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Schwab Emerging Markets Equity ETF

758 hedge funds and large institutions have $4.52B invested in Schwab Emerging Markets Equity ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 316 increasing their positions, 271 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,925% more call options, than puts

Call options by funds: $642K | Put options by funds: $8K

132% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 38

17% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 271

10% more capital invested

Capital invested by funds: $4.09B → $4.52B (+$426M)

4% more funds holding

Funds holding: 727758 (+31)

1.23% less ownership

Funds ownership: 42.08%40.85% (-1.2%)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

Holders
758
Holders Change
+31
Holders Change %
+4.26%
% of All Funds
9.98%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.38%
New
88
Increased
316
Reduced
271
Closed
38
Calls
$642K
Puts
$8K
Net Calls
+$634K
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Accurate Wealth Management
Florida
$1.79M +$507K +17,944 +35%
IWMA
227
Ironwood Wealth Management (Arizona)
Arizona
$1.77M -$28.1K -995 -1%
BF
228
Blankinship & Foster
California
$1.76M +$22.8K +809 +1%
AWM
229
Axxcess Wealth Management
California
$1.73M +$138K +4,872 +8%
TA
230
TPG Advisors
Illinois
$1.72M -$64.3K -2,278 -3%
CCWA
231
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.68M -$25.9K -919 -1%
NCM
232
Northwest Capital Management
Oregon
$1.67M -$92.8K -3,288 -5%
IWC
233
Integrated Wealth Concepts
Massachusetts
$1.66M +$752K +26,648 +75%
HC
234
Hamilton Capital
Ohio
$1.65M +$199K +7,060 +13%
FFN
235
Focus Financial Network
Minnesota
$1.65M -$65K -2,303 -4%
OCG
236
Opus Capital Group
Ohio
$1.65M +$2.85K +101 +0.2%
NA
237
NewEdge Advisors
Louisiana
$1.61M -$95.4K -3,380 -5%
AIM
238
AMI Investment Management
Indiana
$1.61M -$77.5K -2,746 -4%
WT
239
Whittier Trust
California
$1.6M
WCFA
240
Walkner Condon Financial Advisors
Wisconsin
$1.59M +$17.3K +613 +1%
DSA
241
Droms Strauss Advisors
Missouri
$1.57M +$169K +5,980 +11%
SIA
242
Soltis Investment Advisors
Utah
$1.57M -$5.96K -211 -0.4%
JJBC
243
James J. Burns & Company
New York
$1.56M +$24.5K +869 +2%
OIA
244
OneDigital Investment Advisors
Kansas
$1.55M -$514K -18,191 -24%
WCM
245
Winthrop Capital Management
Indiana
$1.54M +$1.63M +57,744 New
ACA
246
Aptus Capital Advisors
Alabama
$1.49M +$38.1K +1,348 +2%
TIM
247
Thompson Investment Management
Wisconsin
$1.48M +$10.1K +359 +0.7%
VBWMG
248
Von Berge Wealth Management Group
California
$1.47M +$30.2K +1,069 +2%
BA
249
BIP Alliance
Georgia
$1.45M +$1.54M +54,597 New
PCM
250
Passive Capital Management
Maryland
$1.45M +$13.3K +472 +0.9%

SCHE Hedge Fund Activity: Q4 2024 in Review

758 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2024, worth a combined $4.52B — up 10% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SCHE positions and 38 closed out — a net gain of 50 holders — while 316 added to existing stakes and 271 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $22M. The largest seller was US Bancorp, cutting an estimated $82.6M.

  • 758 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2024, up from 727 in Q3 2024.
  • Funds reported $4.52B of Schwab Emerging Markets Equity ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 88 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2024 and 38 closed out, a net change of +50 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q4 2024 was Old Mission Capital, an estimated $22M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q4 2024 was US Bancorp, an estimated $82.6M sold.

Based on aggregated 13F filings for Q4 2024.