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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
OA
326
Operose Advisors
Wisconsin
$753K -$648K -26,359 -47%
ACA
327
Aptus Capital Advisors
Alabama
$739K +$657K +26,738 +1,063%
FWM
328
FFT Wealth Management
Pennsylvania
$732K -$7.46M -303,756 -91%
GRP
329
Global Retirement Partners
California
$732K -$30.6K -1,246 -4%
SPC
330
Sigma Planning Corp
Michigan
$730K +$710K +28,896 New
CPL
331
CAP Partners LLC
Tennessee
$727K -$368K -14,978 -34%
ADL
332
Asset Dedication LLC
California
$722K +$9.34K +380 +1%
EFG
333
Everhart Financial Group
Ohio
$719K -$86K -3,501 -11%
Baird Financial Group
334
Baird Financial Group
Wisconsin
$711K -$138K -5,609 -17%
BWP
335
BSW Wealth Partners
Colorado
$677K -$73.2K -2,979 -10%
Lido Advisors
336
Lido Advisors
California
$665K +$647K +26,344 New
SWM
337
Schwallier Wealth Management
Michigan
$665K +$63.6K +2,590 +11%
JFGLC
338
Johnson Financial Group LLC (Colorado)
Colorado
$664K -$748K -30,451 -54%
CA
339
CoreCap Advisors
Michigan
$662K +$644K +26,200 New
William Blair & Company
340
William Blair & Company
Illinois
$654K +$7.67K +312 +1%
TC
341
TownSquare Capital
Utah
$650K +$433K +17,621 +217%
APG
342
Abacus Planning Group
South Carolina
$647K -$5.68K -231 -0.9%
GSIS
343
Global Strategic Investment Solutions
Arizona
$642K -$35.4K -1,440 -5%
JC
344
Jentner Corp
Ohio
$636K -$23.6K -960 -4%
CBFP
345
Cedar Brook Financial Partners
Ohio
$635K -$9.39K -382 -1%
AIP
346
Ameritas Investment Partners
Nebraska
$633K -$12.5K -509 -2%
CMBA
347
C.M. Bidwell & Associates
Hawaii
$631K +$98 +4 +0%
RPGK
348
Retirement Planning Group (Kansas)
Kansas
$631K +$43.2K +1,759 +8%
FWM
349
Fonville Wealth Management
Virginia
$625K -$9.8K -399 -2%
KA
350
Kearns & Associates
California
$622K +$44.1K +1,794 +8%

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.