We are live on ! Find out more
SCHE icon

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
SWA
451
Stratos Wealth Advisors
Ohio
$349K +$29.5K +1,199 +9%
OCM
452
Objective Capital Management
Ohio
$348K +$37K +1,507 +12%
SAM
453
Smithbridge Asset Management
Pennsylvania
$347K -$447K -18,196 -57%
SCM
454
SOL Capital Management
Maryland
$346K -$171K -6,950 -34%
GWA
455
Geometric Wealth Advisors
District of Columbia
$342K +$13.6K +552 +4%
JIR
456
James Investment Research
Ohio
$334K -$13K -529 -4%
SPL
457
Smart Portfolios LLC
Washington
$333K +$324K +13,205 New
FCH
458
Freestone Capital Holdings
Washington
$333K +$324K +13,175 New
PAS
459
Park Avenue Securities
New York
$330K -$3.54K -144 -1%
WIA
460
World Investment Advisors
California
$326K -$35.8K -1,457 -10%
MFC
461
Morris Financial Concepts
South Carolina
$324K -$24.2K -983 -7%
AAS
462
Ameritas Advisory Services
Nebraska
$323K +$306K +12,460 New
SA
463
Sunesis Advisors
Kansas
$321K -$1.03M -41,776 -77%
VFA
464
Valeo Financial Advisors
Indiana
$318K +$4.62K +188 +2%
Wealthfront Advisers
465
Wealthfront Advisers
California
$317K +$58.5K +2,382 +23%
AIM
466
Acropolis Investment Management
Missouri
$316K
AR
467
Apeiron RIA
Texas
$315K +$20.5K +834 +7%
Empower Advisory Group
468
Empower Advisory Group
Colorado
$313K -$88.4K -3,596 -22%
FTS
469
Fifth Third Securities
Ohio
$311K -$45.1K -1,837 -13%
IF
470
Ironwood Financial
Arizona
$311K -$25 -1 -0%
KPWS
471
Kestra Private Wealth Services
Texas
$308K -$18K -734 -6%
PK
472
Pflug Koory
Nebraska
$304K
MCWS
473
McKinley Carter Wealth Services
West Virginia
$303K -$3.86K -157 -1%
RCM
474
Richardson Capital Management
Wisconsin
$303K +$114K +4,644 +63%
BlackRock
475
BlackRock
New York
$303K +$294K +11,980 +1,198,000%

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.