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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
NB
426
Nicolet Bankshares
Wisconsin
$393K
IWM
427
IHT Wealth Management
Illinois
$392K -$14.9K -607 -4%
LP
428
LGL Partners
Pennsylvania
$391K
RCAG
429
Rehmann Capital Advisory Group
Michigan
$390K +$13.3K +541 +4%
WFA
430
Wade Financial Advisory
California
$390K -$66.2K -2,696 -15%
SAI
431
Savvy Advisors Inc
New York
$385K +$75.4K +3,070 +25%
SFS
432
Summit Financial Strategies
Ohio
$381K +$6.68K +272 +2%
SAM
433
SignalPoint Asset Management
Missouri
$381K -$10.9K -442 -3%
PCMC
434
Private Capital Management (Colorado)
Colorado
$380K -$33.8K -1,374 -8%
S
435
SignatureFD
Georgia
$379K +$5.7K +232 +2%
BCI
436
Brinker Capital Investments
Pennsylvania
$378K +$78.7K +3,203 +27%
OPS
437
Orion Portfolio Solutions
Nebraska
$378K +$78.7K +3,203 +27%
FFA
438
Farther Finance Advisors
California
$378K -$329K -13,390 -47%
EWA
439
Exencial Wealth Advisors
Oklahoma
$373K -$4.99K -203 -1%
SWM
440
Spire Wealth Management
Virginia
$373K +$54.2K +2,204 +18%
CWG
441
Cornerstone Wealth Group
North Carolina
$372K +$362K +14,716 New
IAN
442
Integrated Advisors Network
Texas
$370K -$16.3K -663 -4%
SSWM
443
Sheets Smith Wealth Management
North Carolina
$365K -$4.21M -171,136 -92%
CAG
444
Curtis Advisory Group
California
$364K -$12.3K -499 -3%
PCA
445
Prosperity Capital Advisors
Ohio
$361K +$47.3K +1,923 +16%
DPI
446
Diversified Portfolios Inc
Michigan
$356K +$10.1K +412 +3%
CAG
447
Csenge Advisory Group
Florida
$356K -$13.7K -558 -4%
SEI Investments
448
SEI Investments
Pennsylvania
$355K +$12.3K +501 +4%
PFA
449
Pure Financial Advisors
California
$354K -$28.8K -1,173 -8%
AA
450
Ancora Advisors
Ohio
$353K -$26.4K -1,073 -7%

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.