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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
PA
426
Procyon Advisors
Connecticut
$446K +$32.4K +1,148 +7%
CCA
427
Clarity Capital Advisors
Florida
$444K +$13K +461 +3%
KNFPWM
428
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$443K -$10.2K -360 -2%
SAM
429
SignalPoint Asset Management
Missouri
$442K -$50.9K -1,802 -10%
MWM
430
Meridian Wealth Management
Kentucky
$439K +$1.92K +68 +0.4%
WFA
431
Wade Financial Advisory
California
$433K +$78.2K +2,770 +21%
CTWM
432
Cherry Tree Wealth Management
Minnesota
$432K +$3.61K +128 +0.8%
CIAS
433
Capital Investment Advisory Services
North Carolina
$431K +$89.7K +3,178 +24%
ACA
434
Atlas Capital Advisors
Wyoming
$431K +$5.67K +201 +1%
MWA
435
Motive Wealth Advisors
Michigan
$425K
EWM
436
Evermay Wealth Management
Virginia
$414K +$932 +33 +0.2%
VAMG
437
Voisard Asset Management Group
Michigan
$413K -$557K -19,745 -56%
VWA
438
Valued Wealth Advisors
Utah
$411K +$113K +4,010 +35%
CWG
439
Cornerstone Wealth Group
North Carolina
$410K +$24.1K +852 +6%
CCWM
440
Cassaday & Co Wealth Management
Virginia
$409K +$434K +15,373 New
EFS
441
Econ Financial Services
Pennsylvania
$409K -$24.9K -883 -5%
Wealthfront Advisers
442
Wealthfront Advisers
California
$409K +$51.8K +1,836 +14%
SIC
443
Salem Investment Counselors
North Carolina
$406K +$10.4K +370 +2%
CAG
444
Curtis Advisory Group
California
$406K +$6.24K +221 +1%
HCA
445
Horan Capital Advisors
Ohio
$406K -$21K -745 -5%
GCA
446
Gradient Capital Advisors
California
$403K +$7.28K +258 +2%
FVWA
447
Foster Victor Wealth Advisors
South Carolina
$400K +$1.55K +55 +0.4%
SP
448
SWS Partners
Ohio
$399K -$42.1K -1,492 -9%
SWM
449
Spire Wealth Management
Virginia
$398K +$33.4K +1,183 +9%
SWA
450
Stratos Wealth Advisors
Ohio
$397K +$12.8K +455 +3%

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.