Schwab Emerging Markets Equity ETF

SCHE

Market cap $11.3B

Overview Fund Activity

33.18 USD

-0.15

0.45%

At close Updated Sep 18, 3:35 PM EDT

1 day

-0.45%

5 days

1.31%

1 month

4.87%

3 months

13.24%

6 months

16.83%

Year to date

24.83%

1 year

22.53%

5 years

22.57%

10 years

59.98%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

45% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 47

10% more capital invested

Capital invested by funds: $3.98B [Q1] → $4.37B (+$391M) [Q2]

1% more funds holding

Funds holding: 752 [Q1] → 757 (+5) [Q2]

0.14% more ownership

Funds ownership: 42.44% [Q1] → 42.57% (+0.14%) [Q2]

7% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 305

6% less funds holding in top 10

Funds holding in top 10: 32 [Q1] → 30 (-2) [Q2]

See Fund Rankings

Financial journalist opinion

SCHE Amid Geopolitical Risks: A Cautious Emerging Markets Outlook

I view SCHE as a Hold, not a Buy, due to heightened geopolitical and currency risks in emerging markets today. SCHE and VWO are structurally similar, with only minor differences in sector and country weights; neither offers a compelling alpha case now. Diversification benefits from SCHE are limited, as global correlations remain high and US large caps already provide international exposure.

SCHE Amid Geopolitical Risks: A Cautious Emerging Markets Outlook

SCHE: Rotation Away From U.S. Assets Could Favor Emerging Markets

Schwab Emerging Markets Equity ETF benefits from a weaker U.S. dollar and relatively stable commodity prices. Elevated U.S. interest rates remain a headwind, though some emerging economies are more resilient. SCHE is heavily concentrated in Asia, with significant exposure to China and India.

SCHE: Rotation Away From U.S. Assets Could Favor Emerging Markets

SCHE: In 2025, I Will Avoid Emerging Markets Unless Something Big Changes

I maintain a "hold" rating on SCHE due to a strong USD, momentum in developed markets, and global trade uncertainties. The USD's strength is a significant headwind for emerging markets, impacting countries in SCHE's portfolio that trade directly with the US. Valuations in emerging markets are not universally cheap, with Asia, a major component of SCHE, not offering clear value compared to other regions.

SCHE: In 2025, I Will Avoid Emerging Markets Unless Something Big Changes

SCHE ETF: Not A Buy, But Not The Worst Option Around Either

SCHE is a 14-year-old ETF offering exposure to over 2000 stocks from 20 emerging markets, generating 17% returns in the past year. When compared to VWO the largest EM-themed ETF, SCHE doesn't have any major flaws, but the former still offers an edge with its structural qualities. We close with some thoughts on why SCHE's portfolio of EM equities may not be the worst idea around.

SCHE ETF: Not A Buy, But Not The Worst Option Around Either

SCHE: I See More Downside Than Upside For Emerging Markets (Rating Downgrade)

The article evaluates the Schwab Emerging Markets Equity ETF and I downgrade my outlook to "hold" due to headwinds and under-performance compared to the S&P 500.

SCHE: Great Fund, Terrible Cycle

Schwab Emerging Markets Equity ETF aims to track the performance of the FTSE Emerging Index and offers exposure to over 20 emerging market countries. Top holdings of SCHE include Taiwan Semiconductor Manufacturing Company, Tencent Holdings, Alibaba Group Holding, Reliance Industries, and HDFC Bank. The Fund provides a well-diversified sector composition and regional exposure, mitigating concentration risks and offering exposure to various industries and emerging market countries.

If Korea's Stock Market Follows Japan, Many Emerging Markets Funds Won't Have It

By Jeff Weniger, CFA, Head of Equity Strategy Key Takeaways South Korea's classification as an “emerging” or “developed” market affects funds' allocations, with some emerging markets funds having no exposure to the country. The “Korea Discount” refers to the low valuations placed on South Korea's stocks relative to stocks in other countries.

Zacks Investment Research

Unlock Opportunities With Emerging Market ETFs

Supported by the ongoing U.S.-led global economic growth, the macroeconomic outlook for emerging markets seems to be improving since late 2023. Encouraging indicators favoring the growth potential of EMs can result in investors shifting their focus away from the latter.

Emerging Markets Growth Remains Solid Amid Intensifying Inflationary Pressures

Emerging markets continued to expand at a solid pace midway into the first quarter of 2024, supported by broad-based expansion across both manufacturing and service sectors.

EM Central Banks: More Easing In The Cards?

Emerging markets have taken solace in the view that the U.S. hiking cycle is over, helping deliver strong returns in 2023. Slowing global inflation has been due to sharply lower core goods inflation, while service prices have remained stickier.

See News Rankings

Charts implemented using Lightweight Charts™