We are live on ! Find out more
SCHE icon

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
ATWA
451
Arbor Trust Wealth Advisors
Michigan
$396K -$28.9K -1,025 -6%
SSWM
452
Sheets Smith Wealth Management
North Carolina
$396K +$10.2K +361 +2%
AAS
453
Ameritas Advisory Services
Nebraska
$396K +$157K +5,562 +60%
YIH
454
Y-Intercept (HK)
Hong Kong
$394K -$2.43M -85,907 -85%
OCM
455
Objective Capital Management
Ohio
$392K -$21.6K -765 -5%
Lido Advisors
456
Lido Advisors
California
$392K -$86K -3,045 -17%
RCAG
457
Rehmann Capital Advisory Group
Michigan
$391K
RPGK
458
Retirement Planning Group (Kansas)
Kansas
$390K +$61.4K +2,174 +17%
VAF
459
Values Added Financial
District of Columbia
$386K -$1.16K -41 -0.3%
BTWM
460
Brass Tax Wealth Management
Ohio
$386K -$326K -11,540 -44%
IWM
461
IHT Wealth Management
Illinois
$385K -$128K -4,541 -24%
GWA
462
Geometric Wealth Advisors
District of Columbia
$380K +$20.6K +731 +5%
SFS
463
Summit Financial Strategies
Ohio
$380K -$988 -35 -0.2%
EAM
464
Evanson Asset Management
California
$374K +$7.37K +261 +2%
CAL
465
Capital Advisors Ltd
Ohio
$374K -$25.8K -914 -6%
IAP
466
Indie Asset Partners
Indiana
$372K -$706 -25 -0.2%
IAN
467
Integrated Advisors Network
Texas
$371K -$5.08K -180 -1%
PAS
468
Park Avenue Securities
New York
$371K +$99.1K +3,509 +34%
SPL
469
Smart Portfolios LLC
Washington
$362K
APP
470
Avantax Planning Partners
Iowa
$354K -$147K -5,216 -28%
PFA
471
Pure Financial Advisors
California
$353K -$1.95K -69 -0.5%
SFC
472
Strategic Financial Concepts
Texas
$352K -$21.6K -766 -5%
YIM
473
Yoffe Investment Management
Pennsylvania
$352K +$373K +13,228 New
OFS
474
Oldfather Financial Services
Nebraska
$351K +$25.4K +899 +7%
RBC
475
Roble Belko & Company
Pennsylvania
$351K +$678 +24 +0.2%

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.