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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
CA
251
CoreCap Advisors
Michigan
$1.42M +$280K +9,923 +23%
PGFC
252
Peapack-Gladstone Financial Corp
New Jersey
$1.42M -$5.96K -211 -0.4%
WA
253
Waterford Advisors
New York
$1.41M -$69.2K -2,450 -4%
ACG
254
Allen Capital Group
Nebraska
$1.4M +$71.3K +2,524 +5%
B
255
Bailard
California
$1.39M -$69.6K -2,464 -5%
DWM
256
Dakota Wealth Management
Florida
$1.37M -$43.6K -1,545 -3%
Janney Montgomery Scott
257
Janney Montgomery Scott
Pennsylvania
$1.36M -$6.89K -244 -0.5%
RWM
258
Rialto Wealth Management
New York
$1.36M +$1.44M +50,904 New
CNWM
259
Clay Northam Wealth Management
California
$1.34M -$68.2K -2,417 -5%
RRCM
260
Rappaport Reiches Capital Management
Illinois
$1.34M -$875 -31 -0.1%
BIA
261
Bell Investment Advisors
California
$1.32M +$17.5K +621 +1%
JBA
262
Johnson Bixby & Associates
Washington
$1.31M -$269K -9,511 -16%
DE
263
Diversified Enterprises
Delaware
$1.3M -$453K -16,046 -25%
WPWM
264
Windward Private Wealth Management
Kansas
$1.28M -$49.8K -1,765 -4%
TWM
265
Tradition Wealth Management
Minnesota
$1.27M +$1.38K +49 +0.1%
CFG
266
Clayton Financial Group
Missouri
$1.27M +$135K +4,764 +11%
MWM
267
Modera Wealth Management
New Jersey
$1.27M -$205K -7,259 -13%
NFW
268
Noble Family Wealth
Florida
$1.23M -$4.21K -149 -0.3%
Tudor Investment Corp
269
Tudor Investment Corp
Connecticut
$1.22M +$1.3M +45,876 New
JWM
270
JFG Wealth Management
Colorado
$1.21M +$1.03M +36,359 +398%
BJL
271
Brighton Jones LLC
Washington
$1.21M +$316K +11,195 +33%
FWS
272
FinDec Wealth Services
California
$1.19M -$345K -12,237 -22%
ADL
273
Asset Dedication LLC
California
$1.18M -$101K -3,572 -7%
Empower Advisory Group
274
Empower Advisory Group
Colorado
$1.15M -$80.7K -2,859 -6%
Bank of Montreal
275
Bank of Montreal
Ontario, Canada
$1.15M +$211K +7,488 +21%

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.