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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
CSWM
601
Cassady Schiller Wealth Management
Ohio
$68.3K +$22.6K +919 +51%
Deutsche Bank
602
Deutsche Bank
Germany
$68.1K
ST
603
Smithfield Trust
Pennsylvania
$67K
SPIA
604
Steward Partners Investment Advisory
New York
$65.4K -$43.1K -1,754 -40%
Citigroup
605
Citigroup
New York
$62.6K +$13.5K +548 +28%
BCA
606
Bray Capital Advisors
Florida
$60.5K
GJIA
607
Glass Jacobson Investment Advisors
Maryland
$59.5K +$45.2K +1,840 +357%
GIA
608
GHP Investment Advisors
Colorado
$59.2K -$9.71K -395 -14%
FAM
609
Family Asset Management
South Carolina
$55.5K -$17.7K -719 -25%
FF
610
Friedenthal Financial
New Jersey
$54.4K -$344 -14 -0.6%
CPA
611
Clear Point Advisors
New York
$53.9K -$246 -10 -0.5%
HPC
612
HM Payson & Co
Maine
$49.9K
Bessemer Group
613
Bessemer Group
New Jersey
$49K -$1.03K -42 -2%
EFP
614
EnRich Financial Partners
Wisconsin
$48.6K +$47.3K +1,925 New
CPG
615
Custom Portfolio Group
Colorado
$48.1K -$221 -9 -0.5%
LTI
616
Laffer Tengler Investments
Tennessee
$40K +$38.9K +1,585 New
PFM
617
Phillips Financial Management
Indiana
$39.3K -$3.05K -124 -7%
AFWM
618
Abich Financial Wealth Management
Virginia
$39.2K +$37.4K +1,523 +4,913%
SMA
619
Sage Mountain Advisors
Georgia
$38.3K +$37.2K +1,515 New
EWP
620
Elevation Wealth Partners
California
$36.8K
MAM
621
MMA Asset Management
Pennsylvania
$36K +$35.1K +1,427 New
UB
622
UMB Bank
Missouri
$35.4K
MJRIC
623
Mogy Joel R Investment Counsel
California
$34.7K +$33.8K +1,374 New
OCM
624
Orion Capital Management
California
$34.3K
TFM
625
TFC Financial Management
Massachusetts
$33K

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.