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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
MWM
201
Mission Wealth Management
California
$2.27M +$22K +761 +0.9%
SBL
202
Sargent Bickham Lagudis
Colorado
$2.27M +$1.19M +40,991 +101%
RRC
203
Relaxing Retirement Coach
Massachusetts
$2.22M -$35.8K -1,238 -2%
NIC
204
Northwest Investment Counselors
Oregon
$2.21M -$135K -4,654 -6%
BPWM
205
Badgley Phelps Wealth Managers
Washington
$2.18M -$818K -28,277 -27%
FFN
206
Focus Financial Network
Minnesota
$2.14M +$2.24M +77,231 New
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$2.14M +$38.8K +1,339 +2%
CCA
208
Cobblestone Capital Advisors
New York
$2.14M +$157K +5,429 +8%
MFA
209
Morling Financial Advisors
California
$2.12M +$1.15M +39,813 +109%
MFGP
210
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.12M -$17.3K -597 -0.8%
PCWA
211
Pacific Capital Wealth Advisors
California
$2.12M +$29 +1 +0%
FA
212
Fagan Associates
New York
$2.1M +$3.36K +116 +0.2%
JCIA
213
Jackson Creek Investment Advisors
Colorado
$2.1M +$68.4K +2,364 +3%
GC
214
Grimes & Company
Massachusetts
$2.09M +$173K +5,986 +9%
JP Morgan Chase
215
JP Morgan Chase
New York
$2.04M +$2.02M +69,771 +1,814%
BWFA
216
Baltimore-Washington Financial Advisors
Maryland
$2.02M +$4.51K +156 New
CS
217
Credit Suisse
Switzerland
$1.99M +$2.07M +71,504 New
B
218
Bailard
California
$1.95M -$93.5K -3,230 -4%
RPG
219
Resource Planning Group
Georgia
$1.93M -$36.4K -1,259 -2%
GIA
220
GHP Investment Advisors
Colorado
$1.93M -$546K -18,856 -21%
PWM
221
Perigon Wealth Management
California
$1.91M +$195K +6,722 +11%
EFG
222
Everhart Financial Group
Ohio
$1.9M +$22.3K +772 +1%
OIA
223
OneDigital Investment Advisors
Kansas
$1.89M -$21.8K -753 -1%
GSIS
224
Global Strategic Investment Solutions
Arizona
$1.89M +$527K +18,210 +37%
H
225
HoyleCohen
California
$1.88M +$228K +7,863 +13%

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.