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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
AFA
401
Avant Financial Advisors
Texas
$504K +$535K +18,939 New
FA
402
FC Advisory
Pennsylvania
$501K -$6.18K -219 -1%
CCG
403
Coastwise Capital Group
California
$498K +$9.57K +339 +2%
BBW
404
Blue Barn Wealth
Utah
$498K -$4.21K -149 -0.8%
BL
405
BCWM LLC
Kansas
$495K +$524K +18,573 New
S
406
Sachetta
Massachusetts
$490K -$480 -17 -0.1%
SC
407
Schoolcraft Capital
Colorado
$484K -$678 -24 -0.1%
TC
408
TownSquare Capital
Utah
$483K -$259K -9,176 -34%
EGWAG
409
Elwood & Goetz Wealth Advisory Group
Georgia
$481K +$6.13K +217 +1%
OCM
410
One Capital Management
California
$480K -$55.1K -1,951 -10%
S
411
SignatureFD
Georgia
$479K -$42.5K -1,507 -8%
AWA
412
Arete Wealth Advisors
Illinois
$478K -$30K -1,064 -6%
WBCM
413
Wilson & Boucher Capital Management
California
$477K -$25.1K -889 -5%
BP
414
BWM Planning
Texas
$475K
OA
415
Operose Advisors
Wisconsin
$471K -$92.3K -3,269 -16%
BCM
416
Brookstone Capital Management
Illinois
$470K +$339 +12 +0.1%
MAS
417
Meeder Advisory Services
Ohio
$469K +$37.7K +1,336 +8%
ASN
418
Advisory Services Network
Georgia
$465K +$185K +6,544 +60%
CCM
419
Coldstream Capital Management
Washington
$461K -$452 -16 -0.1%
AWM
420
Act Wealth Management
Texas
$459K -$16.8K -596 -3%
LFA
421
Laraway Financial Advisors
Minnesota
$458K -$14.1K -499 -3%
MA
422
Modus Advisors
Minnesota
$452K -$15.1K -535 -3%
ONB
423
Old National Bancorp
Indiana
$448K +$16.4K +580 +4%
BBPWM
424
Blue Bell Private Wealth Management
Pennsylvania
$448K -$3.08K -109 -0.6%
AIM
425
Acropolis Investment Management
Missouri
$447K +$226 +8 +0%

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.