We are live on ! Find out more
SCHE icon

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
SQA
501
Simon Quick Advisors
New Jersey
$266K -$197 -8 -0.1%
GAM
502
Gould Asset Management
California
$266K -$133K -5,420 -34%
LNC
503
Lincoln National Corp
Pennsylvania
$265K -$6.73K -274 -3%
TNA
504
True North Advisors
Texas
$258K -$64.1K -2,607 -20%
IA
505
IFP Advisors
Florida
$257K -$165K -6,707 -40%
PA
506
Parkside Advisors
California
$256K +$249K +10,142 New
SFG
507
Sage Financial Group
Pennsylvania
$256K -$11.9K -485 -5%
PS
508
Principal Securities
Iowa
$255K +$69.5K +2,830 +39%
SIC
509
Salem Investment Counselors
North Carolina
$252K -$32K -1,304 -12%
WTA
510
Washington Trust Advisors
Massachusetts
$252K -$56.3K -2,291 -19%
Fifth Third Bancorp
511
Fifth Third Bancorp
Ohio
$252K -$64.5K -2,626 -21%
Fisher Asset Management
512
Fisher Asset Management
Washington
$251K +$244K +9,939 New
SP
513
Successful Portfolios
Florida
$251K -$28.6K -1,163 -10%
ATC
514
Argent Trust Co
Tennessee
$249K
RWM
515
Ritholtz Wealth Management
New York
$248K -$71.6K -2,913 -23%
GCP
516
Gill Capital Partners
Colorado
$244K +$24.1K +979 +11%
PWG
517
Portside Wealth Group
Utah
$239K +$233K +9,473 New
EAM
518
Empirical Asset Management
Massachusetts
$238K +$7.94K +323 +4%
WIM
519
Warwick Investment Management
Texas
$237K +$16.5K +673 +8%
PWA
520
Physician Wealth Advisors
Utah
$237K
NF
521
Nikulski Financial
Iowa
$237K -$87.6K -3,565 -28%
SF
522
Schaeffer Financial
Maryland
$236K -$19.2K -781 -8%
CWM
523
Connecticut Wealth Management
Connecticut
$236K +$2.65K +108 +1%
CI
524
Cordant Inc
Oregon
$233K
LIWM
525
Long Island Wealth Management
New York
$232K +$25 +1 +0%

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.