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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
WTA
526
Washington Trust Advisors
Massachusetts
$275K +$10.3K +366 +4%
KWM
527
Kingsview Wealth Management
Oregon
$275K +$79.5K +2,816 +38%
TPI
528
Trust Point Inc
Wisconsin
$274K +$291K +10,292 New
PA
529
Prossimo Advisors
California
$273K
PA
530
Parkside Advisors
California
$270K
RW
531
REDW Wealth
New Mexico
$270K -$195K -6,903 -41%
SI
532
SimpliFi Inc
California
$270K +$1.75K +62 +0.6%
AFG
533
Atomi Financial Group
New York
$269K -$279K -9,875 -49%
JWCA
534
J.W. Cole Advisors
Florida
$268K +$48.2K +1,707 +20%
CA
535
Clearstead Advisors
Ohio
$265K -$7.12K -252 -2%
QPWM
536
Quadrant Private Wealth Management
Pennsylvania
$265K +$7.76K +275 +3%
ATC
537
Argent Trust Co
Tennessee
$263K
LP
538
LGL Partners
Pennsylvania
$262K +$7.65K +271 +3%
PWM
539
Parkshore Wealth Management
California
$261K +$277K +9,806 New
TCM
540
Twele Capital Management
Minnesota
$259K +$24.1K +853 +10%
SIM
541
Sterling Investment Management
Arizona
$257K -$277K -9,820 -50%
SF
542
Schaeffer Financial
Maryland
$257K +$7.51K +266 +3%
RCM
543
Richardson Capital Management
Wisconsin
$256K -$67.2K -2,379 -20%
MWM
544
MBE Wealth Management
Wisconsin
$255K +$270K +9,572 New
WIM
545
Warwick Investment Management
Texas
$255K +$7.2K +255 +3%
GWWM
546
Great Waters Wealth Management
Minnesota
$251K +$13.1K +463 +5%
CG
547
Caprock Group
Idaho
$251K +$2.96K +105 +1%
ZF
548
Zhang Financial
Michigan
$250K +$2.63K +93 +1%
RWM
549
Ritholtz Wealth Management
New York
$247K +$2.23K +79 +0.9%
ECM
550
Evergreen Capital Management
Washington
$246K +$1.07K +38 +0.4%

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.