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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
SSW
501
Stone Summit Wealth
Florida
$311K -$2.17K -80 -0.7%
SIC
502
Sigma Investment Counselors
Michigan
$307K -$3.33K -123 -1%
PS
503
Planned Solutions
California
$307K +$60K +2,218 +27%
PCA
504
Prosperity Capital Advisors
Ohio
$306K -$1.46K -54 -0.5%
TNA
505
True North Advisors
Texas
$306K -$14.1K -520 -5%
EAM
506
Empirical Asset Management
Massachusetts
$305K +$5.93K +219 +2%
CIBC Private Wealth Group
507
CIBC Private Wealth Group
Georgia
$305K -$1.65K -61 -0.6%
PAS
508
Park Avenue Securities
New York
$304K -$57.9K -2,138 -17%
PA
509
Prossimo Advisors
California
$300K
CA
510
Clearstead Advisors
Ohio
$298K -$7.17K -265 -3%
GS
511
GTS Securities
New York
$297K -$348K -12,853 -56%
PCMF
512
Private Capital Management (Florida)
Florida
$296K +$40.1K +1,481 +17%
PA
513
Parkside Advisors
California
$296K
SI
514
SimpliFi Inc
California
$294K -$82K -3,030 -23%
WTA
515
Washington Trust Advisors
Massachusetts
$291K
Fifth Third Bancorp
516
Fifth Third Bancorp
Ohio
$291K
ASN
517
Advisory Services Network
Georgia
$290K
SFG
518
Sage Financial Group
Pennsylvania
$289K -$5.03K -186 -2%
ATC
519
Argent Trust Co
Tennessee
$288K
CIS
520
Continental Investors Services
Washington
$287K +$22.8K +842 +9%
AWM
521
AE Wealth Management
Kansas
$286K +$48.8K +1,804 +23%
NP
522
NorthRock Partners
Minnesota
$285K +$43.5K +1,607 +20%
QPWM
523
Quadrant Private Wealth Management
Pennsylvania
$283K +$262K +9,691 New
LP
524
LGL Partners
Pennsylvania
$279K -$161K -5,950 -38%
AWE
525
Avidian Wealth Enterprises
Texas
$277K +$5.63K +208 +2%

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.