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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
CCG
376
Coastwise Capital Group
California
$527K -$37.1K -1,511 -7%
MCM
377
Mendel Capital Management
Arkansas
$527K
BJL
378
Brighton Jones LLC
Washington
$523K +$5.48K +223 +1%
CB
379
Commerce Bank
Missouri
$516K +$191K +7,763 +61%
Northern Trust
380
Northern Trust
Illinois
$513K -$72.1K -2,936 -13%
AWM
381
Abound Wealth Management
Tennessee
$502K -$128K -5,221 -21%
ATWA
382
Arbor Trust Wealth Advisors
Michigan
$501K -$617K -25,107 -56%
TWP
383
Tempus Wealth Planning
California
$501K +$14.7K +597 +3%
CCA
384
Clarity Capital Advisors
Florida
$500K
WF
385
Warner Financial
Maryland
$495K -$3.1K -126 -0.6%
BBW
386
Blue Barn Wealth
Utah
$491K -$26.7K -1,085 -5%
WBCM
387
Wilson & Boucher Capital Management
California
$489K
SFP
388
Sterling Financial Planning
New Jersey
$484K -$15K -609 -3%
SIM
389
Sterling Investment Management
Arizona
$481K +$7.76K +316 +2%
LFA
390
Laraway Financial Advisors
Minnesota
$480K -$11K -449 -2%
BCM
391
Bourgeon Capital Management
Connecticut
$474K +$15.7K +637 +4%
TC
392
Tenret Company
Florida
$469K +$5.9K +240 +1%
EGWAG
393
Elwood & Goetz Wealth Advisory Group
Georgia
$467K -$4.59K -187 -1%
AWM
394
Act Wealth Management
Texas
$467K
FA
395
FC Advisory
Pennsylvania
$465K -$3.51K -143 -0.8%
EK
396
Evensky & Katz
Florida
$465K -$21.7K -883 -5%
ACA
397
Atlas Capital Advisors
Wyoming
$461K +$49.3K +2,006 +12%
CAL
398
Capital Advisors Ltd
Ohio
$460K -$39K -1,589 -8%
HIGP
399
Hill Investment Group Partners
Missouri
$454K +$31.2K +1,269 +8%
MA
400
Modus Advisors
Minnesota
$454K -$74.3K -3,023 -14%

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.