We are live on ! Find out more
SCHE icon

Schwab Emerging Markets Equity ETF

758 hedge funds and large institutions have $4.52B invested in Schwab Emerging Markets Equity ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 316 increasing their positions, 271 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,925% more call options, than puts

Call options by funds: $642K | Put options by funds: $8K

132% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 38

17% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 271

10% more capital invested

Capital invested by funds: $4.09B → $4.52B (+$426M)

4% more funds holding

Funds holding: 727758 (+31)

1.23% less ownership

Funds ownership: 42.08%40.85% (-1.2%)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

Holders
758
Holders Change
+31
Holders Change %
+4.26%
% of All Funds
9.98%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.38%
New
88
Increased
316
Reduced
271
Closed
38
Calls
$642K
Puts
$8K
Net Calls
+$634K
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Apriem Advisors
California
$8.33M -$181K -6,414 -2%
BAMG
77
Brand Asset Management Group
Missouri
$8.07M +$83.7K +2,966 +1%
ZIM
78
Zacks Investment Management
Illinois
$7.94M +$804K +28,478 +11%
SFA
79
Seneca Financial Advisors
New York
$7.88M +$331K +11,734 +4%
RWM
80
RKL Wealth Management
Pennsylvania
$7.73M -$891K -31,548 -10%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$7.71M +$744K +26,369 +10%
CC
82
Callan Capital
California
$7.48M +$646K +22,867 +9%
BA
83
Ballast Advisors
Minnesota
$7.42M +$427K +15,132 +6%
WPC
84
Wedmont Private Capital
Pennsylvania
$7.01M +$78.8K +2,790 +1%
BCMO
85
Buckingham Capital Management (Ohio)
Ohio
$7.01M +$120K +4,267 +2%
CWM
86
Cabot Wealth Management
Massachusetts
$6.84M -$2.61M -92,537 -26%
SO
87
Sierra Ocean
California
$6.84M +$7.25M +256,685 New
MSFS
88
Main Street Financial Solutions
Pennsylvania
$6.81M +$453K +16,044 +7%
GWM
89
Geneos Wealth Management
Colorado
$6.58M +$153K +5,427 +2%
BCM
90
Boltwood Capital Management
California
$6.35M -$66.6K -2,360 -1%
SFP
91
Sherwood Financial Partners
California
$6.18M +$6.55M +232,135 New
FIM
92
Freedom Investment Management
Connecticut
$6.13M +$12.4K +439 +0.2%
ACA
93
Ackerman Capital Advisors
Texas
$6.07M -$62.3K -2,205 -1%
Stifel Financial
94
Stifel Financial
Missouri
$6.06M +$139K +4,933 +2%
AFG
95
Arkansas Financial Group
Arkansas
$5.99M -$200K -7,088 -3%
GAM
96
Gemmer Asset Management
California
$5.99M +$449K +15,902 +8%
AI
97
Atria Investments
North Carolina
$5.9M +$210K +7,427 +3%
HFP
98
Holistic Financial Partners
Indiana
$5.88M -$690K -24,430 -10%
SLT
99
St Louis Trust
Missouri
$5.86M
CMP
100
Courage Miller Partners
Virginia
$5.82M -$29.5K -1,045 -0.5%

SCHE Hedge Fund Activity: Q4 2024 in Review

758 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2024, worth a combined $4.52B — up 10% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SCHE positions and 38 closed out — a net gain of 50 holders — while 316 added to existing stakes and 271 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $22M. The largest seller was US Bancorp, cutting an estimated $82.6M.

  • 758 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2024, up from 727 in Q3 2024.
  • Funds reported $4.52B of Schwab Emerging Markets Equity ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 88 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2024 and 38 closed out, a net change of +50 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q4 2024 was Old Mission Capital, an estimated $22M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q4 2024 was US Bancorp, an estimated $82.6M sold.

Based on aggregated 13F filings for Q4 2024.