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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
ACM
676
Anfield Capital Management
California
$6.16K +$6K +244 New
HCM
677
Horrell Capital Management
Arkansas
$6K
KFI
678
Key Financial Inc
Pennsylvania
$5.91K
LWA
679
Lowe Wealth Advisors
Maryland
$5.58K
RP
680
Rice Partnership
Hawaii
$5.48K +$5.33K +217 New
BHWM
681
Beaird Harris Wealth Management
Texas
$5.28K
WWMSC
682
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$1.01K +41 +26%
CP
683
Castleview Partners
Texas
$4.72K +$1.92K +78 +72%
ME
684
McIlrath & Eck
Washington
$4.42K
CB
685
CNB Bank
Pennsylvania
$4.37K +$4.25K +173 New
CPG
686
Cornerstone Planning Group
New Jersey
$4.03K +$3.76K +153 New
EWA
687
EverSource Wealth Advisors
Alabama
$3.82K -$23K -936 -86%
HNB
688
Huntington National Bank
Ohio
$3.64K
KA
689
Kozak & Associates
Colorado
$3.62K +$3.29K +134 New
AIC
690
Archer Investment Corporation
Indiana
$3.46K
FFWA
691
FRG Family Wealth Advisors
Washington
$3.18K +$3.07K +125 New
DCM
692
Davis Capital Management
Florida
$3.12K -$811 -33 -21%
DAM
693
Delta Asset Management
Tennessee
$2.8K
AA
694
Atmos Advisory
Pennsylvania
$2.65K
DF
695
Dunhill Financial
United Kingdom
$2.6K +$2.53K +103 New
WAG
696
Wiser Advisor Group
Arizona
$2.57K -$25 -1 -1%
DF
697
DecisionPoint Financial
Arizona
$2.56K +$2.46K +100 New
SWA
698
SOA Wealth Advisors
New York
$2.52K
FGAM
699
Financial Gravity Asset Management
Texas
$2.5K +$2.41K +98 New
NRG
700
Nemes Rush Group
Michigan
$2.3K +$2.24K +91 New

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.