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Schwab Emerging Markets Equity ETF

727 hedge funds and large institutions have $5.94B invested in Schwab Emerging Markets Equity ETF in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 221 increasing their positions, 338 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 58

1% more capital invested

Capital invested by funds: $5.9B → $5.94B (+$40.6M)

1% less funds holding

Funds holding: 736727 (-9)

3.64% less ownership

Funds ownership: 73.55%69.91% (-3.6%)

26% less funds holding in top 10

Funds holding in top 10: 3425 (-9)

35% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 338

Holders
727
Holders Change
-9
Holders Change %
-1.22%
% of All Funds
10.47%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.36%
New
60
Increased
221
Reduced
338
Closed
58
Calls
$657K
Puts
Net Calls
+$657K
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Modera Wealth Management
New Jersey
$1.31M +$27.9K +1,134 +2%
WPWM
252
Windward Private Wealth Management
Kansas
$1.3M -$163K -6,633 -11%
MWM
253
Mission Wealth Management
California
$1.3M -$106K -4,316 -8%
RRCM
254
Rappaport Reiches Capital Management
Illinois
$1.29M +$4.23K +172 +0.3%
AWM
255
Axxcess Wealth Management
California
$1.28M +$378K +15,384 +43%
GFS
256
GYL Financial Synergies
Connecticut
$1.28M +$86.2K +3,506 +7%
CFO
257
CVA Family Office
Colorado
$1.24M -$42.6K -1,732 -3%
FFA
258
Fragasso Financial Advisors
Pennsylvania
$1.24M -$194K -7,913 -14%
BIA
259
Bell Investment Advisors
California
$1.24M -$252K -10,252 -17%
Janney Montgomery Scott
260
Janney Montgomery Scott
Pennsylvania
$1.24M -$18.2K -741 -1%
HWM
261
HB Wealth Management
Georgia
$1.23M -$42.1K -1,712 -3%
RDIA
262
RE Dickinson Investment Advisors
Iowa
$1.22M -$750K -30,528 -39%
CA
263
Cetera Advisors
Colorado
$1.21M +$295K +12,007 +33%
Susquehanna International Group
264
Susquehanna International Group
Pennsylvania
$1.21M -$4.61M -187,801 -80%
NFW
265
Noble Family Wealth
Florida
$1.19M +$35.4K +1,439 +3%
LJAC
266
L.J. Altfest & Co
New York
$1.18M +$5.72K +233 +0.5%
KC
267
Kades & Cheifetz
Pennsylvania
$1.16M -$558K -22,712 -33%
MMHP
268
Murphy Middleton Hinkle & Parker
Georgia
$1.16M -$14.1K -574 -1%
AOWM
269
Alpha Omega Wealth Management
Virginia
$1.13M -$7.84K -319 -0.7%
NIC
270
Northwest Investment Counselors
Oregon
$1.12M -$109K -4,450 -9%
NA
271
NewEdge Advisors
Louisiana
$1.1M +$64.8K +2,639 +6%
JJBC
272
James J. Burns & Company
New York
$1.1M -$522K -21,255 -33%
SFG
273
Sunburst Financial Group
Alabama
$1.1M -$9.14K -372 -0.9%
IWC
274
Integrated Wealth Concepts
Massachusetts
$1.07M -$50.8K -2,067 -5%
GP
275
Greenline Partners
New York
$1.07M +$94.7K +3,854 +10%

SCHE Hedge Fund Activity: Q1 2024 in Review

727 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q1 2024, worth a combined $5.94B — up 0.69% from $5.9B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SCHE positions and 58 closed out — a net gain of 2 holders — while 221 added to existing stakes and 338 trimmed.

The largest buyer was Jane Street, adding an estimated $66.8M. The largest seller was Cerity Partners, cutting an estimated $227M.

  • 727 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q1 2024, down from 736 in Q4 2023.
  • Funds reported $5.94B of Schwab Emerging Markets Equity ETF stock for Q1 2024, up 0.69% quarter-over-quarter.
  • 60 funds opened new Schwab Emerging Markets Equity ETF positions in Q1 2024 and 58 closed out, a net change of +2 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q1 2024 was Jane Street, an estimated $66.8M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q1 2024 was Cerity Partners, an estimated $227M sold.

Based on aggregated 13F filings for Q1 2024.