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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
NB
726
NBT Bank
New York
$51 -$147 -6 -75%
SAG
727
SageView Advisory Group
California
-$78.4M -3,273,046 Closed
BWA
728
BlueSky Wealth Advisors
North Carolina
-$24.6M -993,881 Closed
TC
729
Trilogy Capital
California
-$13.8M -556,571 Closed
MAC
730
Mason & Associates (California)
California
-$4.75M -191,617 Closed
SFA
731
Souders Financial Advisors
Ohio
-$2.96M -119,259 Closed
ARC
732
Advisor Resource Council
Texas
-$1.98M -80,052 Closed
YIH
733
Y-Intercept (HK)
Hong Kong
-$1.47M -59,247 Closed
WCM
734
Winthrop Capital Management
Indiana
-$1.3M -52,437 Closed
FPCG
735
Fort Pitt Capital Group
Pennsylvania
-$1.19M -48,116 Closed
ES
736
Eagle Strategies
New York
-$1.07M -43,099 Closed
SW
737
SteelPeak Wealth
California
-$838K -33,814 Closed
GBWM
738
Granite Bay Wealth Management
New Hampshire
-$702K -29,188 Closed
BIP
739
Blueprint Investment Partners
North Carolina
-$637K -25,678 Closed
AFAS
740
Acorn Financial Advisory Services
Virginia
-$623K -25,504 Closed
Renaissance Technologies
741
Renaissance Technologies
New York
-$508K -20,500 Closed
MWM
742
Meridian Wealth Management
Kentucky
-$416K -16,775 Closed
AWM
743
AE Wealth Management
Kansas
-$387K -16,005 Closed
EFM
744
Eley Financial Management
Vermont
-$393K -15,857 Closed
EH
745
Equitable Holdings
New York
-$344K -13,867 Closed
CIA
746
Capital Investment Advisors
Georgia
-$316K -12,755 Closed
RFA
747
Rollins Financial Advisors
New York
-$251K -10,131 Closed
HL
748
HeadInvest LLC
Maine
-$243K -9,799 Closed
KOC
749
Koss-Olinger Consulting
Florida
-$242K -9,776 Closed
BFG
750
Berger Financial Group
Minnesota
-$237K -9,574 Closed

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.