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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
FF
626
Friedenthal Financial
New Jersey
$61.3K -$514 -19 -0.9%
CSWM
627
Cassady Schiller Wealth Management
Ohio
$60.7K +$866 +32 +2%
HCM
628
Hollencrest Capital Management
California
$60.1K -$5.41K -200 -9%
HPC
629
HM Payson & Co
Maine
$57.7K
Bessemer Group
630
Bessemer Group
New Jersey
$56K
CPA
631
Clear Point Advisors
New York
$55K +$81 +3 +0.2%
FPFS
632
First Personal Financial Services
North Carolina
$48.5K +$45K +1,662 New
FAM
633
Family Asset Management
South Carolina
$48.3K -$9.61K -355 -18%
PFM
634
Phillips Financial Management
Indiana
$45.5K
GWSG
635
GPS Wealth Strategies Group
Colorado
$44.2K +$2.68K +99 +7%
TFM
636
TFC Financial Management
Massachusetts
$38.1K
RP
637
Rice Partnership
Hawaii
$37.3K +$34.4K +1,271 +21,183%
JGCM
638
Joseph Group Capital Management
Ohio
$36.4K +$33.8K +1,249 New
AW
639
Avion Wealth
Texas
$35K +$31.5K +1,163 +3,061%
SIS
640
Strategic Investment Solutions
Illinois
$34.8K +$17.1K +630 +112%
YAL
641
Your Advocates Ltd
Texas
$34.7K
WWP
642
WR Wealth Planners
Missouri
$31.8K +$29.5K +1,090 New
HT
643
Headlands Technologies
Illinois
$29.5K -$14.2K -523 -34%
GI
644
GS Investments
Minnesota
$26.7K
AA
645
AlphaMark Advisors
Kentucky
$26K -$124K -4,584 -84%
HBW
646
Hazlett, Burt & Watson
West Virginia
$26K -$4.57K -169 -16%
SFC
647
SYM Financial Corp
Indiana
$24.3K
MSG
648
Main Street Group
Virginia
$24.2K -$51.2K -1,892 -69%
UB
649
UMB Bank
Missouri
$23.3K -$16.3K -603 -43%
GPFA
650
Game Plan Financial Advisors
Ohio
$23.3K

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.