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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
FWI
551
Facet Wealth Inc
Maryland
$246K +$17.1K +604 +7%
WKWM
552
Walter & Keenan Wealth Management
Indiana
$245K +$16.5K +583 +7%
AWM
553
AE Wealth Management
Kansas
$242K -$19.5K -690 -7%
FFG
554
Fortem Financial Group
California
$242K
PFPT
555
Pinnacle Financial Partners (Tennessee)
Tennessee
$241K
JIC
556
Johnson Investment Counsel
Ohio
$241K +$311 +11 +0.1%
LFG
557
Larson Financial Group
Missouri
$241K +$115K +4,058 +81%
PVI
558
Pine Valley Investments
New Jersey
$240K +$254K +8,996 New
PA
559
PFG Advisors
Arizona
$238K +$22.6K +802 +10%
PHIC
560
Pine Haven Investment Counsel
Massachusetts
$238K +$18.4K +650 +8%
ES
561
ETF Store
Kansas
$236K +$6.58K +233 +3%
IC
562
IEQ Capital
California
$230K -$58.5K -2,073 -19%
BAAM
563
Baker Avenue Asset Management
California
$229K
PCMF
564
Private Capital Management (Florida)
Florida
$228K -$44.7K -1,584 -16%
MFC
565
Morris Financial Concepts
South Carolina
$228K -$102K -3,605 -30%
GWAM
566
Guardian Wealth Advisors (Minnesota)
Minnesota
$227K +$8.81K +312 +4%
WF
567
Warner Financial
Maryland
$227K +$6.35K +225 +3%
XT
568
XTX Topco
Cayman Islands
$226K +$240K +8,500 New
FMWA
569
Forvis Mazars Wealth Advisors
Missouri
$225K -$7.42K -263 -3%
AT
570
American Trust
Kentucky
$225K +$238K +8,437 New
MCCP
571
Mission Creek Capital Partners
California
$224K -$11.5K -406 -5%
IIM
572
Ironwood Investment Management
Massachusetts
$222K
GCM
573
Glaxis Capital Management
Florida
$222K +$6.52K +231 +3%
CI
574
Cordant Inc
Oregon
$221K -$6.04K -214 -3%
SCM
575
SOL Capital Management
Maryland
$220K -$130K -4,603 -36%

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.