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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
GFPC
301
Global Financial Private Client
Florida
$908K -$11.5K -466 -1%
CFG
302
Clayton Financial Group
Missouri
$906K +$77K +3,133 +10%
BDFN
303
Bond & Devick Financial Network
Minnesota
$905K
FPAS
304
Focus Partners Advisor Solutions
Missouri
$903K +$879K +35,771 New
US Bancorp
305
US Bancorp
Minnesota
$880K -$86.7K -3,530 -9%
WH
306
Whitcomb & Hess
Ohio
$870K -$208K -8,460 -20%
CW
307
CIC Wealth
Maryland
$866K -$128K -5,189 -13%
OFS
308
OneAscent Financial Services
Alabama
$858K -$94K -3,825 -10%
AWM
309
Accurate Wealth Management
Florida
$839K -$32.3K -1,315 -4%
LBC
310
Lowe Brockenbrough & Co
Virginia
$833K -$118K -4,815 -13%
MFA
311
Morling Financial Advisors
California
$830K -$11K -449 -1%
IP
312
Ignite Planners
California
$823K +$35.8K +1,455 +5%
KJWM
313
Kiley Juergens Wealth Management
Washington
$821K +$30.1K +1,224 +4%
First Manhattan
314
First Manhattan
New York
$821K +$133K +5,422 +20%
EW
315
Element Wealth
Mississippi
$821K -$2.95K -120 -0.4%
Goldman Sachs
316
Goldman Sachs
New York
$814K -$5.15M -209,532 -87%
FCM
317
Firestone Capital Management
Florida
$811K -$47.1K -1,918 -6%
BFM
318
Broadview Financial Management
Wisconsin
$808K -$4.92K -200 -0.6%
EFS
319
Econ Financial Services
Pennsylvania
$796K -$57.3K -2,332 -7%
PTC
320
Private Trust Company
Ohio
$791K +$134K +5,438 +21%
SHGA
321
Sand Hill Global Advisors
California
$785K
AIS
322
American Investment Services
Massachusetts
$769K
FAM
323
Frontier Asset Management
Wyoming
$769K +$15.9K +646 +2%
VAMG
324
Voisard Asset Management Group
Michigan
$759K +$451K +18,352 +156%
JWM
325
Janiczek Wealth Management
Colorado
$756K +$118K +4,790 +19%

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.