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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
BGAI
651
Bruce G. Allen Investments
Colorado
$14.4K -$3.69K -150 -21%
HCM
652
Hollencrest Capital Management
California
$13.8K
HGERS
653
Householder Group Estate & Retirement Specialist
Arizona
$13.7K +$2.97K +121 +29%
BFPW
654
BOK Financial Private Wealth
Colorado
$13.3K -$1.52K -62 -11%
DFA
655
DHJJ Financial Advisors
Illinois
$13.1K
FMP
656
Financial Management Professionals
Texas
$13K +$5.43K +221 +75%
Kayne Anderson Rudnick Investment Management
657
Kayne Anderson Rudnick Investment Management
California
$12.4K
LB
658
Legacy Bridge
Iowa
$11.1K
RA
659
Rise Advisors
New York
$10.1K
PCA
660
Providence Capital Advisors
North Carolina
$10K
WIM
661
Westside Investment Management
California
$9.93K
National Bank of Canada
662
National Bank of Canada
Quebec, Canada
$9.85K
FCAS
663
First Command Advisory Services
Texas
$9.57K +$9.31K +379 New
WAG
664
Windsor Advisory Group
Ohio
$9.06K -$467 -19 -5%
RDFA
665
Ritter Daniher Financial Advisory
Ohio
$8.81K +$221 +9 +3%
HPIA
666
Hamilton Point Investment Advisors
North Carolina
$8.71K
TPCW
667
TD Private Client Wealth
New York
$8.66K +$713 +29 +9%
SWM
668
Sanctuary Wealth Management
Idaho
$8.65K
GWSG
669
GPS Wealth Strategies Group
Colorado
$7.78K
MWM
670
Mascoma Wealth Management
New Hampshire
$7.2K
MIM
671
MTM Investment Management
South Carolina
$7.07K +$6.88K +280 New
AssetMark Inc
672
AssetMark Inc
California
$6.99K +$6.81K +277 New
FFL
673
Financial Freedom LLC
Ohio
$6.64K
FHA
674
First Horizon Advisors
Tennessee
$6.57K
MIM
675
Macroview Investment Management
Maryland
$6.55K

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.