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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
FPAS
376
Focus Partners Advisor Solutions
Missouri
$576K -$187K -6,620 -23%
PS
377
Principal Securities
Iowa
$570K -$58.2K -2,063 -9%
CWM
378
Congress Wealth Management
Massachusetts
$567K +$47.4K +1,680 +9%
Brown Advisory
379
Brown Advisory
Maryland
$566K
SEI Investments
380
SEI Investments
Pennsylvania
$563K +$125K +4,434 +27%
JC
381
Jentner Corp
Ohio
$561K -$40.6K -1,439 -6%
VFIC
382
Valley Forge Investment Consultants
Pennsylvania
$558K +$29.5K +1,045 +5%
IA
383
IFP Advisors
Florida
$552K -$12.6K -445 -2%
FWP
384
Falcon Wealth Planning
California
$548K
FA
385
FF Advisors
California
$547K
TC
386
Tenret Company
Florida
$545K
TWP
387
Tempus Wealth Planning
California
$542K +$15.6K +554 +3%
CB
388
Commerce Bank
Missouri
$541K -$3.47K -123 -0.6%
EK
389
Evensky & Katz
Florida
$538K +$8.98K +318 +2%
TSS
390
Two Sigma Securities
New York
$536K +$245K +8,692 +76%
AWMM
391
Aegis Wealth Management (Maryland)
Maryland
$535K +$567K +20,085 New
CWA
392
Clearview Wealth Advisors
Oregon
$530K +$12.3K +434 +2%
RF
393
RHS Financial
California
$529K -$125K -4,410 -18%
CAG
394
Csenge Advisory Group
Florida
$528K +$140K +4,948 +33%
SAI
395
Savvy Advisors Inc
New York
$528K +$93K +3,293 +20%
MHR
396
Matthew Hamilton Rosenberg
$522K -$56.4K -1,996 -9%
DWT
397
Dorsey & Whitney Trust
South Dakota
$522K
DPI
398
Diversified Portfolios Inc
Michigan
$506K +$76.3K +2,702 +17%
AWM
399
Abound Wealth Management
Tennessee
$506K -$29.8K -1,054 -5%
WIM
400
WealthPlan Investment Management
Nebraska
$504K +$535K +18,939 New

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.