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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
BCIM
176
Bishop & Co Investment Management
Pennsylvania
$2.75M -$414K -17,798 -13%
GVAG
177
Great Valley Advisor Group
Delaware
$2.73M -$236K -10,119 -8%
Nomura Asset Management
178
Nomura Asset Management
Japan
$2.69M +$2.65M +113,775 New
FCM
179
Fortis Capital Management
Washington
$2.68M +$573K +24,596 +28%
EWA
180
EP Wealth Advisors
California
$2.67M +$2.63M +112,951 New
GWM
181
GSB Wealth Management
Connecticut
$2.65M +$22.6K +971 +0.9%
RWM
182
Reston Wealth Management
Virginia
$2.64M +$127K +5,453 +5%
JBA
183
Johnson Bixby & Associates
Washington
$2.58M -$303K -13,021 -11%
NCM
184
Northwest Capital Management
Oregon
$2.58M -$106K -4,555 -4%
VBWMG
185
Von Berge Wealth Management Group
California
$2.57M +$347K +14,926 +18%
MCCA
186
Mill Creek Capital Advisors
Pennsylvania
$2.57M +$2.53M +108,701 New
BAM
187
Berkshire Asset Management
Pennsylvania
$2.56M -$261K -11,228 -9%
RDIA
188
RE Dickinson Investment Advisors
Iowa
$2.56M +$1.79M +77,003 +249%
BP
189
BCK Partners
New York
$2.51M +$313K +13,435 +14%
KHC
190
Koesten Hirschmann & Crabtree
Kansas
$2.44M +$2.4M +102,966 New
NRI
191
NFP Retirement Inc
California
$2.43M -$2.91M -125,164 -55%
CCA
192
Cobblestone Capital Advisors
New York
$2.43M +$349K +14,977 +17%
BCWM
193
Bartlett & Co Wealth Management
Ohio
$2.4M +$732K +31,463 +45%
BC
194
Bartlett & Co
Ohio
$2.4M +$732K +31,463 +45%
HCM
195
Hengehold Capital Management
Ohio
$2.38M -$523K -22,464 -18%
RC
196
Roundview Capital
New Jersey
$2.34M +$6.14K +264 +0.3%
MA
197
Mutual Advisors
Nebraska
$2.34M -$85.4K -3,669 -4%
BWM
198
Boyd Wealth Management
California
$2.32M -$299K -12,833 -12%
AMG
199
Asset Management Group
Connecticut
$2.3M -$216K -9,259 -9%
JJBC
200
James J. Burns & Company
New York
$2.3M +$152K +6,550 +7%

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.