We are live on ! Find out more
SCHE icon

Schwab Emerging Markets Equity ETF

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: 2833 (+5)

1% more funds holding

Funds holding: 721727 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
76
TruNorth Capital Management
Michigan
$8.4M +$437K +16,154 +6%
SFA
77
Seneca Financial Advisors
New York
$8.29M +$4.22K +156 +0.1%
WPC
78
Wedmont Private Capital
Pennsylvania
$8.09M +$144K +5,334 +2%
ZIM
79
Zacks Investment Management
Illinois
$7.86M +$1.04M +38,245 +17%
BA
80
Ballast Advisors
Minnesota
$7.69M -$180K -6,662 -2%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$7.67M +$506K +18,685 +8%
BCMO
82
Buckingham Capital Management (Ohio)
Ohio
$7.55M -$31.6K -1,168 -0.4%
CC
83
Callan Capital
California
$7.53M -$478K -17,678 -6%
ACM
84
Avalon Capital Management
California
$7.53M +$6.99M +258,083 New
HFP
85
Holistic Financial Partners
Indiana
$7.16M +$71.7K +2,648 +1%
GWM
86
Geneos Wealth Management
Colorado
$7.05M -$440K -16,255 -6%
BCM
87
Boltwood Capital Management
California
$7.02M -$212K -7,840 -3%
MSFS
88
Main Street Financial Solutions
Pennsylvania
$7M +$159K +5,887 +3%
AFG
89
Arkansas Financial Group
Arkansas
$6.77M -$185K -6,848 -3%
ACA
90
Ackerman Capital Advisors
Texas
$6.71M -$133K -4,906 -2%
FIM
91
Freedom Investment Management
Connecticut
$6.71M -$79.7K -2,943 -1%
Stifel Financial
92
Stifel Financial
Missouri
$6.49M -$674K -24,911 -10%
SLT
93
St Louis Trust
Missouri
$6.42M
CMP
94
Courage Miller Partners
Virginia
$6.41M -$40.7K -1,503 -0.7%
AI
95
Atria Investments
North Carolina
$6.24M +$137K +5,051 +2%
NFG
96
Nations Financial Group
Iowa
$6.17M +$47.2K +1,744 +0.8%
BWM
97
Boyd Wealth Management
California
$6.13M -$4.91M -181,312 -46%
CWA
98
Cornerstone Wealth Advisors
Minnesota
$6.11M +$79K +2,917 +1%
OFP
99
OLIO Financial Planning
Virginia
$6.1M +$21.2K +783 +0.3%
GAM
100
Gemmer Asset Management
California
$6.1M +$391K +14,456 +7%

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.