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Schwab Emerging Markets Equity ETF
SCHE

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: 28 → 33 (+5)

1% more funds holding

Funds holding: 721 → 727 (+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

Top Buyers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
+$102M
2
BEI
Benjamin Edwards Inc
Missouri
+$20.4M
3
HighTower Advisors
HighTower Advisors
Illinois
+$14.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$10.9M
5
SA
Sanctuary Advisors
Indiana
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$2.63B
2
Creative Planning
Creative Planning
Kansas
-$24.6M
3
TCM
Tradewinds Capital Management
Washington
-$16.9M
4
OMC
Old Mission Capital
Illinois
-$12.2M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
701
Atmos Advisory
Pennsylvania
$3.06K – – –
GWMI
702
Guardian Wealth Management (Illinois)
Illinois
$2.39K +$27 +1 +1%
NRG
703
Nemes Rush Group
Michigan
$2.3K +$2.46K +91 New
GWM
704
GSB Wealth Management
Connecticut
$2.25K -$240K -8,859 -99%
CWC
705
Carolinas Wealth Consulting
North Carolina
$2.17K – – –
CFGS
706
Concourse Financial Group Securities
Alabama
$2.07K +$352 +13 +22%
FFA
707
Founders Financial Alliance
North Carolina
$2.04K +$1.9K +70 New
CA
708
Continuum Advisory
Idaho
$1.9K -$1.14K -42 -38%
BAM
709
Bellevue Asset Management
Washington
$1.64K +$108 +4 +10%
BLC
710
Brown, Lisle/Cummings
Rhode Island
$1.37K – – –
AAP
711
Arax Advisory Partners
Colorado
$1.03K – – –
TCOV
712
Trust Company of Vermont
Vermont
$963 – – –
BGAI
713
Bruce G. Allen Investments
Colorado
$905 – – –
SSB
714
Sandy Spring Bank
Maryland
$730 -$352 -13 -34%
MCA
715
Maryland Capital Advisors
Maryland
$642 – – –
WGS
716
Washington Growth Strategies
District of Columbia
$590 +$487 +18 New
SC
717
Stephens Consulting
Michigan
$555 – – –
OC
718
Oarsman Capital
Wisconsin
$497 +$460 +17 New
BBHC
719
Brown Brothers Harriman & Co
New York
$496 +$460 +17 New
NG
720
NWK Group
California
$379 – – –
TH
721
TCTC Holdings
Texas
$292 – – –
NC
722
NewSquare Capital
Pennsylvania
$175 – – –
SL
723
Salomon & Ludwin
Virginia
$175 – – –
FWM
724
FSA Wealth Management
Massachusetts
$29 +$27 +1 New
BlackRock
725
BlackRock
New York
$24 – – –
27 28
29
30 31

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.