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Schwab Emerging Markets Equity ETF

727 hedge funds and large institutions have $4.09B invested in Schwab Emerging Markets Equity ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 261 increasing their positions, 305 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,517% more call options, than puts

Call options by funds: $817K | Put options by funds: $6K

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

1% more funds holding

Funds holding: 721727 (+6)

14% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 305

28.88% less ownership

Funds ownership: 70.96%42.08% (-29%)

35% less capital invested

Capital invested by funds: $6.28B → $4.09B (-$2.18B)

Holders
727
Holders Change
+6
Holders Change %
+0.83%
% of All Funds
10.44%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.47%
New
54
Increased
261
Reduced
305
Closed
39
Calls
$817K
Puts
$6K
Net Calls
+$811K
Net Calls Change
+$450K
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
351
Natixis Advisors
Massachusetts
$679K -$16K -592 -2%
AWA
352
Alaska Wealth Advisors
Alaska
$672K -$8.47K -313 -1%
AIM
353
Aspen Investment Management
Michigan
$670K +$1.92K +71 +0.3%
William Blair & Company
354
William Blair & Company
Illinois
$661K -$67K -2,474 -10%
MA
355
MCF Advisors
Kentucky
$660K -$37.1K -1,371 -6%
WP
356
WealthPLAN Partners
Nebraska
$657K -$10.6K -392 -2%
JC
357
Jentner Corp
Ohio
$656K -$44.5K -1,643 -7%
GT
358
Glenmede Trust
Pennsylvania
$649K
Northern Trust
359
Northern Trust
Illinois
$636K -$349K -12,890 -37%
DFC
360
DBK Financial Counsel
Ohio
$634K
BCM
361
Bourgeon Capital Management
Connecticut
$632K +$28.9K +1,067 +5%
RWM
362
Reston Wealth Management
Virginia
$631K -$2.09M -77,174 -78%
MHR
363
Matthew Hamilton Rosenberg
$630K -$3.03K -112 -0.5%
SB
364
Strategic Blueprint
Georgia
$624K +$579K +21,384 New
Brown Advisory
365
Brown Advisory
Maryland
$620K
CP
366
Capital Planning
Washington
$620K +$346K +12,771 +150%
IA
367
IFP Advisors
Florida
$617K +$250K +9,234 +77%
OA
368
Operose Advisors
Wisconsin
$611K -$110K -4,078 -16%
HWA
369
HHM Wealth Advisors
Tennessee
$609K -$12.4K -457 -2%
PTC
370
Private Trust Company
Ohio
$603K -$60K -2,216 -10%
FWP
371
Falcon Wealth Planning
California
$600K -$38.6K -1,427 -6%
TC
372
Tenret Company
Florida
$597K
CB
373
Commerce Bank
Missouri
$597K -$299K -11,053 -35%
BWA
374
Bordeaux Wealth Advisors
California
$591K +$548K +20,263 New
MCM
375
Mendel Capital Management
Arkansas
$588K -$4.28K -158 -0.8%

SCHE Hedge Fund Activity: Q3 2024 in Review

727 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q3 2024, worth a combined $4.09B — down 35% from $6.28B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SCHE positions and 39 closed out — a net gain of 15 holders — while 261 added to existing stakes and 305 trimmed.

The largest buyer was US Bancorp, adding an estimated $102M. The largest seller was Charles Schwab, exiting entirely with an estimated $2.63B sold.

  • 727 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q3 2024, up from 721 in Q2 2024.
  • Funds reported $4.09B of Schwab Emerging Markets Equity ETF stock for Q3 2024, down 35% quarter-over-quarter.
  • 54 funds opened new Schwab Emerging Markets Equity ETF positions in Q3 2024 and 39 closed out, a net change of +15 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q3 2024 was US Bancorp, an estimated $102M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q3 2024 was Charles Schwab, an estimated $2.63B sold.

Based on aggregated 13F filings for Q3 2024.