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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
FAM
326
Frontier Asset Management
Wyoming
$825K +$41K +1,452 +5%
FM
327
Foster & Motley
Ohio
$823K -$148K -5,238 -14%
RWM
328
Reston Wealth Management
Virginia
$820K +$259K +9,187 +43%
MMCM
329
Murphy & Mullick Capital Management
New York
$801K +$849K +30,083 New
MFA
330
Morling Financial Advisors
California
$788K -$6.72K -238 -0.8%
AIS
331
American Investment Services
Massachusetts
$785K -$1.61K -57 -0.2%
EFP
332
Elser Financial Planning
Indiana
$783K -$39.7K -1,405 -5%
FCM
333
Firestone Capital Management
Florida
$776K -$26.7K -946 -3%
OFS
334
OneAscent Financial Services
Alabama
$774K +$820K +29,057 New
Baird Financial Group
335
Baird Financial Group
Wisconsin
$772K +$108K +3,823 +15%
GRP
336
Global Retirement Partners
California
$764K -$26.1K -924 -3%
FWM
337
FFT Wealth Management
Pennsylvania
$743K +$248K +8,768 +46%
Northern Trust
338
Northern Trust
Illinois
$737K +$167K +5,911 +27%
B
339
Bensler
Washington
$726K -$73.2K -2,592 -9%
AAS
340
Avantax Advisory Services
Texas
$726K +$28.8K +1,020 +4%
Natixis Advisors
341
Natixis Advisors
Massachusetts
$723K +$109K +3,848 +17%
CPIG
342
Chicago Partners Investment Group
Illinois
$715K +$187K +6,631 +32%
SB
343
Strategic Blueprint
Georgia
$711K +$150K +5,325 +25%
EFG
344
Everhart Financial Group
Ohio
$709K -$11.2K -397 -1%
HWA
345
HHM Wealth Advisors
Tennessee
$701K +$155K +5,473 +26%
LWM
346
Lyell Wealth Management
California
$699K -$4.63K -164 -0.6%
PSCM
347
Per Stirling Capital Management
Texas
$699K +$16.8K +596 +2%
PNC Financial Services Group
348
PNC Financial Services Group
Pennsylvania
$698K +$480 +17 +0.1%
SFP
349
Sterling Financial Planning
New Jersey
$691K +$223K +7,909 +44%
CMBA
350
C.M. Bidwell & Associates
Hawaii
$678K -$18.8K -665 -3%

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.