We are live on ! Find out more
SCHE icon

Schwab Emerging Markets Equity ETF

694 hedge funds and large institutions have $6.38B invested in Schwab Emerging Markets Equity ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 347 increasing their positions, 195 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 32

78% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 195

14% more funds holding in top 10

Funds holding in top 10: 4349 (+6)

7% more capital invested

Capital invested by funds: $5.95B → $6.38B (+$433M)

4% more funds holding

Funds holding: 667694 (+27)

0.51% less ownership

Funds ownership: 65.51%65% (-0.51%)

42% less call options, than puts

Call options by funds: $243K | Put options by funds: $419K

Holders
694
Holders Change
+27
Holders Change %
+4.05%
% of All Funds
12.08%
Holding in Top 10
49
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.95%
% of All Funds
0.85%
New
65
Increased
347
Reduced
195
Closed
32
Calls
$243K
Puts
$419K
Net Calls
-$176K
Net Calls Change
+$381K
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$2.04B +$140M +4,328,727 +7%
Financial Engines Advisors
2
Financial Engines Advisors
California
$762M +$5.09M +156,870 +0.7%
Creative Planning
3
Creative Planning
Kansas
$496M -$11M -340,470 -2%
MG
4
Mather Group
Illinois
$257M +$36.7M +1,130,607 +17%
Charles Schwab
5
Charles Schwab
California
$216M -$2.41M -74,160 -1%
HighTower Advisors
6
HighTower Advisors
Illinois
$154M +$12.6M +387,159 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$87.7M +$37M +1,139,473 +75%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$83.2M +$4.63M +142,843 +6%
SCM
9
SCS Capital Management
Massachusetts
$82.4M +$6.06M +186,933 +8%
HC
10
Hamilton Capital
Ohio
$79.7M +$1.92M +59,223 +3%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$75.6M +$11.4M +350,098 +18%
HWA
12
Heartwood Wealth Advisors
Virginia
$49.9M -$185K -5,704 -0.4%
Morgan Stanley
13
Morgan Stanley
New York
$43.1M -$1.27M -39,297 -3%
UCFA
14
United Capital Financial Advisors
Texas
$33M -$4.56M -140,717 -12%
BOPW
15
Brandywine Oak Private Wealth
Pennsylvania
$32.1M +$2.85M +87,841 +10%
KFC
16
Klingenstein Fields & Co
New York
$30.9M +$759K +23,399 +3%
LA
17
LVW Advisors
New York
$29.8M +$2.11M +65,107 +8%
EHPM
18
Emery Howard Portfolio Management
California
$27.6M -$337K -10,404 -1%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$27.6M -$889K -27,397 -3%
BP
20
Ballentine Partners
Massachusetts
$27.5M -$517K -15,929 -2%
KF
21
Krilogy Financial
Missouri
$27.4M +$1.41M +43,426 +6%
MMA
22
Miracle Mile Advisors
California
$26.5M +$238K +7,333 +0.9%
CHA
23
Cooper/Haims Advisors
New York
$26M +$461K +14,203 +2%
Bank of America
24
Bank of America
North Carolina
$24.1M -$1.09M -33,593 -4%
JFG
25
JMG Financial Group
Illinois
$23.6M +$619K +19,083 +3%

SCHE Hedge Fund Activity: Q2 2021 in Review

694 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2021, worth a combined $6.38B — up 7.3% from $5.95B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SCHE positions and 32 closed out — a net gain of 33 holders — while 347 added to existing stakes and 195 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $140M. The largest seller was Susquehanna International Group, cutting an estimated $51.7M.

  • 694 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2021, up from 667 in Q1 2021.
  • Funds reported $6.38B of Schwab Emerging Markets Equity ETF stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 65 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2021 and 32 closed out, a net change of +33 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $140M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2021 was Susquehanna International Group, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2021.