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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
CSIA
1
Charles Schwab Investment Advisory
California
$1.85B +$11.2M +482,605 +0.6%
Creative Planning
2
Creative Planning
Kansas
$628M +$41.6M +1,786,667 +7%
AWA
3
Arete Wealth Advisors
Illinois
$543M +$534K +22,924 New
Financial Engines Advisors
4
Financial Engines Advisors
California
$469M -$42.1M -1,809,454 -8%
Charles Schwab
5
Charles Schwab
California
$294M +$35.4M +1,521,559 +14%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$122M -$7.75M -332,759 -6%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$114M -$7.34M -315,226 -6%
HighTower Advisors
8
HighTower Advisors
Illinois
$97.1M -$43.9M -1,887,425 -31%
MG
9
Mather Group
Illinois
$80.9M -$10.6M -456,100 -12%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$76M +$23.8M +1,022,584 +47%
Jane Street
11
Jane Street
New York
$53.9M +$37.2M +1,596,866 +234%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$50.9M -$12.5M -537,595 -21%
OMC
13
Old Mission Capital
Illinois
$47.1M +$20.3M +871,424 +78%
HC
14
Hamilton Capital
Ohio
$45.1M -$14.6M -627,916 -25%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$42.9M +$32.4M +1,394,074 +335%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$41.4M +$4.91M +210,927 +14%
HWA
17
Heartwood Wealth Advisors
Virginia
$39.4M +$2.9M +124,700 +8%
FTUS
18
Flow Traders U.S.
New York
$38.4M +$36.5M +1,569,357 +3,052%
Morgan Stanley
19
Morgan Stanley
New York
$36.9M +$2.22M +95,430 +7%
SAG
20
SageView Advisory Group
California
$36M +$35.4M +1,521,624 New
R
21
Rebalance
California
$36M +$35.4M +1,519,707 New
Citadel Advisors
22
Citadel Advisors
Florida
$35.4M +$29.4M +1,262,360 +542%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$30.9M +$22.3M +956,893 +274%
HSA
24
HBK Sorce Advisory
Pennsylvania
$30.5M +$23.7M +1,017,607 +373%
MMA
25
Miracle Mile Advisors
California
$30.2M +$2.05M +87,996 +7%

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.