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Schwab Emerging Markets Equity ETF

721 hedge funds and large institutions have $6.28B invested in Schwab Emerging Markets Equity ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 222 increasing their positions, 317 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

6% more capital invested

Capital invested by funds: $5.94B → $6.28B (+$335M)

1.05% more ownership

Funds ownership: 69.91%70.96% (+1.1%)

6% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 52

1% less funds holding

Funds holding: 727721 (-6)

30% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 317

Holders
721
Holders Change
-6
Holders Change %
-0.83%
% of All Funds
10.41%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.4%
New
55
Increased
222
Reduced
317
Closed
52
Calls
$361K
Puts
Net Calls
+$361K
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
326
Global Retirement Partners
California
$805K +$34.8K +1,336 +5%
FPAS
327
Focus Partners Advisor Solutions
Missouri
$803K -$144K -5,541 -15%
FAM
328
Frontier Asset Management
Wyoming
$799K -$9.04K -347 -1%
SWM
329
Schwallier Wealth Management
Michigan
$791K +$89.6K +3,437 +13%
WAM
330
Worth Asset Management
Texas
$785K +$771K +29,570 New
AIS
331
American Investment Services
Massachusetts
$785K -$23.6K -906 -3%
EFP
332
Elser Financial Planning
Indiana
$773K +$759K +29,102 New
ADL
333
Asset Dedication LLC
California
$767K +$11.2K +430 +2%
APP
334
Avantax Planning Partners
Iowa
$748K -$1.29M -49,594 -64%
ACA
335
Aptus Capital Advisors
Alabama
$722K -$53.5K -2,053 -7%
SPC
336
Sigma Planning Corp
Michigan
$716K -$50.5K -1,938 -7%
FWM
337
FFT Wealth Management
Pennsylvania
$703K -$66.1K -2,538 -9%
FVIM
338
Fort Vancouver Investment Management
Washington
$701K +$688K +26,389 New
Baird Financial Group
339
Baird Financial Group
Wisconsin
$699K -$47.1K -1,809 -6%
JFGLC
340
Johnson Financial Group LLC (Colorado)
Colorado
$698K
LWM
341
Lyell Wealth Management
California
$697K +$684K +26,250 New
EFG
342
Everhart Financial Group
Ohio
$689K -$66.2K -2,540 -9%
CMBA
343
C.M. Bidwell & Associates
Hawaii
$680K +$15.6K +599 +2%
GSIS
344
Global Strategic Investment Solutions
Arizona
$675K -$1.12K -43 -0.2%
PSCM
345
Per Stirling Capital Management
Texas
$671K +$196K +7,525 +42%
KA
346
Kearns & Associates
California
$670K +$15.4K +589 +2%
William Blair & Company
347
William Blair & Company
Illinois
$667K -$20.8K -798 -3%
OA
348
Operose Advisors
Wisconsin
$665K -$125K -4,813 -16%
FWM
349
Fonville Wealth Management
Virginia
$658K -$26 -1 -0%
OCM
350
One Capital Management
California
$656K +$176K +6,737 +38%

SCHE Hedge Fund Activity: Q2 2024 in Review

721 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2024, worth a combined $6.28B — up 5.6% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SCHE positions and 52 closed out — a net gain of 3 holders — while 222 added to existing stakes and 317 trimmed.

The largest buyer was Charles Schwab, adding an estimated $2.27B. The largest seller was Jane Street, cutting an estimated $64M.

  • 721 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2024, down from 727 in Q1 2024.
  • Funds reported $6.28B of Schwab Emerging Markets Equity ETF stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 55 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2024 and 52 closed out, a net change of +3 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2024 was Charles Schwab, an estimated $2.27B added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2024 was Jane Street, an estimated $64M sold.

Based on aggregated 13F filings for Q2 2024.