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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
HFS
201
Howard Financial Services
Texas
$2.29M +$1.05M +45,172 +88%
Betterment LLC
202
Betterment LLC
New York
$2.28M -$31.8K -1,368 -1%
SAM
203
Smithbridge Asset Management
Pennsylvania
$2.22M -$69.5K -2,987 -3%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$2.22M +$244K +10,496 +13%
LNWWM
205
Laird Norton Wetherby Wealth Management
California
$2.22M +$1.81M +77,898 +494%
MAM
206
Marquette Asset Management
Minnesota
$2.21M -$492K -21,149 -18%
OA
207
Operose Advisors
Wisconsin
$2.21M +$707K +30,369 +48%
LF
208
Lee Financial
Texas
$2.21M +$114K +4,885 +6%
CFMC
209
Curbstone Financial Management Corp
New Hampshire
$2.18M -$377K -16,200 -15%
MCM
210
MAI Capital Management
Ohio
$2.17M -$32.4K -1,390 -1%
FI
211
FIDELIS iM
Oregon
$2.16M +$66.4K +2,853 +3%
OFG
212
Orcam Financial Group
California
$2.15M +$11.5K +494 +0.5%
SFA
213
Souders Financial Advisors
Ohio
$2.15M +$152K +6,549 +8%
AWM
214
AllSquare Wealth Management
New York
$2.14M -$6.89K -296 -0.3%
TIM
215
Tortoise Investment Management
New York
$2.12M -$68.9K -2,961 -3%
WP
216
WealthShield Partners
North Carolina
$2.09M -$46.6K -2,000 -2%
B
217
Bensler
Washington
$2.09M -$219K -9,418 -10%
AC
218
Abbrea Capital
California
$2.09M +$866K +37,185 +73%
BF
219
Blankinship & Foster
California
$2.06M -$15.5K -667 -0.8%
GC
220
Grimes & Company
Massachusetts
$2.01M +$96.9K +4,165 +5%
RIM
221
Regent Investment Management
Kentucky
$1.95M -$20K -860 -1%
TSS
222
Two Sigma Securities
New York
$1.93M +$1.36M +58,462 +253%
FFN
223
Focus Financial Network
Minnesota
$1.92M +$102K +4,361 +6%
IWMA
224
Ironwood Wealth Management (Arizona)
Arizona
$1.9M +$416K +17,893 +29%
Renaissance Technologies
225
Renaissance Technologies
New York
$1.9M +$237K +10,200 +15%

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.