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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
SFA
76
Seneca Financial Advisors
New York
$7.2M -$237K -9,630 -3%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$7.19M +$654K +26,611 +10%
MAM
78
Marotta Asset Management
Virginia
$6.76M -$762K -30,996 -10%
TCM
79
TruNorth Capital Management
Michigan
$6.66M +$6.48M +263,792 New
BA
80
Ballast Advisors
Minnesota
$6.64M +$646K +26,307 +11%
Stifel Financial
81
Stifel Financial
Missouri
$6.5M -$3.59M -145,972 -36%
BCM
82
Boltwood Capital Management
California
$6.46M +$254K +10,320 +4%
HFP
83
Holistic Financial Partners
Indiana
$6.45M +$37.5K +1,528 +0.6%
GWM
84
Geneos Wealth Management
Colorado
$6.36M +$226K +9,212 +4%
BCMO
85
Buckingham Capital Management (Ohio)
Ohio
$6.32M +$213K +8,666 +4%
OFP
86
OLIO Financial Planning
Virginia
$6.1M -$53.7K -2,186 -0.9%
SG
87
Strid Group
Pennsylvania
$6.07M -$527K -21,439 -8%
CWA
88
Consilium Wealth Advisory
Texas
$5.92M -$342K -13,910 -6%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$5.92M +$264K +10,757 +5%
ACA
90
Ackerman Capital Advisors
Texas
$5.92M -$36K -1,467 -0.6%
SWM
91
SigFig Wealth Management
California
$5.82M +$416K +16,921 +5%
RIM
92
Rockbridge Investment Management
New York
$5.77M -$41.9K -1,706 -0.7%
SFG
93
SNS Financial Group
Minnesota
$5.7M -$385K -15,665 -6%
CMP
94
Courage Miller Partners
Virginia
$5.58M +$75.3K +3,065 +1%
SFA
95
Sequoia Financial Advisors
Ohio
$5.56M -$437K -17,777 -7%
BSW
96
Buckingham Strategic Wealth
Missouri
$5.5M +$118K +4,816 +2%
MSFS
97
Main Street Financial Solutions
Pennsylvania
$5.47M +$462K +18,814 +10%
ULWM
98
Upper Left Wealth Management
Florida
$5.38M +$282K +11,461 +6%
FIM
99
Freedom Investment Management
Connecticut
$5.29M -$180K -7,314 -3%
NFG
100
Nations Financial Group
Iowa
$5.26M +$371K +15,078 +8%

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.