Schwab Emerging Markets Equity ETF
SCHE
667 hedge funds and large institutions have $5.95B invested in Schwab Emerging Markets Equity ETF in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 287 increasing their positions, 232 reducing their positions, and 38 closing their positions.
92% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 38
24% more repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 232
9% more capital invested
Capital invested by funds: $5.46B → $5.95B (+$484M)
5% more funds holding
Funds holding: 637 → 667 (+30)
0.65% more ownership
Funds ownership: 64.87% → 65.51% (+0.65%)
4% less funds holding in top 10
Funds holding in top 10: 45 → 43 (-2)
52% less call options, than puts
Call options by funds: $508K | Put options by funds: $1.06M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$87.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$52.7M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$37.7M |
| 4 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$30.1M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$29.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$54M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$36.7M |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$20.7M |
| 4 |
AG
Appleton Group
Appleton,
Wisconsin
|
-$7.77M |
| 5 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$6.35M |
SCHE Hedge Fund Activity: Q1 2021 in Review
667 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q1 2021, worth a combined $5.95B — up 8.9% from $5.46B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new SCHE positions and 38 closed out — a net gain of 35 holders — while 287 added to existing stakes and 232 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $87.9M. The largest seller was Financial Engines Advisors, cutting an estimated $54M.
- 667 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q1 2021, up from 637 in Q4 2020.
- Funds reported $5.95B of Schwab Emerging Markets Equity ETF stock for Q1 2021, up 8.9% quarter-over-quarter.
- 73 funds opened new Schwab Emerging Markets Equity ETF positions in Q1 2021 and 38 closed out, a net change of +35 holders.
- The largest Schwab Emerging Markets Equity ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $87.9M added.
- The largest Schwab Emerging Markets Equity ETF seller in Q1 2021 was Financial Engines Advisors, an estimated $54M sold.
Based on aggregated 13F filings for Q1 2021.