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Schwab Emerging Markets Equity ETF

727 hedge funds and large institutions have $4.09B invested in Schwab Emerging Markets Equity ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 261 increasing their positions, 305 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,517% more call options, than puts

Call options by funds: $817K | Put options by funds: $6K

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

1% more funds holding

Funds holding: 721727 (+6)

14% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 305

28.88% less ownership

Funds ownership: 70.96%42.08% (-29%)

35% less capital invested

Capital invested by funds: $6.28B → $4.09B (-$2.18B)

Holders
727
Holders Change
+6
Holders Change %
+0.83%
% of All Funds
10.44%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.47%
New
54
Increased
261
Reduced
305
Closed
39
Calls
$817K
Puts
$6K
Net Calls
+$811K
Net Calls Change
+$450K
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
451
Strategic Financial Concepts
Texas
$408K -$9.47M -349,885 -96%
IAP
452
Indie Asset Partners
Indiana
$408K +$379K +13,997 New
EAM
453
Evanson Asset Management
California
$402K +$53.9K +1,990 +17%
SWM
454
Spire Wealth Management
Virginia
$401K -$650 -24 -0.2%
AA
455
Ancora Advisors
Ohio
$397K -$6.93K -256 -2%
SPL
456
Smart Portfolios LLC
Washington
$396K
GWA
457
Geometric Wealth Advisors
District of Columbia
$396K +$108 +4 +0%
Wealthfront Advisers
458
Wealthfront Advisers
California
$394K +$12.1K +446 +3%
WFA
459
Wade Financial Advisory
California
$394K -$15.5K -572 -4%
PFA
460
Pure Financial Advisors
California
$389K -$18.1K -669 -5%
FFA
461
Farther Finance Advisors
California
$387K -$103K -3,795 -22%
RBC
462
Roble Belko & Company
Pennsylvania
$384K -$839 -31 -0.2%
JIR
463
James Investment Research
Ohio
$380K
CIAS
464
Capital Investment Advisory Services
North Carolina
$380K +$44.9K +1,657 +15%
BWP
465
BSW Wealth Partners
Colorado
$376K -$57.1K -2,110 -14%
BL
466
BFSG LLC
California
$375K +$325 +12 +0.1%
MCWS
467
McKinley Carter Wealth Services
West Virginia
$375K +$20.8K +768 +6%
SCM
468
SOL Capital Management
Maryland
$375K -$3.52K -130 -1%
EWA
469
Exencial Wealth Advisors
Oklahoma
$372K -$18.4K -680 -5%
AR
470
Apeiron RIA
Texas
$371K
SA
471
Sunesis Advisors
Kansas
$371K
SAM
472
Smithbridge Asset Management
Pennsylvania
$369K -$839 -31 -0.2%
VFA
473
Valeo Financial Advisors
Indiana
$369K -$3.11K -115 -0.9%
RPGK
474
Retirement Planning Group (Kansas)
Kansas
$364K -$36.4K -1,346 -10%
DAS
475
Dynamic Advisor Solutions
Arizona
$363K +$113K +4,168 +50%

SCHE Hedge Fund Activity: Q3 2024 in Review

727 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q3 2024, worth a combined $4.09B — down 35% from $6.28B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SCHE positions and 39 closed out — a net gain of 15 holders — while 261 added to existing stakes and 305 trimmed.

The largest buyer was US Bancorp, adding an estimated $102M. The largest seller was Charles Schwab, exiting entirely with an estimated $2.63B sold.

  • 727 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q3 2024, up from 721 in Q2 2024.
  • Funds reported $4.09B of Schwab Emerging Markets Equity ETF stock for Q3 2024, down 35% quarter-over-quarter.
  • 54 funds opened new Schwab Emerging Markets Equity ETF positions in Q3 2024 and 39 closed out, a net change of +15 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q3 2024 was US Bancorp, an estimated $102M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q3 2024 was Charles Schwab, an estimated $2.63B sold.

Based on aggregated 13F filings for Q3 2024.