Schwab Emerging Markets Equity ETF
SCHE
584 hedge funds and large institutions have $4.59B invested in Schwab Emerging Markets Equity ETF in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 181 increasing their positions, 258 reducing their positions, and 39 closing their positions.
41% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 39
9% more capital invested
Capital invested by funds: $4.21B → $4.59B (+$379M)
1% more funds holding
Funds holding: 578 → 584 (+6)
1.77% less ownership
Funds ownership: 66.28% → 64.51% (-1.8%)
3% less funds holding in top 10
Funds holding in top 10: 34 → 33 (-1)
30% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 258
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $511K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$34.2M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$26M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
+$11M |
| 4 |
KFC
Klingenstein Fields & Co
New York
|
+$8.67M |
| 5 |
I
INVST
Indianapolis,
Indiana
|
+$7.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$39.5M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$27.6M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$15.5M |
| 4 |
JIP
JBJ Investment Partners
Charleston,
South Carolina
|
-$12.5M |
| 5 |
AG
Appleton Group
Appleton,
Wisconsin
|
-$6.48M |
SCHE Hedge Fund Activity: Q3 2020 in Review
584 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q3 2020, worth a combined $4.59B — up 9% from $4.21B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SCHE positions and 39 closed out — a net gain of 16 holders — while 181 added to existing stakes and 258 trimmed.
The largest buyer was Charles Schwab, adding an estimated $34.2M. The largest seller was Tidal Investments, exiting entirely with an estimated $39.5M sold.
- 584 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q3 2020, up from 578 in Q2 2020.
- Funds reported $4.59B of Schwab Emerging Markets Equity ETF stock for Q3 2020, up 9% quarter-over-quarter.
- 55 funds opened new Schwab Emerging Markets Equity ETF positions in Q3 2020 and 39 closed out, a net change of +16 holders.
- The largest Schwab Emerging Markets Equity ETF buyer in Q3 2020 was Charles Schwab, an estimated $34.2M added.
- The largest Schwab Emerging Markets Equity ETF seller in Q3 2020 was Tidal Investments, an estimated $39.5M sold.
Based on aggregated 13F filings for Q3 2020.