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Schwab Emerging Markets Equity ETF
SCHE

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: 727 → 758 (+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: 33 → 29 (-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

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$22M
2
Jane Street
Jane Street
New York
+$20.8M
3
SAG
SageView Advisory Group
California
+$17.9M
4
HighTower Advisors
HighTower Advisors
Illinois
+$15.8M
5
Mariner
Mariner
Kansas
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
-$82.6M
2
Creative Planning
Creative Planning
Kansas
-$22.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$15.2M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$14.5M
5
KFC
Klingenstein Fields & Co
New York
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
26
Wealthspire Advisors (New York)
New York
$25M +$1.13M +40,096 +4%
Corient Private Wealth
27
Corient Private Wealth
Florida
$24M -$246K -8,731 -1%
US Bancorp
28
US Bancorp
Minnesota
$23.7M -$82.6M -2,923,974 -77%
Cerity Partners
29
Cerity Partners
New York
$23.2M +$771K +27,301 +3%
BEI
30
Benjamin Edwards Inc
Missouri
$21.2M +$964K +34,152 +4%
OMC
31
Old Mission Capital
Illinois
$20.7M +$22M +778,589 New
Jane Street
32
Jane Street
New York
$19.8M +$20.8M +736,329 +10,534%
HSA
33
HBK Sorce Advisory
Pennsylvania
$19.2M +$4.47M +158,442 +28%
SA
34
Sanctuary Advisors
Indiana
$19.1M +$623K +22,060 +3%
BP
35
Ballentine Partners
Massachusetts
$19.1M -$589K -20,861 -3%
CCA
36
Clearwater Capital Advisors
Illinois
$18.5M +$623K +22,053 +3%
UBS Group
37
UBS Group
Switzerland
$18.2M -$1.16M -41,079 -6%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$17.7M +$276K +9,780 +1%
SCM
39
SCS Capital Management
Massachusetts
$16.1M -$668K -23,667 -4%
EWM
40
Empirical Wealth Management
Washington
$15.7M +$711K +25,170 +4%
CST
41
Charles Schwab Trust
Nevada
$14.9M +$922K +32,664 +6%
SWRP
42
Summit Wealth & Retirement Planning
California
$14.2M +$206K +7,301 +1%
LPL Financial
43
LPL Financial
California
$13.7M +$880K +31,168 +6%
JP Morgan Chase
44
JP Morgan Chase
New York
$13.6M -$502K -17,784 -3%
AWMG
45
Alliance Wealth Management Group
New Jersey
$13.4M +$195K +6,911 +1%
TCM
46
Towercrest Capital Management
Pennsylvania
$13.4M +$195K +6,911 +1%
LSAG
47
Lake Street Advisors Group
New Hampshire
$13.3M -$238K -8,446 -2%
FEG
48
Fund Evaluation Group
Ohio
$13.3M +$4.37M +154,819 +45%
KFC
49
Klingenstein Fields & Co
New York
$13.2M -$14M -497,591 -50%
RDIA
50
RE Dickinson Investment Advisors
Iowa
$12.9M +$229K +8,108 +20%
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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.