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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
AEPWM
651
Atlantic Edge Private Wealth Management
Florida
$23.1K
IHWM
652
Iron Horse Wealth Management
Iowa
$21.2K
IRC
653
Investors Research Corp
Georgia
$20.6K
MRCM
654
M&R Capital Management
New Jersey
$18.8K +$27 +1 +0.2%
RCM
655
Raleigh Capital Management
North Carolina
$18.2K +$27 +1 +0.2%
GM
656
GeoWealth Management
Illinois
$17.9K +$16.6K +613 New
BCM
657
Blume Capital Management
California
$17.7K
CCP
658
Clarkston Capital Partners
Michigan
$17.2K
BCMLT
659
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.2K
DFA
660
DHJJ Financial Advisors
Illinois
$15.1K +$27 +1 +0.2%
HGERS
661
Householder Group Estate & Retirement Specialist
Arizona
$15K
GCM
662
Gables Capital Management
Florida
$14.6K +$13.5K +500 New
Kayne Anderson Rudnick Investment Management
663
Kayne Anderson Rudnick Investment Management
California
$14.5K
SIS
664
Sound Income Strategies
Florida
$13.9K +$12.9K +478 New
RIL
665
Rothschild Investment LLC
Illinois
$13.5K +$12.5K +463 New
TF
666
Tompkins Financial
New York
$13.2K
BFPW
667
BOK Financial Private Wealth
Colorado
$13K -$1.92K -71 -14%
LB
668
Legacy Bridge
Iowa
$12.8K
MBFW
669
Morton Brown Family Wealth
Pennsylvania
$11.7K
RA
670
Rise Advisors
New York
$11.7K +$27 +1 +0.3%
PCA
671
Providence Capital Advisors
North Carolina
$11.6K
FMP
672
Financial Management Professionals
Texas
$11K -$3.79K -140 -27%
WAG
673
Windsor Advisory Group
Ohio
$10.5K
HPIA
674
Hamilton Point Investment Advisors
North Carolina
$10.1K
NB
675
NBT Bank
New York
$9.98K +$9.2K +340 +17,000%

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.