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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
CPIG
376
Chicago Partners Investment Group
Illinois
$587K +$6.82K +252 +1%
AWM
377
Abound Wealth Management
Tennessee
$586K +$14.2K +525 +3%
FA
378
FF Advisors
California
$584K +$97K +3,585 +22%
OCM
379
One Capital Management
California
$583K -$127K -4,703 -19%
AFG
380
Atomi Financial Group
New York
$583K -$14.8K -546 -3%
VFIC
381
Valley Forge Investment Consultants
Pennsylvania
$581K +$974 +36 +0.2%
EK
382
Evensky & Katz
Florida
$580K -$244 -9 -0%
TWP
383
Tempus Wealth Planning
California
$578K -$3.3K -122 -0.6%
CWM
384
Congress Wealth Management
Massachusetts
$572K -$18.1K -668 -3%
DWT
385
Dorsey & Whitney Trust
South Dakota
$572K
S
386
SignatureFD
Georgia
$569K +$23.6K +873 +5%
CWA
387
Clearview Wealth Advisors
Oregon
$568K +$62K +2,291 +13%
SIM
388
Sterling Investment Management
Arizona
$568K +$8.85K +327 +2%
FWM
389
FFT Wealth Management
Pennsylvania
$558K -$199K -7,341 -28%
IWM
390
IHT Wealth Management
Illinois
$556K +$68.3K +2,524 +15%
FA
391
FC Advisory
Pennsylvania
$555K +$40.2K +1,485 +8%
AWA
392
Arete Wealth Advisors
Illinois
$554K -$932K -34,440 -64%
BBW
393
Blue Barn Wealth
Utah
$550K -$11.3K -416 -2%
WBCM
394
Wilson & Boucher Capital Management
California
$548K -$8.12K -300 -2%
SAM
395
SignalPoint Asset Management
Missouri
$542K +$7.31K +270 +1%
APP
396
Avantax Planning Partners
Iowa
$540K -$261K -9,655 -34%
S
397
Sachetta
Massachusetts
$538K -$82.3K -3,041 -14%
CCG
398
Coastwise Capital Group
California
$536K +$8.01K +296 +2%
SC
399
Schoolcraft Capital
Colorado
$531K -$1.08K -40 -0.2%
BCI
400
Brinker Capital Investments
Pennsylvania
$530K +$84.3K +3,116 +21%

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.