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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
FIA
751
Foundations Investment Advisors
Arizona
-$224K -9,345 Closed
Millennium Management
752
Millennium Management
New York
-$227K -9,173 Closed
BAM
753
BOS Asset Management
Illinois
-$226K -9,131 Closed
IFA
754
Index Fund Advisors
California
-$222K -8,971 Closed
KWM
755
Kingsview Wealth Management
Oregon
-$221K -8,905 Closed
TWM
756
Thrive Wealth Management
Pennsylvania
-$213K -8,588 Closed
HIP
757
HUB Investment Partners
Texas
-$209K -8,436 Closed
SVWAG
758
Sound View Wealth Advisors Group
Georgia
-$204K -8,218 Closed
TA
759
TrueWealth Advisors
Alabama
-$202K -8,148 Closed
PS
760
Planned Solutions
California
-$183K -7,373 Closed
ASN
761
Advisory Services Network
Georgia
-$142K -5,748 Closed
FWM
762
Focused Wealth Management
New York
-$91.4K -3,688 Closed
LPP
763
Life Planning Partners
Florida
-$61.1K -2,466 Closed
SIS
764
Sound Income Strategies
Florida
-$46.3K -1,867 Closed
BWM
765
BKM Wealth Management
Wisconsin
-$45.7K -1,845 Closed
FA
766
Faithward Advisors
Pennsylvania
-$31.2K -1,306 Closed
JFGIW
767
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$26K -1,049 Closed
CCM
768
Chilton Capital Management
Texas
-$18.6K -750 Closed
AWM
769
Able Wealth Management
New Jersey
-$15.4K -622 Closed
SA
770
Scarborough Advisors
Maryland
-$15.4K -620 Closed
AA
771
Addison Advisors
Vermont
-$10.3K -415 Closed
BCPWM
772
Bradley & Co Private Wealth Management
Florida
-$9.05K -365 Closed
MSWM
773
McGlone Suttner Wealth Management
Wisconsin
-$8.8K -355 Closed
Simplex Trading
774
Simplex Trading
Illinois
-$5K -211 Closed
AC
775
AlphaCore Capital
California
-$4.17K -168 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.