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Schwab Emerging Markets Equity ETF

705 hedge funds and large institutions have $6.09B invested in Schwab Emerging Markets Equity ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 279 increasing their positions, 277 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

2% more funds holding

Funds holding: 694705 (+11)

1% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 277

0.44% more ownership

Funds ownership: 70.26%70.71% (+0.44%)

0% more capital invested

Capital invested by funds: $6.07B → $6.09B (+$24M)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
705
Holders Change
+11
Holders Change %
+1.59%
% of All Funds
11.07%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.58%
New
55
Increased
279
Reduced
277
Closed
36
Calls
$675K
Puts
Net Calls
+$675K
Net Calls Change
-$789K
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
176
Brandywine Oak Private Wealth
Pennsylvania
$2.96M +$3.96K +162 +0.1%
OPWM
177
Oakwell Private Wealth Management
Texas
$2.9M -$6.23K -255 -0.2%
RWM
178
Reston Wealth Management
Virginia
$2.9M +$127K +5,216 +5%
CW
179
CreativeOne Wealth
Kansas
$2.88M -$49.7K -2,035 -2%
FAG
180
Financial Advisory Group
Texas
$2.84M -$493K -20,182 -15%
OFG
181
Omega Financial Group
California
$2.83M -$24.7K -1,009 -0.9%
Nomura Asset Management
182
Nomura Asset Management
Japan
$2.8M
GVAG
183
Great Valley Advisor Group
Delaware
$2.8M -$92.7K -3,794 -3%
KCM
184
Kathmere Capital Management
Pennsylvania
$2.77M -$408K -16,694 -13%
BP
185
BCK Partners
New York
$2.77M +$90.5K +3,704 +3%
SFA
186
Souders Financial Advisors
Ohio
$2.69M -$35.1K -1,436 -1%
MA
187
Mutual Advisors
Nebraska
$2.6M +$46.9K +1,920 +2%
JMPWA
188
JP Morgan Private Wealth Advisors
California
$2.54M -$1.94M -79,293 -43%
NCM
189
Northwest Capital Management
Oregon
$2.54M -$12.8K -524 -0.5%
EWA
190
EP Wealth Advisors
California
$2.53M -$7.95M -325,181 -98%
RC
191
Roundview Capital
New Jersey
$2.53M +$10.9K +446 +0.4%
AIM
192
Anchor Investment Management
South Carolina
$2.52M -$287K -11,738 -10%
QCG
193
Quadrant Capital Group
Ohio
$2.52M +$4.59K +188 +0.2%
PWM
194
Perigon Wealth Management
California
$2.5M +$93.7K +3,833 +4%
LF
195
Lee Financial
Texas
$2.5M +$122K +4,979 +5%
Betterment LLC
196
Betterment LLC
New York
$2.46M +$106K +4,342 +5%
FI
197
FIDELIS iM
Oregon
$2.46M +$70.2K +2,872 +3%
CCA
198
Cobblestone Capital Advisors
New York
$2.44M -$25.7K -1,051 -1%
EFG
199
Ethos Financial Group
Pennsylvania
$2.43M
HCM
200
Hengehold Capital Management
Ohio
$2.43M -$27.6K -1,128 -1%

SCHE Hedge Fund Activity: Q2 2023 in Review

705 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2023, worth a combined $6.09B — up 0.4% from $6.07B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SCHE positions and 36 closed out — a net gain of 19 holders — while 279 added to existing stakes and 277 trimmed.

The largest buyer was Bishop & Co Investment Management, adding an estimated $75.5M. The largest seller was Citadel Advisors, cutting an estimated $81.3M.

  • 705 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2023, up from 694 in Q1 2023.
  • Funds reported $6.09B of Schwab Emerging Markets Equity ETF stock for Q2 2023, up 0.4% quarter-over-quarter.
  • 55 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2023 and 36 closed out, a net change of +19 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2023 was Bishop & Co Investment Management, an estimated $75.5M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2023 was Citadel Advisors, an estimated $81.3M sold.

Based on aggregated 13F filings for Q2 2023.