Schwab Emerging Markets Equity ETF
SCHE
677 hedge funds and large institutions have $6.03B invested in Schwab Emerging Markets Equity ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 292 increasing their positions, 235 reducing their positions, and 48 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 292 | Existing positions reduced: 235
0.22% less ownership
Funds ownership: 65% → 64.78% (-0.22%)
3% less funds holding
Funds holding: 695 → 677 (-18)
5% less capital invested
Capital invested by funds: $6.38B → $6.03B (-$345M)
12% less funds holding in top 10
Funds holding in top 10: 49 → 43 (-6)
19% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$64.9M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$38.2M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$31.4M |
| 4 |
FWM
FFT Wealth Management
Philadelphia,
Pennsylvania
|
+$30.7M |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
+$23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$66.3M |
| 2 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
-$28.2M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$27.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$14.9M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
-$8.28M |
SCHE Hedge Fund Activity: Q3 2021 in Review
677 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q3 2021, worth a combined $6.03B — down 5.4% from $6.38B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of SCHE and 39 opened new positions — a net loss of 9 holders — while 235 trimmed existing stakes and 292 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $64.9M. The largest seller was Financial Engines Advisors, cutting an estimated $66.3M.
- 677 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q3 2021, down from 695 in Q2 2021.
- Funds reported $6.03B of Schwab Emerging Markets Equity ETF stock for Q3 2021, down 5.4% quarter-over-quarter.
- 39 funds opened new Schwab Emerging Markets Equity ETF positions in Q3 2021 and 48 closed out, a net change of -9 holders.
- The largest Schwab Emerging Markets Equity ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $64.9M added.
- The largest Schwab Emerging Markets Equity ETF seller in Q3 2021 was Financial Engines Advisors, an estimated $66.3M sold.
Based on aggregated 13F filings for Q3 2021.