TIM
198
Tortoise Investment Management
New York
$2.07M +$646K +24,719 +43%
RBC
199
Roble Belko & Company
Pennsylvania
$2.06M -$74.5K -2,852 -3%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$2.05M -$2.76M -105,692 -57%

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.