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Schwab Emerging Markets Equity ETF

721 hedge funds and large institutions have $6.28B invested in Schwab Emerging Markets Equity ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 222 increasing their positions, 317 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

6% more capital invested

Capital invested by funds: $5.94B → $6.28B (+$335M)

1.05% more ownership

Funds ownership: 69.91%70.96% (+1.1%)

6% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 52

1% less funds holding

Funds holding: 727721 (-6)

30% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 317

Holders
721
Holders Change
-6
Holders Change %
-0.83%
% of All Funds
10.41%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.4%
New
55
Increased
222
Reduced
317
Closed
52
Calls
$361K
Puts
Net Calls
+$361K
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
451
Retirement Planning Group (Kansas)
Kansas
$367K -$291K -11,166 -45%
AA
452
Alesco Advisors
New York
$366K -$61.6K -2,365 -15%
SWM
453
Spire Wealth Management
Virginia
$366K -$25.9K -992 -7%
SPL
454
Smart Portfolios LLC
Washington
$361K +$9.77K +375 +3%
GWA
455
Geometric Wealth Advisors
District of Columbia
$360K
EWA
456
Exencial Wealth Advisors
Oklahoma
$356K -$35.9K -1,377 -9%
RBC
457
Roble Belko & Company
Pennsylvania
$350K -$230K -8,814 -40%
SI
458
SimpliFi Inc
California
$348K +$31.6K +1,211 +10%
Wealthfront Advisers
459
Wealthfront Advisers
California
$347K +$12.7K +489 +4%
JIR
460
James Investment Research
Ohio
$346K -$5.21K -200 -2%
SCM
461
SOL Capital Management
Maryland
$345K -$18.6K -714 -5%
BL
462
BFSG LLC
California
$341K -$116K -4,439 -26%
VFA
463
Valeo Financial Advisors
Indiana
$339K +$3.52K +135 +1%
AR
464
Apeiron RIA
Texas
$338K +$6.52K +250 +2%
SA
465
Sunesis Advisors
Kansas
$337K
SAM
466
Smithbridge Asset Management
Pennsylvania
$337K -$27.7K -1,063 -8%
PAS
467
Park Avenue Securities
New York
$333K -$13.4K -515 -4%
IF
468
Ironwood Financial
Arizona
$327K
MFC
469
Morris Financial Concepts
South Carolina
$326K -$14.8K -566 -4%
RPSA
470
Richard P. Slaughter Associates
Texas
$325K +$42.7K +1,637 +15%
MCWS
471
McKinley Carter Wealth Services
West Virginia
$321K +$2.27K +87 +0.7%
AT
472
Arlington Trust
Alabama
$320K +$78.2K +3,000 +33%
OFS
473
Oldfather Financial Services
Nebraska
$319K +$1.25K +48 +0.4%
AAS
474
Ameritas Advisory Services
Nebraska
$319K -$11.9K -458 -4%
RCM
475
Richardson Capital Management
Wisconsin
$318K

SCHE Hedge Fund Activity: Q2 2024 in Review

721 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2024, worth a combined $6.28B — up 5.6% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SCHE positions and 52 closed out — a net gain of 3 holders — while 222 added to existing stakes and 317 trimmed.

The largest buyer was Charles Schwab, adding an estimated $2.27B. The largest seller was Jane Street, cutting an estimated $64M.

  • 721 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2024, down from 727 in Q1 2024.
  • Funds reported $6.28B of Schwab Emerging Markets Equity ETF stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 55 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2024 and 52 closed out, a net change of +3 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2024 was Charles Schwab, an estimated $2.27B added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2024 was Jane Street, an estimated $64M sold.

Based on aggregated 13F filings for Q2 2024.