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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
SPC
351
Sigma Planning Corp
Michigan
$675K -$54.3K -1,922 -7%
KA
352
Kearns & Associates
California
$672K
CPL
353
CAP Partners LLC
Tennessee
$663K -$3.05K -108 -0.4%
FWM
354
Fonville Wealth Management
Virginia
$654K -$1.3K -46 -0.2%
GSWM
355
Golden State Wealth Management
California
$652K +$692K +24,500 New
Goldman Sachs
356
Goldman Sachs
New York
$648K -$188K -6,666 -22%
AIP
357
Ameritas Investment Partners
Nebraska
$647K +$7.26K +257 +1%
GSIS
358
Global Strategic Investment Solutions
Arizona
$642K -$42.8K -1,515 -6%
AWA
359
Alaska Wealth Advisors
Alaska
$642K +$31K +1,099 +5%
SHGA
360
Sand Hill Global Advisors
California
$638K -$248K -8,776 -27%
GFG
361
Goldstone Financial Group
Illinois
$625K +$404K +14,315 +156%
APG
362
Abacus Planning Group
South Carolina
$622K -$12.1K -430 -2%
BCI
363
Brinker Capital Investments
Pennsylvania
$618K +$142K +5,026 +28%
OPS
364
Orion Portfolio Solutions
Nebraska
$618K +$142K +5,026 +28%
AV
365
Aspiring Ventures
Ohio
$613K +$651K +23,059 New
MA
366
MCF Advisors
Kentucky
$613K +$11.5K +409 +2%
William Blair & Company
367
William Blair & Company
Illinois
$606K +$3.11K +110 +0.5%
AIM
368
Aspen Investment Management
Michigan
$605K -$7.31K -259 -1%
First Manhattan
369
First Manhattan
New York
$605K -$23.9K -845 -4%
GT
370
Glenmede Trust
Pennsylvania
$593K
BCM
371
Bourgeon Capital Management
Connecticut
$592K +$16.3K +579 +3%
DI
372
Disciplined Investors
Texas
$590K +$645K +22,852 New
BWP
373
Balboa Wealth Partners
Arizona
$579K +$123K +4,344 +25%
DFC
374
DBK Financial Counsel
Ohio
$579K
SL
375
Sentinus LLC
Illinois
$578K -$745K -26,399 -55%

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.