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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
RRWA
26
Rainey & Randall Wealth Advisors
Florida
$24.7M +$602K +24,509 +3%
Wells Fargo
27
Wells Fargo
California
$23.8M +$3.75M +152,550 +19%
JFG
28
JMG Financial Group
Illinois
$23.4M +$505K +20,550 +2%
OMC
29
Old Mission Capital
Illinois
$23.1M +$19.6M +798,250 +693%
Corient Private Wealth
30
Corient Private Wealth
Florida
$22.6M +$99K +4,029 +0.5%
WANY
31
Wealthspire Advisors (New York)
New York
$21.9M +$14.9K +605 +0.1%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$19.6M +$2.66M +108,195 +16%
UBS Group
33
UBS Group
Switzerland
$19.2M -$732K -29,795 -4%
BP
34
Ballentine Partners
Massachusetts
$19M -$60.6K -2,468 -0.3%
SCM
35
SCS Capital Management
Massachusetts
$17.8M -$270K -10,981 -2%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$16.5M -$258K -10,480 -2%
CCA
37
Clearwater Capital Advisors
Illinois
$16.3M +$1.04M +42,266 +7%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$16.1M +$2.36M +96,080 +18%
I
39
INVST
Indiana
$15.9M +$901K +36,662 +6%
CAM
40
Cresset Asset Management
Illinois
$15.1M +$367K +14,918 +3%
PCIA
41
Prime Capital Investment Advisors
Kansas
$14.7M +$2.56M +104,065 +22%
HSA
42
HBK Sorce Advisory
Pennsylvania
$14.3M -$2.24M -91,361 -14%
FTUS
43
Flow Traders U.S.
New York
$14.2M +$12M +487,578 +643%
Cerity Partners
44
Cerity Partners
New York
$13.2M -$227M -9,218,309 -95%
AWMG
45
Alliance Wealth Management Group
New Jersey
$12.8M +$547K +22,274 +5%
TCM
46
Towercrest Capital Management
Pennsylvania
$12.8M +$547K +22,274 +5%
EWM
47
Empirical Wealth Management
Washington
$12.4M +$1.22M +49,732 +11%
Osaic Holdings
48
Osaic Holdings
Arizona
$12.3M +$969K +39,451 +9%
SWRP
49
Summit Wealth & Retirement Planning
California
$12.1M +$438K +17,829 +4%
LPL Financial
50
LPL Financial
California
$12M -$671K -27,315 -5%

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.