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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
HR
626
Howe & Rusling
New York
$76.6K -$4.6K -163 -5%
W
627
WealthCollab
Washington
$75.3K -$5.05K -179 -6%
GWS
628
Glassman Wealth Services
Virginia
$74.4K +$1.35K +48 +2%
WWA
629
Wingate Wealth Advisors
Massachusetts
$72.5K +$76.9K +2,724 New
EFP
630
EnRich Financial Partners
Wisconsin
$70.6K +$12.4K +438 +20%
ST
631
Smithfield Trust
Pennsylvania
$70K
BA
632
Bristlecone Advisors
Washington
$66.5K -$15.1K -535 -18%
SPIA
633
Steward Partners Investment Advisory
New York
$66.3K -$63.3K -2,242 -47%
BCA
634
Bray Capital Advisors
Florida
$63.8K
GIA
635
GHP Investment Advisors
Colorado
$63.4K +$1.02K +36 +2%
PMIM
636
Prudent Man Investment Management
Colorado
$63.1K +$66.9K +2,371 New
HT
637
Headlands Technologies
Illinois
$62.8K +$38K +1,345 +133%
MFA
638
McClarren Financial Advisors
Pennsylvania
$61K +$63.2K +2,239 New
WAG
639
Windsor Advisory Group
Ohio
$56.2K +$49.5K +1,753 +488%
FF
640
Friedenthal Financial
New Jersey
$55.8K -$113 -4 -0.2%
CSWM
641
Cassady Schiller Wealth Management
Ohio
$55.4K -$28 -1 -0%
HCM
642
Hollencrest Capital Management
California
$54.9K
HC
643
Hurley Capital
New York
$54.7K +$57.8K +2,047 New
JFG
644
JDM Financial Group
Texas
$54K -$6.46K -229 -10%
HPC
645
HM Payson & Co
Maine
$52.7K
PC
646
Promus Capital
Illinois
$51.8K +$54.9K +1,946 New
TF
647
Tompkins Financial
New York
$48.3K +$38.3K +1,358 +299%
BTI
648
Blue Trust Inc
Georgia
$45.9K -$39.3K -1,391 -45%
PFM
649
Phillips Financial Management
Indiana
$41.5K
GI
650
GS Investments
Minnesota
$39.7K +$16.2K +575 +63%

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.